Technical Financial Planning Training
We offer face-to-face training in all areas of Financial Planning.
Our training differs from that of other providers. We pride ourselves on making the theory practical, based on our experience in practicing Financial Planning.
We create all our workshops, based on the needs and feedback we receive from the many people we train.
Our workshops are up-to-date with the latest legislation and case law.
The purpose of the workshops is to train and up-skill delegates on Financial Planning and to show them how to apply and use the skills in practice. It is our aim to help you be the best you can be.
Our workshops also serve as additional support or revision for anyone doing a qualification in Wealth Management.
Apart from our own workshops, we will facilitate your own content. You provide the content and we facilitate.
We are experienced in facilitating NQF6-level qualifications in Financial Planning.
Talk to us about your needs.
We create bespoke courses and workshops based on your needs.
Our current workshops not addressing your needs? No problem.
Talk to us and we will create the perfect workshop or course.