Become the Advisor Clients Trust
Join the elite ranks of qualified advisors who truly impact their clients’ financial futures
Next intake: 18 April 2025
Industry-Recognised
SAQA ID 105021
12 Months
Flexible blended learning with
minimal time out of office
213 Credits
Comprehensive preparation
for investment advisory excellence
Why Choose This Programme?
It’s more than just a qualification.
We combine customer-centric training with practical skills development
to help you become the Trusted Advisor clients seek out.
Your career transformation
This qualification transforms your career path in five key ways:
Progress from entry-level to specialised investment advisory roles
Build sustainable client relationships based on trust
Develop advanced portfolio construction and management skills
Master investment risk assessment and mitigation strategies
Create stable income opportunities through expanded service offerings
The Choice Ahead
Where will you be in 12 months? Choose your path:
Your Path to Success
Where will you be in 12 months?
Choose your path:
Build a loyal client base
Earn higher, more stable income
Receive consistent referrals
Progress to senior positions
Stand out from general advisors
Without This Qualification
find themselves:
Missing career advancement opportunities
Struggling with industry requirements
Losing clients to qualified advisors
Career stagnation in admin or support roles
Unable to offer comprehensive financial solutions
From Product Seller to Strategic Advisor: A Success Story
This qualification transformed my approach from simply selling products to building strategic investment
portfolios. My clients notice the difference, and my income has increased significantly since graduating.
– Nomsa Mathebula, Independent Financial Advisor
Ready to Transform Your Career?
Choose your payment plan and start your journey today
Still deciding?
Let us answer your questions about the program.