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We believe everyone is entitled to Financial Freedom.

InvestmentWise specialises in delivering financial services related training to all stakeholders involved in buying, supplying and distributing financial products & services.

Our independence ensures the delivery of our courses is objective and not biased towards any particular financial services company.

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WHAT WE OFFER

Our course offering includes Financial Wellness workshops, Retirement Fund Trustee Training,
Member Education and Wealth Management courses.

Financial Wellness

Empowering individuals to take control of their personal finances

These workshops empower individuals to live according to a budget, reduce their debt and save for what really matters in their lives.

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Member Education

Providing members with an understanding of their group retirement fund

These workshops provide members with insight into the workings of their fund, benefits provided and pre-retirement planning.

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Trustee Training

Equipping trustees to properly fulfil their fiduciary duties and responsibilities

This training provides trustees with the necessary knowledge, skills, values and attitudes to properly fulfil their fiduciary duties.

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Wealth Management

Empowering financial services employees in their work environment

This qualification provides a broad overview of the financial services industry, financial markets, financial planning process and industry legislation.

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WHAT OUR CLIENTS  SAY

“We have found this training to be pitched at the appropriate level and extremely
well received by delegates with a good success rate overall.”

K. Ramakola (Senior Manager Retirement Funds: Anglo American Platinum)

“We received positive feedback from the delegates who attended the workshops.
I highly recommend InvestmentWise.”

Samantha Davidson (Principal Officer: Tongaat Hulett Pension Fund)

“InvestmentWise provides a high service level and I do not hesitate to refer or
recommend them to anyone else looking for a training provider in trustee training.”

Nomusa Maphanga (FoodBev SETA: Grant Specialist)

“The amazing calibre of learners produced from this programme is a reflection
of the quality of the facilitators, the programme content and how this programme
was delivered. I would use InvestmentWise again anytime.”

Seipati Moloto (Liberty Learning and Development)

.FIND OUT MORE ABOUT US

We specialise in delivering quality financial services related courses to companies, retirement funds and individuals. We have also developed in-house product and industry specific course material and training programmes for financial services companies to roll out to their staff nationally.

All our courses are designed and developed within the same framework and learning methodology – to deliver what is typically considered to be a technical, dry subject in an innovative, straight forward and enjoyable manner.

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