BACKGROUND
InvestmentWise was established by Joanne Miller in early 2002. Having spent a number of years working in the financial services sector and completing a range of industry related qualifications, Joanne indentified a need for practical and non-intimidating industry specific courses. We were awarded the Imbasa Yegolide Training Provider of the year award in 2009 by the Principal Officers Association (POA).

INDEPENDENCE
We are independent of any particular financial service provider, which ensures the delivery of our courses is objective and not biased towards any particular company, product or service.

INSETA ACCREDITATION
We are an accredited training provider with the INSETA (Insurance and Investments SETA) and were one of the first training providers to be accredited by the INSETA in 2003. Our course material and quality management system all comply with the many INSETA and SAQA (South African Qualifications Authority) requirements.

BEE CREDENTIALS
We have Level 4 Status as an Exempt Micro Enterprise and are considered to be 100% BEE Compliant.

Our vision is to empower individuals in financial matters and contribute to the financial wellbeing of all South Africans.

We aim to achieve this by delivering educational training programmes to all stakeholders involved in both the delivery and purchasing of financial services products.