Our Services

Comprehensive Investment Education

Tailored financial education services for South African investors at every stage of their journey

Educational Courses

Structured investment courses designed for various experience levels, from beginners to advanced investors.

View Courses

Workshops & Seminars

Interactive sessions focusing on specific investment topics relevant to the South African market.

View Workshops

Personalized Consulting

One-on-one sessions with financial education experts to develop personalized investment learning plans.

Learn More

Corporate Training

Customized financial education programs for businesses and organizations in South Africa.

Corporate Solutions

Online Learning

Self-paced digital courses accessible anywhere, designed specifically for South African investors.

Explore Platform

Financial Resources

Access to exclusive research, market analyses, and educational materials focused on South African markets.

Browse Resources

Our Investment Courses

Comprehensive education programs for investors at all levels

Investment Fundamentals

Duration: 8 Weeks Level: Beginner Format: In-person & Online

This foundational course is designed for individuals with little to no investment experience. You'll learn the basic principles of investing with a focus on the South African context.

What You'll Learn:

  • Understanding the Johannesburg Stock Exchange (JSE)
  • Basic investment vehicles available in South Africa
  • Risk assessment and management principles
  • Building a diversified portfolio within the South African market
  • South African tax considerations for investors
  • Understanding economic indicators relevant to South African investors
Enquire Now

Advanced Market Analysis

Duration: 10 Weeks Level: Intermediate Format: In-person & Online

For investors who understand the basics and want to develop more sophisticated analytical skills. This course focuses on evaluating market trends and making strategic investment decisions in the South African context.

What You'll Learn:

  • Technical analysis techniques for JSE-listed securities
  • Fundamental analysis of South African companies
  • Macroeconomic analysis relevant to South African markets
  • Sector analysis within the South African economy
  • Portfolio construction and optimization strategies
  • Risk management for intermediate investors
Enquire Now

Retirement Planning

Duration: 6 Weeks Level: All Levels Format: In-person & Online

A comprehensive course on planning for retirement in the South African context. Suitable for individuals at any stage of their career who want to ensure financial security in retirement.

What You'll Learn:

  • South African retirement fund structures (pension, provident, RA)
  • Tax-efficient retirement planning strategies
  • Retirement investment portfolio construction
  • Understanding South African retirement regulations
  • Estate planning considerations for South Africans
  • Retirement income strategies
Enquire Now

Property Investment

Duration: 8 Weeks Level: Intermediate Format: In-person & Online

A specialized course focusing on property investment in South Africa. Learn how to evaluate, acquire, and manage property investments in the South African market.

What You'll Learn:

  • South African property market analysis
  • Property valuation techniques
  • Financing options in the South African context
  • Legal considerations for property investors
  • Property management strategies
  • Tax implications of property investment in South Africa
Enquire Now

Workshops & Seminars

Interactive sessions on specific investment topics

JSE Trading Strategies

1 Day

A hands-on workshop focused on practical trading strategies for the Johannesburg Stock Exchange. Participants will learn how to analyze JSE-listed companies and develop effective trading approaches.

  • JSE market structure and mechanics
  • Technical analysis for JSE stocks
  • Sector rotation strategies
  • Risk management for traders
Register Interest

Tax-Efficient Investing

Half Day

Learn how to structure your investments to minimize tax liability within the South African tax framework. This workshop covers various tax-advantaged investment vehicles and strategies.

  • South African tax framework for investors
  • Tax-Free Savings Accounts (TFSAs)
  • Retirement fund tax benefits
  • Capital Gains Tax optimization
Register Interest

Global Investing for South Africans

1 Day

Explore opportunities for South African investors in international markets. Learn about exchange control regulations, offshore investment vehicles, and global diversification strategies.

  • South African exchange control regulations
  • Offshore investment options
  • Currency risk management
  • Global market analysis
Register Interest
Professional South African financial educator providing personalized consultation to a client

Personalized Investment Education

Our one-on-one consulting services provide tailored investment education to meet your specific needs and goals. Our experienced educators work with you to develop a personalized learning plan and provide guidance throughout your investment education journey.

Our Approach:

  • Initial Assessment

    We evaluate your current knowledge, experience, and specific learning objectives.

  • Customized Learning Plan

    We develop a tailored education plan focused on your specific investment interests and goals.

  • One-on-One Sessions

    Regular personalized sessions with an expert investment educator focused on your learning needs.

  • Ongoing Support

    Continuous guidance and progress assessment to ensure you're developing the right investment knowledge.

Schedule a Consultation

Corporate Investment Education

Customized financial education programs for South African organizations

We provide tailored investment education programs for South African businesses and organizations. Our corporate solutions help companies enhance their employees' financial literacy and investment knowledge, contributing to overall employee well-being and productivity.

Our Corporate Programs Include:

  • Employee financial wellness programs
  • Executive investment education
  • Retirement planning workshops
  • Team-building investment simulations
  • Customized financial education curricula

Benefits for Your Organization:

Improved Employee Well-being
Enhanced Productivity
Talent Attraction & Retention
Reduced Financial Stress
Request Corporate Information
Corporate workshop with South African professionals learning about investment strategies

Online Learning Platform

Access quality investment education anytime, anywhere

South African student accessing online investment education on laptop and mobile devices

Flexible Learning for Busy South Africans

Our online learning platform offers the same high-quality investment education as our in-person courses, but with the flexibility to learn at your own pace and on your own schedule. Perfect for busy professionals or those who prefer self-directed learning.

Multi-device Access
Video Lectures
Downloadable Resources
Forum Discussions
Self-assessment Quizzes
Virtual Office Hours
Access Online Platform

Investment Education Resources

Access our library of financial education materials

E-Books & Guides

Downloadable educational materials covering various investment topics relevant to South African investors.

  • Beginner's Guide to the JSE
  • Understanding South African Tax-Free Savings
  • Property Investment in South Africa
  • Retirement Planning Guide for South Africans

Market Research & Reports

Access to research reports and market analyses focused on South African investment opportunities.

  • Quarterly South African Market Reviews
  • JSE Sector Analysis Reports
  • South African Economic Indicators
  • Investment Trend Reports

Financial Tools & Calculators

Interactive financial calculators and tools to help with investment planning and decision-making.

  • South African Retirement Calculator
  • Tax-Free Savings Account Calculator
  • Property Investment ROI Estimator
  • Portfolio Diversification Tool
Access Resource Library

Ready to Start Your Investment Education Journey?

Contact us today to learn more about our courses and services or to schedule a consultation with one of our investment education specialists.

Contact Us Today