Programme of Courses Personal Financial Life Skills Financial Planning and Wealth  Creation  for Young Professionals Advanced Financial and Investment  Planning Innovative Financial and Retirement  Investment Planning Delivery of Courses Registration Course Calendar to 2010
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What The Experts Say – an essential reference tool to the latest Thinking and Best Practices  by Experts on Personal Financial
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Innovative tax efficient ways to create wealth and generate income from

Who would benefit from this course?

Financial & Investment Planning - Advanced is aimed those who already have a good understanding of money and finance but wishes to take control of and be able to manage all their financial affiars, but still needs to make use of specialised advice where nessesary.


The objective of this course is to build on your existing knowledge and improve your skills in detailed principles of investment and financial planning.

What to Expect

We cover finamcial planning principles and techniques in greater depth. This course also deals with wealth traditional and innovate creation techniques such as starting your own business and retirement, estate planning and understanding the tax implications.
We will empower you with the skills that will give you the confidence to take control of your day to day personal finances. In addition, you will obtain the skills to plan your families financial future and well being.

Course content:
  • Principles of Economics & Finance
  • Goal setting
  • Cash Flow
  • Income and
  • Capital Gains Tax, 
  • Principles of Investment Planning
  • Practical Financial Investment Options
  • Psychology &  Behavioral Patterns of Investing 
  • Evaluating Investments
  • Risk profiling
  • Asset Allocation
  • Financial Implications of starting a Company or Business
  • Investing Offshore
  • How to choose a Professional Financial Advisor
  • Estate Planning & Strategies for reducing Estate Duty
  • Impact of Marriage and Divorce on financial planning
  • How to spot a scam
  • Practicle examples of financial planning scenarios
  • Financial calculations

In addition, via “My Finance” on our website,  we give you the tools, calculators and templates to allow you to take the knowledge you have learnt and implement it in practice.

Disclaimer Although the course content is comprehensive,  you are adviced to seek specialist Professional advice and assistance, in order to make an informed final decision on your personal financial investment choices, prior to implementation. This course is not designed to turn you into a Professional Financial Planner, or to advice or recommend on specific investment choices.