Upcoming Investment Courses

Transform your financial future with expert-led courses designed to build lasting investment knowledge and practical skills

Join South Africa's most comprehensive investment education program. Each course combines theoretical foundations with real-world application, ensuring you develop both knowledge and confidence in your investment decisions.

Investment Strategy Fundamentals

July 15 - August 26, 2025

Build your investment foundation with this comprehensive introduction to portfolio construction, risk management, and asset allocation. Perfect for beginners and those looking to solidify their understanding of core investment principles.

Duration: 6 weeks
Format: Blended (Online + In-person)
Schedule: Tuesdays & Thursdays, 6:30 PM
Prerequisites: None required

What You'll Master:

Core investment vehicles and their risk profiles
Portfolio diversification strategies
Risk assessment and management techniques
Market analysis fundamentals
Tax-efficient investment planning

Advanced Portfolio Management

September 10 - November 5, 2025

Elevate your investment expertise with advanced portfolio optimization techniques, alternative investments, and sophisticated risk management strategies used by professional fund managers.

Duration: 8 weeks
Format: Blended (Online + In-person)
Schedule: Wednesdays & Saturdays, 10:00 AM
Prerequisites: Investment fundamentals or 2+ years experience

Advanced Skills You'll Develop:

Modern portfolio theory application
Alternative investment evaluation
Quantitative risk modeling
International diversification strategies
Performance measurement and attribution

Retirement Planning Mastery

November 5, 2025 - January 14, 2026

Design and implement a comprehensive retirement strategy that adapts to changing life circumstances. This course covers everything from early planning stages through retirement income distribution strategies.

Duration: 10 weeks
Format: Blended (Online + In-person)
Schedule: Mondays & Thursdays, 7:00 PM
Prerequisites: Basic investment knowledge recommended

Retirement Planning Expertise:

Retirement income needs calculation
Tax-advantaged account optimization
Estate planning integration
Healthcare cost planning
Withdrawal strategy development

Learn from Industry Leaders

Our courses are led by experienced financial professionals who combine academic rigor with practical market experience. Sarah Chen, our lead instructor, brings over 15 years of portfolio management experience and holds multiple industry certifications.

What sets our teaching approach apart is the emphasis on real-world application. You won't just learn theory – you'll work through actual case studies and develop practical skills you can apply immediately to your own investment decisions.

Instructor Qualifications:

Chartered Financial Analyst (CFA) designation
15+ years portfolio management experience
Former senior analyst at major investment firm
Published researcher in financial planning journals
Regular speaker at industry conferences

Ready to Start Your Investment Journey?

These courses fill quickly due to our commitment to small class sizes and personalized attention. Each program is designed to provide maximum value through hands-on learning and direct instructor feedback.

Course Format

Blended learning combines online modules for flexibility with in-person sessions for interactive discussions and practical exercises. This approach accommodates different learning styles and busy schedules.

Class Size

Limited to 12 participants per course to ensure personalized attention and meaningful interaction. This intimate setting encourages questions and facilitates peer learning opportunities.

Materials Included

All course materials, worksheets, and planning tools are provided. You'll also receive ongoing access to updated resources and market analysis reports for continued learning.

Get detailed course information and secure your spot: Call us at +27313074859 or email [email protected]
Visit our office at 26 Berg St, Bothasrus, Despatch, 6220, South Africa for a personal consultation about which course best fits your investment goals.