Financial Education

Finlite

Purpose

Finlite, an award-winning INSETA training provider, is revolutionizing the financial sector by empowering financial planners and enhancing financial literacy. Their mission is to offer FAIS recognized courses, consumer education, and digital solutions, enabling individuals to establish better relationships with money. Companies and professionals benefit from a wide range of independent financial education resources, gaining a competitive edge and meeting FAIS Fit and Proper requirements. Finlite is dedicated to delivering top-quality financial education to consumers, communities, and stokvels through their accreditation and license. Their platform, funda.work, offers various INSETA accredited financial planning qualifications, including Wealth Management NQF 5 and Long Term Insurance NQF 4, alongside professional courses like RE 5 training and Class of Business. Additionally, Finlite provides employee financial wellness programs and consumer education on budgeting, savings, investing, and debt management. Overall, Finlite is a leading training provider committed to transforming the financial sector by equipping professionals and consumers with the necessary knowledge and skills to thrive in the evolving financial landscape.

Benefits

  • They offer cost-efficient solutions that can save you up to 50% of your training budget.
  • They handle skills development, FAIS compliance, and BEE requirements in one platform.
  • Easily monitor your training and development KPIs with their robust reporting backend.
  • Learners enjoy flexible, self-paced learning options.
  • Their content is created and regularly updated by industry experts.
  • They bring customers and financial professionals closer together as market makers.
  • Their cloud-based learning and mentorship platform provides access to quality content and mentors anytime, anywhere.
  • Their mentorship program ensures the transfer and retention of key skills in your organization.
  • They maintain an updated database of talented black learners to assist with talent acquisition and BEE compliance.
  • With 12 years of experience, they understand the financial sector and the needs of South African consumers, having served employers, communities, and stokvels.
  • They train your staff to understand the financial industry and consumers’ needs, helping them build and retain long-term clients.

Stokvel Accademy

Purpose

The Stokvel Academy is a division of BSK Marketing, a below-the-line strategic agency that works with the stokvel community throughout South Africa.
Stokvel Academy’s purpose is to develop stokvels holistically by providing a formal learning platform. The key focus is financial wellbeing for the stokvel community. They achieve this by providing stokvels with practical information and tools to become financially sustainable.They believe that stokvels are an integral part of the South African economy. With over 30 years of experience in the stokvel space, they are well-positioned to empower stokvels to grow and create wealth for future generations.

Benefits

  • Getting education on how to run or start your stokvel efficiently through our learning platforms:
  • Website Learning Management System (LMS): https://stokvelacademy.co.za/
  • YouTube
  • Facebook: StokvelAcademy
  • Instagram
  • Webinars
  • Newsletter
  • Getting proper management skills on how to manage your finances as an individual or a stokvel group (through our Accredited Financial Resident Expects, content)
  • You also get free online coaching from our Stokvel guru – Busi Skenjana. (Per booking)

Invest inYourself

Purpose

Invest in Yourself provides customized financial wellness and retirement training solutions. They are a 100% black female owned company with a level 1 Contributor B-BBEE Status. The company was founded in 2010 with the mission to empower people with knowledge to effectively handle their personal finances, ensuring a prosperous financial future for themselves and their loved ones. Their team consists of professional financial wellness coaches in private practice, and they have a national presence across all provinces, with their headquarters situated in Johannesburg.

Benefits

  • They empower you to cultivate good lifelong habits for improved financial and personal wellness.
  • You willl receive opportunities to enhance your knowledge and skills in various areas related to financial management and personal well-being.
  • They help you achieve greater financial security and stability through effective education and guidance.
  • They foster your personal well-being by providing valuable insights and strategies for managing stress, improving mental health, and maintaining work-life balance.
  • You will receive training programs in a simple, accessible manner that allows you to grasp and implement the concepts effectively.
  • Training workshops are tailored to meet your specific needs and preferences, ensuring relevant and personalized learning experiences.
  • They offer diverse workshop formats, including one-hour to two-hour sessions, half-day, full-day onsite workshops, or webinars, to accommodate your different schedules and preferences.

Worth

Purpose

Each day, Worth’s online courses assist countless individuals in mastering financial management. By enrolling in these courses, you can harness this knowledge to transform your financial situation. Regardless of the challenges you face or the goals you wish to achieve, they have a tailored money plan that suits your needs. Within 60 days or even sooner, you will witness remarkable improvements, just like numerous learners before you.

Benefits

  • They will give you the tools and knowledge to take charge of your financial life and regain control.
  • They will teach you practical strategies to manage your money more efficiently.
  • They will help you understand how to navigate and make the most of financial systems.
  • Enroll in the courses, and you will witness positive changes in your finances.