It is our sole purpose to help and support Financial Advisers, as well as their staff, to build more sustainable businesses by aiding them in professionalising their role in the industry.
It is our sole purpose to help and support Financial Advisers, as well as their staff, to build more sustainable businesses by aiding them in professionalising their role in the industry.
We live in a country where the savings culture is not fully understood or embraced, with a debt to income ratio requiring significant improvement.
This is why we believe that the role of the Financial Adviser in South Africa is more important now than ever before, to assist people in making the right financial decisions.
Unfortunately, most Financial Advisers find that they do not have enough time in a day to do proper financial planning, sell effectively and remain compliant at all times, let alone attend training sessions and workshops during office hours.
The Good news is that we can now offer you a way to stay up to date with the latest in Financial Planning and even brush up on your Professional Selling skills.
Anytime, Anywhere, On any Device.
Circulus Online is a dedicated online learning platform aimed at Financial Advisers, their staff & practices, as well as the businesses, corporates or franchises they may work for. Our platform also offers immense value to broker consultants and sales managers.
Through our online platform, we are able to deliver the latest in Financial Planning and Professional Selling skills, in a practical and easy to understand manner.
Besides the Quality and Relevance of the content, our platform allows you to study on your preferred device at your own pace and at a time that is convenient for you, unless you join our live programs which are presented at fixed scheduled times via webinar.
BBBEE LEVEL 2
Online Learning Platform
Financial Planning Training
Professional Sales Training