Financial Services (FPI)
Overview - Financial Services
Our FPI-accredited, Financial Services Courses are designed to enhance your professional skills and meet the Financial Planning Institute’s Continuous Professional Development (CPD) requirements. These courses provide high-quality, industry-relevant content to support your career growth and ensure you stay up-to-date with the latest practices and standards in financial planning.
Essential Career Soft Skills | 2 CPD Points | FPI241010550
Develop vital skills like communication, problem-solving, teamwork, and time management alongside leadership, emotional intelligence and resilience for success in diverse settings
R225
Understanding Personal Finance | 4 CPD Points | FPI240910292
Personal finance is a tool for securing one’s financial future by enabling smarter money choices and maximising financial potential for greater stability and independence.
R450
An Introduction to Accounting Principles and Concepts for Non-Accountants | 2 CPD Points | FPI240910139
Develop a sound understanding of accounting basics: equations, transactions, VAT, recording & the trial balance
R225
Data Analysis Fundamentals | 2 CPD Points | FPI240910293
Gain an understanding of the core concepts and methodologies in data analysis
R225
Workplace Email Etiquette | 2 CPD Points | FPI240910294
This Workplace Email Etiquette course is designed to equip professionals with essential skills for effective email communication in the workplace.
R225
21st Century Skills for Employability | 2 CPD Points | FPI240910295
This course is designed to equip learners with essential skills needed to succeed in today’s fast-changing professional landscape.
R225
Conflict Management and Negotiation | 2 CPD Points | FPI240910133
Discover keys to outstanding customer service: importance, skills, handling issues and using digital tools for better experiences
R225
Essential Customer Service Skills | 2 CPD Points | FPI240910137
Discover essential customer service skills and adapt to digital shifts for effective service
R225
Critical and Creative Thinking for Problem Solving | 2 CPD Points | FPI240910134
Empower business innovation through critical and creative thinking techniques, overcoming barriers to unleash your creative potential
R225
An Introduction to Blockchain and its Application | 3 CPD Points | FPI240910296
Discover Blockchain’s fundamentals, types, applications, advantages and future potential in our comprehensive course
R340
Setting Goals for Productivity | 2 CPD Points | FPI240910291
Maximise productivity by identifying barriers and leveraging tools/strategies
R225
Self-Management & Personality Development | 2 CPD Points | FPI240910290
Empowerment through self-awareness, resilience, interpersonal skills, decision-making, time management, confidence, diversity appreciation and continuous learning
R225
Time Management for Productivity & Work-Life Balance | 2 CPD Points | FPI240910299
Maximise productivity and life balance through effective time management, task prioritisation, delegation, adaptability and success optimisation
R225
Personal Branding | 2 CPD Points | FPI240910132
This course is designed to guide you through the essential steps of creating, cultivating, and sustaining a powerful personal brand.
R225
Project Management Fundamentals | 2 CPD Points | FPI240910135
Develop an understanding of project management fundamentals, navigate lifecycle stages, use tools like Gantt charts and risk assessment and create successful project plans for various industries
R225
Leadership and People Management | 2 CPD Points | FPI240910130
Explore the roles, key factors and various leadership styles used in business. We will also decode leadership vs management and authority and equip you to lead at work
R225
Introduction To Business Ethics | 2 CPD Points | FPI240910297
This course gets ethical! Explore what it is, why it matters and real-world examples. Learn key principles and common dilemmas
R225
The Principles of Innovation in Business | 2 CPD Points | FPI240910298
This course introduces the fundamentals of business innovation, equipping students with tools for creative problem-solving and growth. It covers key theories and techniques to identify opportunities, generate ideas, and implement strategies.
R225
Introduction to Big Data | 2 CPD Points | FPI240910138
Discover big data’s evolution, principles, applications and impact on business functions
R225
Internet of Things | 2 CPD Points | FPI240910136
Understand concepts, trends, ethics, components, security, design and impact across industries in this introductory course
R225
Fundamentals of Cybersecurity | 2 CPD Points | FPI240910137
This short cybersecurity course covers cyber history, attack types, risk management, secure network designs and modern cyber defense tools
R225
Social Media Toolkit | 2 CPD Points | FPI241010541
Learn to plan monthly strategies, craft compelling weekly content, schedule objectively, launch paid campaigns and analyse results for social media engagement
R395
Business Communication & Organisational Behaviour: SMME | 2 CPD Points | FPI241010530
Uncover key models, essential comunication skills and steps to improve the communication process. Learn to set goals and navigate effective communication strategies
R225
Business Networking 101 | 2 CPD Point | FPI241010539
Explore the world of business networking, from different network types to key principles. You will even build your own networking checklist for success
R250
Business Taxation Fundamentals | 2 CPD Points | FPI241010540
Develop a sound understanding of tax fundamentals: who pays tax, VAT, PAYE, UIF, SDL, Turnover Tax and Small Business Tax
R225
Costing and Pricing Setting Fundamentals | 2 CPD Points | FPI241010544
You will explore the concept of price, learn the common pricing policies and master various pricing strategies
R225
General Business and Management Imperatives | 2 CPD Points | FPI241010551
This course unlocks the secrets of management. Gain insight on the different management styles, functions and Fayol’s principles. Learn to spot great leadership qualities too
R225
Group Communication and Teamwork | 2 CPD Points | FPI241010536
Enhance group communication: improve listening, speaking & nonverbal skills. Adapt, build trust, resolve conflicts and collaborate for effective teamwork
R225
Introduction to Communication Skills | 2 CPD Points | FPI241010543
Learn effective communication for personal and professional success: understand components, refine skills, adapt styles, empower collaboration and achieve goals confidently
R225
Introduction to Information & Data Management Systems | 2 CPD Points | FPI241010532
Discover data’s vital role in the digital era, spanning various systems, applications, security and cloud solutions. Gain skills in RDBMS like MySQL for database creation
R225
Introduction to Financial Management | 2 CPD Points | FPI241010548
Gain vital financial skills for personal and business success through budgeting, investing, and strategic decision-making for a secure financial future
R225
Introduction to Online Marketing Strategies | 2 CPD Points | FPI241010535
Online marketing: Strategy essentials (social media, content, automation), data analysis for campaign effectiveness and ethical considerations in privacy and consumer protection
R225
Introduction to Quality Management | 2 CPD Points | FPI241010542
Discover quality management’s history, principles and practical applications for business success. Learn to implement systems, craft policies, use tools for control and drive continuous improvement
R225
Overcoming Legal Compliance Challenges | 2 CPD Points | FPI241010549
This course empowers you to launch your business on a solid footing. It covers everything from choosing the right business structure and navigating legalities to securing funding
R225
Professionalism and Business Ethics | 2 CPD Points | FPI241010533
Develop professionalism, conflict resolution, business ethics and leadership for an ethical workplace culture
R225
Quality Management | 2 CPD Points | FPI241010528
Grasp the various quality types, measurement techniques and quality assurance methods. We will look into the history, costs and cultural significance of quality, along with the benefits and tools of TQM
R225
Starting a Business or Social Enterprise | 2 CPD Points | FPI241010552
Maximise business success by seizing opportunities, creating value and strategising for customers. Manage legalities, finances, branding and digital marketing
R225
Stress Management and Emotional Intelligence | 2 CPD Points | FPI241010531
This course covers workplace stress, crisis management, emotional intelligence, leadership and change management
R225
Time Management | 2 CPD Points | FPI241010534
Learn what time management is, why it matters and practical strategies to boost your productivity
R225
Understanding and Interpreting Financial Statements | 2 CPD Points | FPI241010546
Financial Statements decoded: understand the purpose, qualities, elements & basic creation of financial statements
R225
Professionalism in the Workplace | 2 CPD Points | FPI241010537
Understand key aspects relating to professionalism and its key qualities for high performance and social responsibility. Learn to navigate different work situations with a professional approach
R225
Understanding Corporate Social Responsibility | 2 CPD Points | FPI241010547
Exploration of CSR: history, business motives, stakeholder engagement, sustainable development. Gain CSR skills – reporting, ethics, decision-making using real-world case studies
R225
Workplace Leadership and Management Skills | 2 CPD Points | FPI241010545
Develop an understanding of diverse leadership styles, decision-making, communication, conflict resolution, organisational culture, change management and performance
R225
Effective Presentation Skills | 2 CPD Points | FPI241010538
Learn to deliver compelling presentations with planning, engagement tactics, multimedia use, adaptable style and dynamic delivery for confident communication
R225
Personal Selling Skills: SMME | 2 CPD Points | FPI241010529
Develop an understanding of Personal Selling fundamentals, explore sales strategies, navigate the sales process, and acquire the skills that make a winning salesperson
R250