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Available courses

The course will provide you with the tools to conduct an annual client review.

The webinar will enable you to understand the various factors that need to be considered when planning for retirement.

This webinar will provide you with an understanding of the investment environment.

The webinar will provide you with an understanding of the estate planning enviroment.


This course is a high-level understanding of the impact of the Annuitisation of Provident Funds on 01 March 2021 


The course will enable you to have meaningful discussions with your clients, to create financial plans using the Avalon Wealth Planning Tool.

The course will enable you to capture and analyse the client's information using the Avalon Estate Plan tool.  To understand and explain the Estate Plan Report in plain language.

This course will teach you the right balance of assertiveness and how to avoid being passive, passive-aggressive, or aggressive. Through learning assertiveness phrases, behaviours and body language, you will be able to handle conflict confidently, get your opinions respected, and take criticism constructively.

This course will enable you to properly prioritize your obligations, allowing you to improve performance and productivity. As a result, you’ll also achieve a better work/life balance, minimize the stress related to managing your tasks efficiently, and, ultimately, improve working relationships.

The course will enable you to assess your level of self-respect and dignity, to display patience, to say no diplomatically, and to make a positive impression allowing you to develop more meaningful relationships with colleagues, and to build a pleasant work environment that boosts productivity.

This course will teach you to identify characteristics of an effective problem solver, challenge your go-to problem-solving habits, inspire you to be more creative and give you a variety of diagrams to help you develop creative problem-solving methods. As a result, you will be able to overcome traditional thinking patterns, have more confidence in your ability to handle problems as they arise and be able to assess the impact of possible solutions.

This course will enable you to learn the components of critical thinking and avoid blocks to critical thinking. As a result, you’ll be able to think more creatively and independently, make better decisions by problem-solving systematically, identify the value of ideas and reach well-reasoned conclusions.

To be an effective communicator is not only about the way you speak or your writing skills, but a truly gifted Communicator is also an exceptional Listener. Research shows that being a great Listener might help you succeed in your current role and, it will help you be a Great Leader. So...it pays to be a good Listener.


This program is designed to provide you with the knowledge and tools to develop your emotional intelligence. You’ll learn how to avoid self-sabotaging outcomes by altering how you perceive and respond to emotionally-charged situations. In addition, you’ll improve your ability to resolve conflict constructively, create a productive work environment, build and mend relationships, and bounce back from setbacks and disappointment.

How to Make Yourself Indispensable is a comprehensive course designed to make you an invaluable employee. It teaches you the skills you need to adapt to—and even embrace—situational changes at work. You’ll learn how to thrive under pressure and expand your career opportunities by taking initiative, effectively resolving problems, sharing your knowledge, and being an overall positive influence in the workplace.

This course is designed to give you the tools you need to recognize your emotional triggers, control your emotional and physical responses, and handle other’s emotions.  As a result, you will be able to communicate more effectively with supervisors and coworkers, be able to channel negative energy into more positive and productive activities, and will promote your overall emotional intelligence.


Learning to manage projects effectively not only benefits your organization, but it also benefits you. Being able to carry a project through from inception to completion, on time and with the required budget, makes you more valuable to your organization and improves your career prospects by providing you with a critical skill. 

In this course, you will learn the four different stages of project management, why each of these stages is important and how to carry them out in a way that helps the project succeed

While using social media effectively requires caution and good judgment, it can also have significant benefits, such as creating loyal, long-term customers and improving relationships with employees, vendors, and suppliers. 

This program looks at the actions you should take—and those you should avoid—to use social media successfully in your workplace.


 People judge us by the way we write, just as they do by the way we dress or talk.

Picture a workplace where mistrust is the norm, employees are concerned with protecting their reputations, and teams seek to defend their “turf” and often fail to keep their promises.

This course will address the questions that will help you understand the nature of influence and persuasion, and giving you tools to be more successful at it. Throughout this course we are emphasizing the importance of understanding others as a foundation to influencing without manipulation. 

Cultural competence is the ability to understand and interact effectively with people from other cultures.

The most common understanding of ethics is that it has to do with standards of right and wrong, and how people should behave. 

Each one of us has a perception of reality about how the world works—a mental model that provides understanding, guides thinking, and directs decision making.

Sharing information in the form of a report is an integral part of most workers’ daily responsibilities. Without the right information or the right delivery (both in writing and in person), a report can do more to hinder communication than support it. 

The old expression says “two heads are better than one.” That’s certainly true when collaboration runs smoothly.  But what about when people argue, work gets stalled, and contention is prevalent? 

Please note this is a closed book assessment.

No notes allowed.

Good luck!