The foundation
Personal Financial Strategy™
Every course we run is built on PFS™ — a holistic methodology that integrates, coordinates, and optimises across products and services so a client's financial goals can be realised systematically. Advisors learn to build a long-term master plan that is robust enough to withstand economic shocks.
Explore the full methodology →01
Deep analysis tool
Simplifies a genuinely complex planning process.
02
Communication methodology
Advisors empowering clients to articulate goals and sensitive information.
03
Robust planning methodology
Iterative processes that build a resilient master plan, connecting all life goals.
The courses
Two accredited tracks.
Foundation
PFS — Elementary
A 3-day intensive that grounds advisors on the client's goals through a highly structured set of fact-finding questions, coupled with critical soft skills to quantify and qualify financial goals.
3-Day Training
IBF-STS
PL3
TGS-2026063228
Nett fees shown reflect the IBF-STS course-fee subsidy and are subject to eligibility criteria. Speak with us to confirm your funding and intake options.