10/09/2026
$80 trillion changing hands between generations means a wave of financial decisions your clients haven't made before, and they'll be looking for an advisor who has.
Organisations that train ahead of this shift position themselves as the trusted name clients turn to. Our OC: Financial Advisor qualification builds that readiness: client needs analysis, regulatory grounding, and advice relationships built for the long term.
NQF Levels 5 and 6, with clear specialisation routes beyond.
Prepare your team for the moment, not after it.
Learn More: https://hubs.li/Q04wJ25w0