Quality Assurance in the Company

Since inception, quality assurance of our course material has been based on the following measures:

  • the use of a comprehensive library of exercises, case studies and explanatory text on a wide variety of topics;
  • checking and revision of these modules every time a course is presented;
  • the presenter completes a course summary sheet detailing any required changes which are then fed into the library;
  • there is a continuous review of course material to update case studies and implement suggested changes to the content and style which have arisen from the monitoring process;
    • monitoring our material against unit standards to ensure that we incorporate any new standards appropriate to the topic being presented;
  • maintaining a database of unit standards appropriate to our topics and reviewing these on a continuous basis at the same time as reviewing our material
  • the use of suppliers who provide us with a reliable, high quality service and interact with us in an ethical and responsible manner.

This approach ensures that our material remains current and accurate at all times.


  1. Goals
      • Operate as a profitable company applying the highest possible ethical standards, based on the CFA Institute’s Code of Ethics, with regard to bribery and corruption, conflicts of interest, money laundering and fraud.
      • offer career opportunities to our staff and financial benefits to all our stakeholders
      • comply with both the letter and the spirit of BEE initiatives
      • ensure that we deliver learning programmes which are:
        • client centred
        • outcomes based

    provide continually improving services to our clients

    • contribute to the economic development of the countries in which we operate through business training and consulting
  2. Means by which we aim to achieve these goals
    • become the best value-for-money provider of financial training and consulting services in our region
    • set the industry standard for service quality through
      • material
      • delivery style
      • client support
    • engage only employees and associates who take a great deal of pride in their work and who place significant emphasis on personal development and client service in all that they do
    • create and implement an annual skills development plan
    • operate within a participative framework of decision-making, management and ownership
    • retain our registration as an approved training provider with FASSET and ensure that staff obtain any other qualifications necessary in terms of the Act
  3. Products and product development in support of these goals
    • standard and customised personal, business and investment finance courses for corporates
    • material linked to unit standards as required by clients
    • assessment and moderation services for courses presented
    • business and investment finance courses direct to the public
    • investment courses for institutional clients
    • trustee training for pension fund trustees and managers
    • Chartered Financial Analyst (CFA®) preparatory programmes
    • entrepreneurial business skills programmes in schools and business
    • UNISA course support workshops
  4. Core management objectives
    • to ensure adequate capital and income for the business
    • to encourage all staff to develop appropriate skills and take increasing responsibility for self-management within the business
    • to ensure that there is effective communication between all employees and associates and between us and our clients
    • to minimise stress and maximise satisfaction so as to enable everyone to find the right balance between hard work and play
    • to ensure that succession and contingency plans are in place for the entire business
    • to ensure the long-term survival and steady growth of the School.