Find the course for you

Stay Compliant | Pass Your Exams | Grow Your Career

Simplify your study process and maximise your chances of success with our proven preparation course.

Simplified Compliance Training for Busy Professionals

Our online training courses simplify complex legislation into easy-to-understand modules, video lesson insights and mock exams.
Still Unsure which course is right for you?

Choose your course below

RE 1

R1,500
Regulatory Exam Preparation Course for Key Individuals (Cat I and Cat IV).
  • You oversee and manage representatives without providing a financial service yourself.
  • You are involved in the strategic oversight of an FSP and its representatives.

RE 5

R 1,300
Regulatory Exam Preparation Course for Representatives in All Categories of FSP's.
  • You render intermediary services to a client.
  • You are listed as a representative on a license.
  • You provide advice to clients.
  • You are dealing with clients to provide a financial service.

RE 3

Contact us for more information about this training.
  • You are a representative involved in discretionary fund management on a Category II FSP license.
  • You are a key individual or are responsible for oversight of representatives rendering discretionary fund management services.

RE 4

Contact us for more information about this training.
  • You are a representative on a Category III FSP license actively involved in the bulking and reinvesting of client funds i.e. in a linked investment services provider environment.
  • You are a key individual or are responsible for oversight of representatives rendering services on a Category III FSP license (bulking of client funds) i.e. in a linked investment services provider environment.

What our clients say

Real professionals. Real Results.

I had the privilege of working with Liza Hietbrink in preparation for my RE exams. I continue to recommend her to colleagues and clients. Her deep knowledge of the various sets of regulations, strategic focus on key syllabus areas, and structured approach to exam preparation, made a significant difference in my success in passing the exams on first attempt.

Despite limited time available to prepare for the exams, Liza effectively tailored the training to maximise efficiency, ensuring that I was well-prepared and confident. Her ability to pinpoint critical topics and reinforce them with past exam paper questions, was invaluable. Thanks to her guidance, I approached the exams with clarity and confidence and a successful outcome. 
~
Hymne Landman
CEO
Wealth Management
Liza is a highly experienced training provider with over two decades in the financial services industry. Her training is practical and supported by relevant examples, making complex concepts easier to understand.  She offers customised training materials to meet client needs, and her regulatory exam training is regularly updated. The inclusion of multiple-choice questions further supports effective exam preparation. Liza’s structured and practical approach makes her training both relevant and valuable.
~
Elzabe Botha
DirectoR
Compli-Serve Gauteng
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