Finlite Financial Education
Finlite is an award-winning accredited INSETA training provider with a mission to revolutionize the financial sector by empowering financial planners with FAIS recognised courses and enabling people to establish better relationships with money through consumer education, conventional and digital solutions.
With Finlite, companies and professionals access a world of independent financial education resources to give them the edge by:
-
Up-skilling, re-skilling professionals to make their next career move and be compliant with the FSCA’s FAIS Fit and Proper requirements
-
Empowering consumers, communities and stokvels, offering the highest standards of financial education through our INSETA Training Provider accreditation and NCR license.
Our platform, funda.work offers a range of INSETA accredited financial planning qualifications; that is the Wealth Management NQF 5 and Long Term Insurance NQF 4 among others. Also professional courses like the RE 5 training and Class of Business, to employee financial wellness programs and consumer education topics like budgeting, savings, investing and debt management and one on one financial wellness coaching to improve financial health, wellbeing and productivity.
Our outstanding BBBEE Credentials
- We are a Level 1 BBBEE contributor as a 100% black owned and managed EME business.
- Our management team is 50% black female. Â
- Our whole team is made of 66% black talented females
- And 67% of the team is youth that are previously disadvantaged individuals (PDI).Â
Testimonials From Our Financial Planner Training and Employee Financial Wellness Clients
BOITUMELO IS ONE OF OUR SUCCESSFUL BURSARY RECEPIENTS FOR FINANCIAL PLANNING COURSES: "I registered with Finlite in 2021 and awarded a partial bursary for my tuition fees because I met their bursary requirements. I couldn't believe it! I enrolled for the Wealth Management NQF 5 certificate. The support was beyond amazing. Before I completed the course, I also wrote my RE 5 board exam and passed. Before I could even finish the qualification, I was being head hunted for senior positions. I'm beyond grateful for what Finlite did for me. I have been recommending my colleagues to them."
Boitumelo Nyanto
Financial Planner
WE PROVIDED EMPLOYEE FINANCIAL WELLNESS SOLUTIONS TO CAPITEC BANK THROUGH A MOBILE APP AND CALL CENTER: "Capitec has been using Finlite Financial Education T/A Seed of Prosperity. The product suite and delivery method evolved with and even ahead of client demand, this shows uncanny understanding for the clients they deal with who are our employees. Noteworthy is that they haven't dealt with a similar profile of clients before. In my view, they are delivering very good service. They they further show a keen interest in getting to understand the underlying reasons for financial distress in each situation. "
Delray Brikkels
Manager in Credit Policy and Training - CAPITEC BANK
WE PROVIDED ONE ON ONE FINANCIAL WELLNESS CONSULTATIONS TO OMINA EMPLOYEES: "Finlite Financial Education/ Seed of Prosperity has been providing financial wellness services to Omnia Fertilizer in Sasolburg since 2015. The value they have added to our employee's lives is incredible. Our employees have become more financially savvy through weekly consultations with an onsite consultant. They helped in the reduction of interests, debt as well helped employees keep assets that were about to be repossessed. We highly recommend their service."
Ntsiki Williams
Human Resources Manager - Omnia Fertilizer
How to cope with financial challenges of coming from a previously disadvantaged background.
The purpose of this course is to ensure individuals acquire knowledge and guidance regarding tried and tested wealth management principles.
4 x Online Coaching sessions with one of the best RE 5 Experts in the country with over 80% pass rate.
Finlite Achievement Timeline
2021 AWARDED HIGHEST FUNDING FOR INNOVATION BY United Nations Development
This was for developing a digital platform to link young people especially in rural areas and townships (PDI) to access the right skills and employment opportunities.
2022 LAUNCHED FUNDA.WORK digital platorm
An end to end platform designed to bridge the gap between skills and work exposure for young people from previously disadvantaged backgrounds. It provides free and premium courses, access to mentors to do real life work and a job board with for learnerships, internships and entry level opportunities.
2020 Launched a R 3 Million bursary fund
The fund seeks to grant learning opportunties towards our INSETA accredited FAIS qualifications. The Bursary Closed in 2023.
2022 Our stokvel podcast ranked among best in the world
The Stokvel Revolution Podcast produced by our CEO, Andile Fulane and hosted by Stokvel expert, Palesa Lengolo was ranked one of most shared on Spotify under the business category
Speak to finlite for your consumer education, employee financial wellness or fAIS Qualifications & SDF Services
