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:
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.
- Our whole team is made of 66% black talented females
- And 67% of the team is youth that are previously disadvantaged individuals (PDI).
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 NyantoFinancial 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 BrikkelsManager 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."