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Our Courses

Long-term Investing: Retirement

Wealth Creation

Free Course

Did you know that only 4% of South Africans are able to retire? And up to 70% of South Africans have little to no retirement plan? Unless you’re expecting an inheritance…

7 Chapters Week 1 – 4

Buying Residential Property

Wealth Creation
Free Course

When it comes to purchasing property, you will hear an array of quotes and packaged wisdom like “There’s no better time than now”, “The best time to plant a tree was 20 years ago…

7 Chapters Week 1 – 4

Basics of Debt

Economics
Free Course

We live in a country where inflation is still well above average wage growth and we have a dire unemployment rate and financially literacy rate, South Africans are more in debt than ever!…

4 Chapters Week 1 – 4 

Basics of Tax Explained

Tax

Paying taxes is something every working person has to do, but yet so few people really understand what tax is? Why do we pay tax? and how does tax work?  Through this course, we are going…

5 Chapters Week 1 – 4

How to Budget Like a Boss

Economics

Budgeting is one of the most important financial exercises to pave your way to financial success. Budgeting is essentially breaking down your income vs expenses to learn where…

4 Chapters Week 1 – 4 

Debit Cards & Credit Cards

Banking

They sit in our wallets and are used almost daily, bank cards carry our funds and almost every South African has one! In this PocketFin course, we explore the two main bank cards…

4 Chapters Week 1 – 4

CIS Investing

Wealth Creation

Collective investments, or commonly known as unit trusts provide a means for ordinary people to invest in the stock exchange alongside institutional investors and to potentially beat inflation…

6 Chapters Week 5

The Importance of a Will

Wealth Protection

A will is one of the most important financial documents you could ever have and is absolutely essential especially as your financial life progresses. A will is a formal written, signed legal document…

4 Chapters Week 5

Asset Classes Explained

Wealth Creation

An asset class is a group of similar kinds of investments. It’s a generalisation, not a detailed description, and can help you understand and manage your investments better. When dealing…

5 Chapters Week 6

E-Filing Explained

Tax

E-filing has been a game changer with regards to convenience when filing your tax returns, in this course we discuss the benefits of e-filing as well as a basic step to step guide on how…

4 Chapters Week 7

Personal Tax

Tax

Tax can often be overwhelming and difficult to understand. This course will provide you with a very basic and high-level understanding of personal income tax in general. From why…

5 Chapters Week 7

Introduction to Private Equity

Economics

In this PocketFin course we discuss the concept of private equity specifically for those looking at diversifying investments or who are in the process of starting a business and are considering…

4 Chapters Week 8

Building an Emergency Fund

Wealth Creation

What happens when one loses their job? When your car needs to go in for repairs? When you have an unexpected expense come up that can’t be covered by your monthly income? An emergency…

4 Chapters Week 9

Investing in Gold

Wealth Creation

Gold as an investment can trace back to 3000 BC where the advent of ‘money’ really came to being! In this PocketFin course, we learn about the history of gold, the various ways to invest in gold…

4 Chapters Week 9

Medical Aids Explained

Wealth Protection

It is everyone’s right to quality healthcare but the ever-rising costs of medical and hospital costs make it very hard for the average South African to afford. Joining a medical aid or getting a health… 

5 Chapters Week 10

Investment Fees Explained

Wealth Creation

Investment fees are one of the most important topics to understand when it comes to the creation of your wealth. Often very complex to understand with many abbreviations…

4 Chapters Week 11

Property Investing

Wealth Creation

Before reading our article on purchasing residential property, just like me, a lot of you thought the process to be too daunting. Now that you are a master at purchasing property, we would…

6 Chapters Week 11

Investing: Time Horizons and Risk Profiles

Wealth Creation

An investment risk profile and time horizon are very important elements to consider in any investment plan. By figuring out and understanding your time horizon and risk profile you can…

5 Chapters Week 12

Borrowing and Lending Money

Banking

From global banking giants to the street-side mashonisa, borrowing and lending money has greased the economic wheels of our society for centuries. In the first instalment in a series…

1 Chapter Course Week 13

Dread Disease Cover

Wealth Protection

Being diagnosed with a dread disease or severe critical illness can have major financial implications and have a major impact on the quality of life one may live. Unfortunately, a dreaded disease…

5 Chapters Week 13

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14 Day Free Trial

Sign up for FREE! No credit card details required for the first 14 days! Once your free trial expires you can upgrade to a Full Access or Premium Account at a low monthly cost.

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Full Access Membership

Our Full Access membership gives you access to all the PocketFin courses released on a weekly basis. Sign up for an annual subscription and save up to 33% on your subscription fees.

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