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Succession planning is an integral component of your business planning. Our gap analysis tool is now available to help you identify potential gaps in your Succession plans. Login into Knowmore and select the Tools tab to complete the gap analysis. Once completed, you will earn 1 CPD point for Online Practice Management Category.

By reading Wealth Intelligence articles and completing assignments you can earn CPD points. Learn more

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KnowMore is the Old Mutual Wealth site for online training and development for financial planners and staff. Learn more

Wealth Intelligence

Thought leadership, insights and business tips for financial planners and business owners.Read More

Online Courses

Practical, with the view to immediate implementation. For financial planners and staff.Read More


Informed by market demand. Relevant issues that most impact your business.Read More

Business Tools

Functional tools aimed at enhancing productivity, efficiency and profitability.Read More


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