The Encompass Customer Journey Framework
Click through each step to see how we guide you from consultation to independent success.
Learning Pathways & Specializations
Customize your learning journey with specialized simulation tracks.
Recommended Training Schedule
A structured timeline to maximize your training effectiveness.
Support, Concerns & Resolution
Access ongoing coaching, help resources, and conflict resolution.
Your Experience & What to Expect
Step 1: Consultation & Onboarding
Clients either enquire directly or are contacted by our team following an initial expression of interest.
An appointment is scheduled to clarify objectives, answer questions and assess product suitability.
During this consultation:
- The product structure is explained in detail
- All terms, conditions and payment obligations are discussed
- Expectations are aligned prior to activation
This ensures correct product fit and expectation alignment before activation.
- Upon acceptance, product activation takes place
- You will receive secure system access and login credentials
- A quick intro to instructional videos
Step 2: One-on-one Orientation Session
You will be contacted by our Support team to schedule a one-on-one session with a senior technician.
This session takes about 2 hours, and includes:
- Assistance with computer setup if required
- Full platform walkthrough
- Tools overview
- Detailed information about help, support and backup services
- Guidance on placing a first simulation trade
- Explanation of live trading account activation (where applicable)
- Assistance with registration of a live trading account if required
Step 3: Structured Follow-Up & Check-In
Clients are placed into a structured follow-up process designed to ensure ongoing clarity and comfort.
This includes:
- Online Platform functionality walkthroughs
- Allocation and introduction to “your guy”
- Progress check-ins
- Encouragement to raise questions
- Guidance on next steps
Step 4: Structured Training
Progress is client-driven, supported by structured guidance.
Active communication is essential to maximise the value of the program.
- Four core training sessions:
- Basic overview
- Analysis training
- Self-assessment and understanding
- Performance analysis
- Guided video modules
- Live sessions
- One-on-one support (upon request)
- Ongoing skill reinforcement
Step 5: Skill Development and 12-Month Simulation Phase
During this phase, knowledge and skills are reaffirmed through live sessions with our Gurus. This includes:
- In-depth technical sessions
- How to interpret buy and sell signals and other technical analysis
- Bi-weekly market overviews and sector analysis
- How to profit from market movements
Simulation performance forms the basis of progression decisions.
Clients are responsible for reviewing the terms of their simulation agreement and engaging proactively throughout the program.
- Practical application
- Trading psychology
- Risk management discipline
- Strategy testing
- Performance tracking
Step 6: Ongoing Coaching & Support
Support remains available throughout the lifecycle of your agreement.
- Technical assistance
- Strategy clarification
- Simulation Account guidance
- Continued development support
The Finish Line Outcome
Clients are equipped with structured knowledge, disciplined application skills and ongoing support to participate independently in the financial markets.
Ongoing support requires reasonable client engagement. Where scheduled calls or communications are not responded to, service availability will be considered fulfilled unless further assistance is requested.
Learning Pathways & Specializations
As clients develop, structured pathways allow progression into specialized disciplines like Encompass FX, Investnet or Nova Spire
Encompass Foundation
Choose Your Next Steps
Recommended Training Schedule
Successful participants typically dedicate 20–30 minutes per day
to developing their skills on the platform.
A simple daily structure could include:
- 10 minutes – Learning
Watching educational modules or recorded training videos. - 10 minutes – Practical Application
Completing exercises, assessments, or placing simulation trades. - 10 minutes – Review & Analysis
Reviewing trade decisions, journaling, and analysing results.
Small, consistent engagement builds familiarity with the markets and the platform over time.
Participation is key.
Now introduce the monthly progression.
Month 1
Foundations
Focus:
Understanding how everything works.
Learning areas:
- Platform navigation and system orientation
- Simulated trading and how it works
- The basics of investing and trading
- Building a trading plan and journal
Outcome:
By the end of the first month, clients typically feel comfortable navigating the platform and placing simulation trades.
Month 2
Trading Psychology
Focus:
Developing the right mindset.
Learning areas:
- Managing emotions when trading
- Understanding fear, greed and FOMO
- Handling losing trades and winning trades
- Risk management and discipline
Outcome:
Clients begin to understand that trading success is strongly linked to discipline and emotional control.
Month 3
Market Analysis
Focus:
Understanding how markets move.
Learning areas:
- Technical analysis fundamentals
- Chart reading and patterns
- Indicators such as RSI, MACD, Moving Averages and Bollinger Bands
- Support and resistance levels
Outcome:
Clients can begin identifying potential opportunities in the market and testing ideas within simulation trading.
Month 4 +
Strategy Development
Focus:
Refining your approach.
Learning areas:
- Applying structured trading strategies
- Evaluating past trades
- Understanding market news and economic events
- Developing a personal trading approach
Outcome:
Clients move toward more independent analysis and decision making, while still practicing within simulation trading.
The core video curriculum consists of approximately 56 short lessons (under 10 hours total).
Clients who complete one lesson per day, six days a week, typically finish the full educational program in about 9–10 weeks
Progress varies for each individual, however consistent daily engagement with the platform is one of the most common traits among successful participants.
Support, Concerns & Resolution
Need Assistance With Your Account?
Most concerns are resolved quickly through early communication and structured support.
Now introduce the monthly progression.
Account Support
How do I get help with platform access or login issues?
If you are experiencing login or platform access problems, please contact our support team.
Support can assist with:
- Login or access issues
- Platform guidance
- Technical troubleshooting
Support Email:
support@encompass.net.za
Remote support sessions may be arranged where required.
Payment Assistance
What should I do if I’m experiencing payment difficulty?
If you are experiencing temporary financial pressure, we encourage you to contact us early so that we can review your situation.
For clients on the monthly service plan, assistance may include:
- Debit order or billing queries
- Temporary payment difficulty discussions
For clients who purchased Encompass in full, please note:
- Your request will need to be discussed directly with your consultant.
- If the matter is not resolved within 24 hours, please email info@encompass.net.za.
If your purchase was financed through CT International, they are a separate entity and can be contacted directly:
Phone: 021 590 8500
Email: info@ct-international.com
Agreement Questions
Where can I get clarification about my agreement or subscription?
If you have questions about your agreement or the services included, our team can assist in explaining the relevant terms.
Common queries include:
- Service agreement overview
- What support services include
- Subscription access and terms
For agreement-related queries please contact:
info@encompass.net.za
Arrears & Account Resolution
What happens if my account falls into arrears?
If payments have been missed, your account may fall into arrears. Our team can assist in reviewing your account status and discussing options to bring the account back into good standing.
Support may include:
- Reviewing outstanding balances
- Settlement of arrears
- Discussing possible payment arrangements (where applicable)
For assistance with arrears resolution please contact:
surita@encompass.net.za
Early Termination & Settlement Information
What if I want to change or end my agreement?
Before you escalate:
- Check your training progress
- Book a support call
- Review FAQs
Many concerns are resolved quickly through these channels.
If you are considering cancellation or early termination, we recommend reviewing your agreement and discussing your concerns with our team first so that all available options can be considered.
For clients on the monthly service plan, this may include:
- Discussing concerns with support
- Reviewing agreement terms
- Calculating settlement options if applicable
For clients who purchased Encompass, cancellation within the cooling-off period must be addressed directly with your consultant or emailed to info@encompass.net.za
Account Support
How do I submit a formal complaint?
If your concern has not been resolved through normal support channels, you may submit a formal complaint for review.
Please include the following information:
- Your full name and account details
- A clear description of the issue
- Any relevant supporting documentation
Expected response time:
Typically within 5 working days.