The right learning for financial advisers
| |

The right learning for financial advisers

When it comes to learning for financial advisers, you will find a variety of offerings and solutions. Especially with the CPD requirements announced in BN194 of 2017 that financial planners and advisers must adhere to if they want to keep their license to provide advice and intermediary services. Regulatory requirements often create an environment where…

The current landscape of CPD for financial advisers
| |

The current landscape of CPD for financial advisers

I recently posted my thoughts around continuous professional development (or CPD for short) for financial planners and financial advisers on Linkedin but I wanted to elaborate more on my views by writing this article. It will be great to hear your perspective and experience with CPD offered in the market since it became a Fit…

The Future of Francois du Toit Consulting and Technology
|

The Future of Francois du Toit Consulting and Technology

When you combine your financial planning and tax experience obtained since 1998 with a passion for learning, technology and business, you quickly find yourself in an overwhelming position.  One where you can offer and help financial professionals with anything and everything they need. And then you try to do exactly that. I recently published a…

What a basic barista course taught me about building a legendary financial services practice
| | |

What a basic barista course taught me about building a legendary financial services practice

I always had this yearning to learn more about coffee and specifically how coffee is supposed to be made (the drink, not the bean). I came across the “Coffee Talks” sessions offered by the Green Bean Coffee Roastery in Muldersdrift, and it sounded like a great introductory opportunity. And at only R 250 per person,…

The Premier Income Tax Course for Financial Planners and Advisers
| | | | |

The Premier Income Tax Course for Financial Planners and Advisers

For the first time, I am making my Income Tax Course available in a face-to-face format. This is not a workshop or a masterclass.  It is a full-blown, hands-on course.  I share everything you need to know below. The course will take you from a beginner to the skills and knowledge you need to raise…

Introducing PROpulsion:  The financial professional’s catalyst to exponential growth
| |

Introducing PROpulsion: The financial professional’s catalyst to exponential growth

Introducing PROpulsion:  The financial professional’s catalyst to exponential growth  Francois du Toit is very pleased to be launching a new free initiative that is designed to bring the industry together and to help financial advisors run successful businesses.   PROpulsion is a series of podcasts for ambitious advisors wanting to take their businesses up to the…

Should Financial Professionals ditch newsletters for video?
| | |

Should Financial Professionals ditch newsletters for video?

Financial Planners are starting to ditch the traditionally written newsletter in favour of video newsletters.  The question is if that is the right, or rather more appropriate solution?  We are not convinced. Newspaper, radio and television These are three different forms of communication of which the newspaper is the oldest, then radio and then television. …