The right learning for financial advisers
Articles | CPD | General

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
Articles | CPD | General

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
Articles | General

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
Articles | General | Marketing | Practice Management

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,…

Ep. 0 – Introducing PROpulsion – The Financial Professional’s catalyst to exponential growth
General | Podcasts

Ep. 0 – Introducing PROpulsion – The Financial Professional’s catalyst to exponential growth

In Episode 0 (zero), Francois du Toit introduces PROpulsion. He discusses why he started the podcast, who the podcast is for, our mission, the format, guests we will interview and a few other bits and pieces. Transcript: 00:00 We’ve been thinking about starting a podcast for the last two years, but there were always like,…

Session Privée for Financial Professionals
Articles | General

Session Privée for Financial Professionals

On Thursday 20 September 2018 we launched our brand new offering called Session Privée.  Session Privée is French for “private sessions”. Session Privée offers face-to-face sessions to financial planners, advisers, broker consultants, paraplanners, accountants, bookkeepers, and tax practitioners. Watch the 1-minute launch video: How many people can attend a session? Attendance is limited to only 8…