Refresh Your Knowledge and Skills

Live Online

Refreshers are offered exclusively online and are live events. No recordings are available.

Time Efficient

We only focus on the most important aspects and don't waste time on unnecessary ones. 3.5 hours packed with the most valuable content. And you don't have to drive anywhere.

Cost Effective

We have managed to offer refreshers at the most competitive pricing. You will be left saying that it should have been twice the price!

Purpose of our Refreshers

Our refreshers are designed with one purpose in mind.

To deliver only the most important and valuable information in the shortest amount of time so you can stay at your sharpest.

All our refreshers are focused on practical application backed by the necessary theory.

What can you learn?

We offer several live online refreshers.

Financial Planning

Financial Planning knowledge, skills and calculations are a crucial part of the equation. However, the other half of the technical financial planning equation is applying it in practice. And this what we designed our financial planning refresher to deliver.

Estate Planning

This refresher is designed to help you get up to speed quickly in a way that enables you to apply everything in practice. We leave opportunities on the table when we miss important estate planning aspects. Not event considering the advice risk we incur.

Business Assurance

Helping business owners protect their business, personal estate and dependents against financial consequences due to unforeseen events is critical. The knowledge, skills, and the required calculations are a crucial part of the equation.  So is applying it in practice.

Income Tax

Income Tax and Capital Gains Tax play a critical role in all areas of financial planning. They can work for you or against you. Staying up to date with this ever-evolving area of financial planning is critical and highly beneficial to both you and your clients.

Can you earn CPD?


All our live online refreshers are approved for CPD.

Each refresher is approved and CPD points are indicated in the program information on the site.

Earn between 2 and 3 CPD points per refresher. A certificate is issued electronically for each refresher that you attend. Furthermore, all CPD points are verifiable and meet both the Financial Planning Institute and FSCA requirements.