Estate Planning Course

After the success of our Premier Income Tax Course that we offered in July 2019, we are over the moon to announce our next course:  Estate Planning.

This is not a workshop or a masterclass.  It is a full-blown, hands-on course.  I share everything you need to know below.

Estate Planning is almost always associated with a person passing away.  But it is so much more than that.

Financial Planning consists of a number of different areas.  None of these areas are independent of the other.  Estate Planning is one of the areas that is impacted by all other areas of financial planning.  It is, however, one of the most neglected areas of financial planning.

What to expect

This course will equip you to do several things:

• Significantly increase the value you offer your clients;
• Identify risks and opportunities that will better your practice and grow your business;

In the course:

• We do lots of examples and practical application to ensure you can apply what you learned immediately after finishing the course;
• We start with the basics and build from there;
• We speak in plain and simple language;
• We provide templates you can use;
• Earn 7.5 CPD points;
• Earn a Certificate of Completion.

Duration:

• 3 class days (see details below);
• Assignment (submitted online);
• Final Assessment (completed online).

Learning Outcomes / Objectives

By the end of this course delegates should be able to:

• Define Estate Planning and the different objectives thereof;
• Understand the various marital regimes;
• Understand and apply the Intestate Succession Act;
• Identify Property and use appropriate values;
• Identify and include Deemed Property;
• Apply deductions allowed by the Estate Duty Act;
• Calculate all fees and taxes, including the new Master’s Fees, Estate Duty, and Donations Tax calculations;
• Determine the residue;
• Calculate Estate Duty payable;
• Apply the Rapid Succession Rebate;
• Calculate the apportionment of Estate Duty between different persons that are liable;
• Perform a liquidity analysis;
• Understand and apply various Estate Planning tools and solutions.

Course Syllabus

We have put together a course that focuses on all the important aspects from a financial-, retirement- and investment planning perspective.  The course is structured in a way that builds, step-by-step, from the basics.

For the full syllabus and what we cover in the course, please DOWNLOAD the syllabus here.

Pre-requisites

• Basic understanding of Estate Planning will be beneficial but not a requirement;
• Good understanding of financial products;
• Eagerness to learn.

Who must enroll in the course

• All Financial Planners and Advisers providing Financial Planning advice to Businesses, Business Owners, and Individuals;
• Financial Planners and Advisers who have basic knowledge and want more in-depth knowledge and skills;
• Tax Practitioners assisting clients with Estate Planning or related advice;
• Para Planners or prospective Para Planners;
• Support Staff of Financial Advisers and Financial Adviser Practices who assists with preparing FNAs;
• Key Individuals managing and overseeing Representatives that provide advice to clients;
• Broker Consultants who want to provide better consulting services to Financial Advisers;
• Sales Managers working with teams of Financial Advisers;
• Accountants and Lawyers providing estate planning services;
• Fiduciary Practitioners and their staff;
• NQF6, 7 and 8 in Financial Planning Students.

Difficulty Level

The course starts off with some basics and it builds from there to an intermediate and advanced level.

The course is rated as Intermediate/Advanced, as it is expected that you have a basic understanding of the subject already.  You will greatly benefit from this course and have more knowledge and skills to grow your practice and to increase the value you offer your clients.  We go into detail and therefore this is not an introductory course.  It is an intermediate/advanced course that includes introductory elements which ensure you don’t get left behind.

CPD Points

CPD can be claimed for this.  Our programs are administered by Circulus Online and comply with all the requirements for Fit and Proper with the FSCA as well as the Financial Planning Institute.  Therefore, CPD may be claimed for both purposes.

• Total CPD points on successful completion:  7.5