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Estate Planning Course

February 7, 2020 - February 28, 2020

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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.

The course will take you from a novice to the skills and knowledge you need to raise the level of your advice and in turn the trust and status you hold with your clients.  It will open opportunities you never imagined before.

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 CPD points*;
  • Earn a Certificate of Completion.


  • 2 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;
  • Understand and apply the Wills 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.


  • 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 all our courses.  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:  We await confirmation from our Professional Body

Class Dates, Times and Venue


  • Waterstone House, Stonemill Office Park, 300 Acacia Road, Darrenwood, 2194

Class dates:

  • Friday 7 February 2020
  • Friday 14 February 2020
Class times:
  • 9.00 until 15.00 each day
Assignment due date:
  • Friday 21 February 2020
Final Exam:
  • Friday 28 February 2020


R 3 950 per person, payable before the course starts.

Ignite Members receive a significant discount and pay only R 2 965.

For your convenience you can choose from 3 payment options:

  • Once-off payment:  Pay the full amount using your credit card, cheque card or InstantEFT (Best Value)
  • 2 months:  Pay in 2 installments using your credit card or cheque card
  • 3 months:  Pay in 3 installments using your credit card or cheque card

Enroll now

Book your seat before the opportunity closes on Wednesday 5 February 2020 @ 17.00.

Additional value adds included

It is important to us that you get results and therefore we include additional tools and resources with our compliments.

  • Each person will receive a Clifton Strengths Assessment to determine their Top 5 Talents with our compliments.
  • Complimentary Fiduciary and Investment Case Studies Student Edition Book by Carmen Venter
  • After the course has been completed, you will also be invited to an exclusive invitation-only live webinar where you will learn more about how you can use your talents to supercharge your personal and business growth, and again with our compliments.

Have some questions we can answer first?

Please contact us.

What others say about our courses

Visit our testimonials page to watch and hear what previous attendees struggled with within their practices, why they enrolled in our courses, what they experienced during the courses and how they feel afterward.


February 7, 2020
February 28, 2020
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Francois du Toit


Waterstone House, Stonemill Office Park, 300 Acacia Road, Darrenwood, 2194
300 Acacia Road
Darrenwood, Gauteng 2194 South Africa
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