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October 2019
Business Assurance Course
R3950
Working with business owners? Would you like to work with business owners? Then this is the course for you!
Find out more »November 2019
9 opportunities from a client’s Income Tax assessment
Free
In this webinar, we discuss the 9 opportunities that are waiting to be discovered in a client’s income tax assessment. We use a real client’s income tax assessment to make this practical. When Tuesday 26 September 2019 8.30am - 9.30am Register here Click here to register CPD We await approval for CPD. We will confirm the number of CPD points upon approval of the webinar by our professional body. You must complete an online assessment to earn the CPD. The…
Find out more »December 2019
#ASCEND2020 Business Strategy and Planning Event
R5500
Does this sound like you? Every year you vow to do your planning for the new year BEFORE you go on leave. And every year you run out of time. You get back in the new year and you continue on in the same vein as all the previous years. And nothing changes. Your subconscious haunts you with all the things you know you must spend time on for your business. And your life. Yet, you just don't get to it.…
Find out more »January 2020
CFP® PCE Preparation Workshop – 13 Feb 2020 Exam
R1500
Workshop to assist candidates in preparing for the CFP® Professional Competency Examination (PCE) taking place 13 February 2020.
Find out more »February 2020
Estate Planning Course
R3950
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…
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Employing Technology to Enhance Your Practice in 2020
Free
Technology is not what disrupts. It is not what makes us more innovative. Technology is an enabler. It is what gives us the opportunity and the power to be innovative, more efficient and to disrupt the way we deliver our services and advice to clients. YOU ARE INVITED In our next LIVE online session, we discuss: Various aspects and areas of a financial practice Problems and challenges What to focus on when getting started with technology Impact of the…
Find out more »March 2020
The Premier Income Tax Course for Financial Planners and Advisers
R3950
Our flagship income tax course that will open a new world of opportunities for financial planners, financial advisers and their practices
Find out more »April 2020
Financial Planning Refresher Live Online Event
R350
Attend our live online CPD accredited financial planning refresher event on the 8th of April 2020 from the comfort of your office or home and ensure you are up to date. Ignite Members pay less!
Find out more »May 2020
Business Assurance Refresher 2020
R350
Attend our live online CPD accredited financial planning refresher event on the 6th of May 2020 from the comfort of your office or home and ensure you are up to date. Ignite Members pay less!
Find out more »June 2020
Estate Planning Refresher 2020
R350
Attend our live online CPD accredited estate planning refresher event on the 9th of June 2020 from the comfort of your office or home and ensure you are up to date. Ignite Members and ProfileMe clients pay less!
Find out more »