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October 2019

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Business Assurance Course

October 4, 2019 - November 8, 2019
Waterstone House, Stonemill Office Park, 300 Acacia Road, Darrenwood, 2194, 300 Acacia Road
Darrenwood, Gauteng 2194 South Africa
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Working with business owners? Would you like to work with business owners? Then this is the course for you!

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November 2019

question marks with text

9 opportunities from a client’s Income Tax assessment

November 26, 2019 @ 08:30 - 09:30
Online Webinar,

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…

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December 2019

people climbing a mountain with the words ascend2020

#ASCEND2020 Business Strategy and Planning Event

December 3, 2019 @ 08:00 - 17:00
Waterstone House, Stonemill Office Park, 300 Acacia Road, Darrenwood, 2194, 300 Acacia Road
Darrenwood, Gauteng 2194 South Africa
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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.…

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January 2020

lady biting on pencil in front of computer

CFP® PCE Preparation Workshop – 13 Feb 2020 Exam

January 24, 2020 @ 09:00 - 16:00
Waterstone House, Stonemill Office Park, 300 Acacia Road, Darrenwood, 2194, 300 Acacia Road
Darrenwood, Gauteng 2194 South Africa
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Workshop to assist candidates in preparing for the CFP® Professional Competency Examination (PCE) taking place 13 February 2020.

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February 2020

tombstones picture

Estate Planning Course

February 7, 2020 - February 28, 2020
Waterstone House, Stonemill Office Park, 300 Acacia Road, Darrenwood, 2194, 300 Acacia Road
Darrenwood, Gauteng 2194 South Africa
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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…

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Employing Technology to Enhance Your Practice in 2020

February 25, 2020 @ 08:30 - 10:00
Online Webinar,

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…

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March 2020

Income Tax Course Featured Image

The Premier Income Tax Course for Financial Planners and Advisers

March 6, 2020 - April 24, 2020
Waterstone House, Stonemill Office Park, 300 Acacia Road, Darrenwood, 2194, 300 Acacia Road
Darrenwood, Gauteng 2194 South Africa
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Our flagship income tax course that will open a new world of opportunities for financial planners, financial advisers and their practices

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April 2020

Financial Planning Refresher Live Online Event

April 8, 2020 @ 09:00 - 13:00
Live Online CPD Event
R350
man speaking with microphone and words announcing financial planning refresher

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!

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May 2020

francois du toit business assurance refresher

Business Assurance Refresher 2020

May 6, 2020 @ 09:00 - 12:00
Online CPD Event,

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!

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June 2020

Estate Planning Refresher 2020

June 9, 2020 @ 09:00 - 12:00
Live Online CPD Event,

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!

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