The right learning for financial advisers
Articles | CPD | General

The right learning for financial advisers

When it comes to learning for financial advisers, you will find a variety of offerings and solutions. Especially with the CPD requirements announced in BN194 of 2017 that financial planners and advisers must adhere to if they want to keep their license to provide advice and intermediary services. Regulatory requirements often create an environment where…

Estate Planning Course

Estate Planning Course

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…

Ep. 12 – The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit
CPD | Podcasts | Practice Management

Ep. 12 – The key to increasing your value and crucial aspects all FSPs, key individuals and representatives must know about the 2019/2020 CPD cycle with Francois du Toit

Much has transpired in the last 6 weeks as the first CPD cycle came to an end on 31 May 2019. In this episode, we talk about what happened when the 2-month exemption was announced, Francois’s Linkedin post that went viral and the comment that made the light bulb go on. We discuss why CPD…

The Premier Income Tax Course for Financial Planners and Advisers
Articles | Courses | CPD | Financial Planning | Personal Income Tax | Tax on Retirement Fund Lump Sums

The Premier Income Tax Course for Financial Planners and Advisers

For the first time, I am making my Income Tax Course available in a face-to-face format. 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 beginner to the skills and knowledge you need to raise…