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…
I recently posted my thoughts around continuous professional development (or CPD for short) for financial planners and financial advisers on Linkedin but I wanted to elaborate more on my views by writing this article. It will be great to hear your perspective and experience with CPD offered in the market since it became a Fit…
After the success of our Premier Income Tax Course that we offered in July 2019, we are excited to announce our next course: Business Assurance. 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…
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. The course will take you from…
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…
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…
Our online platform, Circulus Online, launched the Infinity CPD Membership in July 2018 with the purpose of providing financial professionals with the best content at the best price to enable their continued professional development. All content has one aim. To grow your business. All CPD content, programs, and courses are designed and built to achieve this. That is what makes…
On Thursday 20 September 2018 we launched our brand new offering called Session Privée. Session Privée is French for “private sessions”. Session Privée offers face-to-face sessions to financial planners, advisers, broker consultants, paraplanners, accountants, bookkeepers, and tax practitioners. Watch the 1-minute launch video: How many people can attend a session? Attendance is limited to only 8…