The right learning for financial advisers
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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…

Ep. 8 – Financial Wellness for Financial Advisers – Walking our own talk – with Francois du Toit
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Ep. 8 – Financial Wellness for Financial Advisers – Walking our own talk – with Francois du Toit

Financial wellness is a topic we often discuss in relation to clients and consumers.  However, a challenge for many financial advisers, especially in the early days, is to manage their own finances while building a new practice and ensuring their own financial wellness. Francois du Toit, CFP® discusses the first step that financial advisers can…