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Home | Financial Planning

Financial Planning

Employing Technology to Enhance Your Practice in 2020

In this recorded webinar we discuss how you can employ technology to enhance your practice.

Earn 1.5 Verifiable CPD Points

Francois du Toit, CFP®

Estimated Time: 90 minutes

Difficulty: Intermediate
Social Media for Financial Professionals 2020

Earn 1 Verifiable CPD Point

Francois du Toit, CFP®

Estimated Time: 1 hour 20 mins

Difficulty: Intermediate
Estate Planning 2020

Earn 6.5 Verifiable CPD Points

Francois du Toit, CFP®
9 Opportunities for financial planning from a client’s Income Tax assessment

In this recorded webinar, we discuss 9 opportunities for financial planning that can be identified using a client's ITA34 tax assessment.

Earn 1 Verifiable CPD Point

Francois du Toit, CFP®

Estimated Time: 75mins

Difficulty: Intermediate / Advanced
Capital Gains Tax 2020

Earn 4.5 CPD points.

Francois du Toit, CFP®

Estimated Time: 5.5 hours

Difficulty: Intermediate
Tax Efficient Estate Planning in 2020

We discuss important aspects and various mechanisms for tax-efficient estate planning in 2020.

Earn 1 Verifiable CPD Points

Francois du Toit, CFP®

Estimated Time: 75mins

Difficulty: Intermediate / Advanced
Retirement Planning Advanced 2019

Earn 4 CPD points.

Francois du Toit, CFP®

Estimated Time: 4 hours

Difficulty: Advanced
Retirement Planning Intermediate 2019

Earn 5.5 CPD points.

Francois du Toit, CFP®

Estimated Time: 6.5 hours

Difficulty: Intermediate
Investment Planning Intermediate 2019

Earn 3 CPD points / hours

Francois du Toit, CFP®

Estimated Time: 3.5 hours

Difficulty: Intermediate

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