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Webinars

Delivering a great virtual customer experience

SPECIAL WEBINAR

Wow your clients virtually every single time!

Francois du Toit, CFP®

Estimated Time: 60 mins

Difficulty: Intermediate
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
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
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
How a simple mistake cost an advisor more than R 200k

In this recorded webinar, we discuss a real-life client who was about to retire, the advice they sought and the advice they received.

Earn 1.5 Verifiable Ethics CPD Points

Francois du Toit, CFP®
Buy and Sell Pitfalls and Implications

In this recorded webinar, we discuss valuation pitfalls, income tax and estate duty implications, is share buy-back an option and aspects particular to healthcare professionals.

Earn 1 Verifiable CPD Point

Francois du Toit, CFP®

Estimated Time: 1 hour

Difficulty: Intermediate
7 powerful habits to build a legendary financial services practice

In this recorded webinar, we discuss 7 powerful habits that will help financial professionals build the practice of their dreams, much quicker than they may experience currently or than they think possible.

Earn 1 Verifiable CPD Point

Francois du Toit, CFP®
Fundamentals of Trusts

Earn 1 CPD Points or Hours

Renate Jute, CFP®

Difficulty: Beginner / Intermediate

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