Business Assurance Refresher 2020

Helping business owners protect their business, personal estate and dependents against financial consequences due to unforeseen events is critical.

The goal

The goal is to help business owners:

  • Protect remaining shareholders in the event of his or her death or disability;
  • Protect their personal estates;
  • Ensure their dependents receive fair value from business interests;
  • Protect the business against a loss in income should a key employee pass away or become disabled;
  • Plan for future expenditure and replacement of assets;
  • Implement solutions to keep employees for longer.

Business Assurance Planning knowledge, skills, and the required calculations are a crucial part of the equation. It is also imperative to be able to apply it all in practice.

The environment

The environment in which we operate continuously changes, and rapidly so, necessitating the need and responsibility to ensure we remain up to date. Often, we learn things, but we don’t get to use them regularly, leading to our knowledge on certain aspects to become a little rusty.

Our Business Assurance Refresher for 2020 is designed to help you get up to speed quickly in a way that enables you to apply everything in practice. We leave opportunities on the table when we miss important financial planning aspects. Not event considering the advice risk we incur.

What to expect

  • Practical and easy to follow
  • Business Valuation
  • Interpretation of financial statements
  • Buy and Sell Arrangements
  • Key Person Assurance
  • Debt and Loan Cover
  • Preferred Compensation
  • Income Tax, Capital Gains Tax and Estate Duty Implications


You will earn 3 verifiable CPD points on successful completion.

Course Information

Course Instructor

Francois du Toit, CFP® Francois du Toit, CFP® Author

Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

Business Asurance Refresher 2020

1 year of access

Get immediate access for 12 months

What Others Have Said