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Buy and Sell Pitfalls and Implications

Buy and Sell Arrangements are simple in concept, but hold many pitfalls and implications that Financial Planners and Advisors must consider.

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

CPD

The webinar offers 1 verifiable CPD point (you must complete an online assessment to earn the CPD) for both the FPI and FSCA requirements. 

Approval nr: FPI19090040

The cost of the online assessment for CPD is:

Igniters: Complimentary, it should already be added to your profile
– Non-Igniters: R 215

Learn more about Ignite and how to join.

Course Information

Estimated Time: 1 hour

Difficulty: Intermediate

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.

Buy and Sell Non-Igniter

R215.00
access until 1 Sep 2020 12:00 am

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