Estate Planning 2020

The course will take you from a novice to the skills and knowledge you need to raise the level of your advice and in turn the trust and status you hold with your clients.  It will open opportunities you never imagined before.


Estate Planning is almost always associated with a person passing away.  But it is so much more than that.

 
Financial Planning consists of a number of different areas.  None of these areas are independent of the other.  Estate Planning is one of the areas that is impacted by all other areas of financial planning. 
 
It is, however, one of the most neglected areas of financial planning.
 

What to expect

This program will equip you to do several things:

  • Significantly increase the value you offer your clients;
  • Identify risks and opportunities that will better your practice and grow your business;

In the course:

  • We do lots of examples and practical application to ensure you can apply what you learned immediately after finishing the program;
  • We start with the basics and build from there;
  • We speak in plain and simple language;
  • We provide templates you can use;
  • Earn CPD points*;

Duration:

  • +- 6.5 hours

Learning Outcomes / Objectives

By the end of this program you should be able to:

  • Define Estate Planning and the different objectives thereof;
  • Understand the various marital regimes;
  • Understand and apply the Intestate Succession Act;
  • Understand and apply the Wills Act;
  • Identify Property and use appropriate values;
  • Identify and include Deemed Property;
  • Apply deductions allowed by the Estate Duty Act;
  • Calculate all fees and taxes, including the new Master’s Fees, Estate Duty, and Donations Tax calculations;
  • Determine the residue;
  • Calculate Estate Duty payable;
  • Apply the Rapid Succession Rebate;
  • Calculate the apportionment of Estate Duty between different persons that are liable;
  • Perform a liquidity analysis;
  • Understand and apply various Estate Planning tools and solutions.

Pre-requisites

  • Basic understanding of Estate Planning will be beneficial but not a requirement;
  • Good understanding of financial products;
  • Eagerness to learn.

Who must enroll in the program

  • All Financial Planners and Advisers providing Financial Planning advice to Businesses, Business Owners, and Individuals;
  • Financial Planners and Advisers who have basic knowledge and want more in-depth knowledge and skills;
  • Tax Practitioners assisting clients with Estate Planning or related advice;
  • Para Planners or prospective Para Planners;
  • Support Staff of Financial Advisers and Financial Adviser Practices who assists with preparing FNAs;
  • Key Individuals managing and overseeing Representatives that provide advice to clients;
  • Broker Consultants who want to provide enhanced consulting services to Financial Advisers;
  • Sales Managers working with teams of Financial Advisers;
  • Accountants and Lawyers providing estate planning services;
  • Fiduciary Practitioners and their staff;
  • NQF6, 7 and 8 in Financial Planning Students.

Difficulty Level

The program starts off with some basics and it builds from there to an intermediate and advanced level.

The program is rated as Intermediate/Advanced, as it is expected that you have a basic understanding of the subject already.  You will greatly benefit from this program and have more knowledge and skills to grow your practice and to increase the value you offer your clients.  We go into detail and therefore this is not an introductory course.  It is an intermediate/advanced course that includes introductory elements that ensure you don’t get left behind.

CPD Points

CPD can be claimed for all our programs.  Our programs are administered by Circulus Online and comply with all the requirements for Fit and Proper with the FSCA as well as the Financial Planning Institute.  Therefore, CPD may be claimed for both purposes.

  • Total CPD points on successful completion:  6.5
  • Approval Number:  FPI200200122

Not sure yet if the course is for you?

  • Take the free lessons provided
  • Look for the green “FREE” icon in the lesson description below
  • Click on the lesson and enjoy!
  • No need to enroll
  • No need to register
  • Still not sure?  Please contact us to discuss your concerns
  • Also, check out our Frequently Asked Questions where we answer questions we receive most often

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.

Buy Estate Planning 2020

R1495.00

Introduction

Marital Regimes

Succession

The Gross Estate

The Net Estate

Estate Duty

Estate Planning Tools and Strategies

Practical Application

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