Welcome to your Testamentary Advice – Module 7 course! By clicking on the Get Started button below, you can access all the training material you need to complete each session. You will earn on average 3 CPD points per session.

    • New sessions will be loaded on the first of each month.
    • You have the first two weeks of each month to download and familiarise yourself with the content of the chapter, including the case study. Do not yet answer the online assessment.
    • Together with your Manager and team, you will attend a mid-month session which will be hosted on MS TEAMS and facilitated by Francois du Toit. During the facilitation, Francois will go through the case study with you and demonstrate its practical application, as well as answer any questions you may have. 
    • After each facilitation session, you will have until the 28thof the month to complete the online assessment which will consist of approximately 15 multiple choice questions.

Facilitation Dates will be communicated via email.

Please note: It is compulsory for all Sales roles and recommended for everyone.

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BENEFITS OF OUR COURSES

 

All CPD activities are verifiable, as required.

MORE CONTENT

In addition, you can access other Capital Legacy sponsored courses right here on the platform, at no extra cost.

Other courses available, include:

World Wide Wills and dealing with Offshore Assets
Estate Taxes Part 1
Estate Taxes Part 2
Taxation of Trusts
Purpose Driven Trusts

UNIQUE CONTENT

The content of our courses is designed and created with purpose. You will receive relevant, industry-related information within each of our courses.

When you are better informed you will be able to help your Clients make well-informed decisions, ensuring their Estate Planning is holistic and the best you can offer them.

Capital Legacy (Pty) Ltd is an Authorised Financial Services Provider. The Legacy Protection Plan is underwritten by Guardrisk Life Ltd.

Circulus Online is a Recognised CPD Provider (Provider nr. 138186)

Course Syllabus

Course Information

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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.