Circulus Online
  • Programs
    • All Programs
    • Financial Planning Programs
    • Accounting and Tax Programs
  • Bundles
  • WebinarsNEW
  • Cart
  • Sign In
Home | course
  • Employing Technology to Enhance Your Practice in 2020

    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® Francois du Toit, CFP®

    Estimated Time: 90 minutes

    Difficulty: Intermediate
  • Social Media for Financial Professionals 2020

    Social Media for Financial Professionals 2020

    Earn 1 Verifiable CPD Point

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

    Estimated Time: 1 hour 20 mins

    Difficulty: Intermediate
  • Estate Planning 2020

    Estate Planning 2020

    Earn 6.5 Verifiable CPD Points

    Francois du Toit, CFP® Francois du Toit, CFP®
  • 9 Opportunities for financial planning from a client’s Income Tax assessment

    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® Francois du Toit, CFP®

    Estimated Time: 75mins

    Difficulty: Intermediate / Advanced
  • Capital Gains Tax 2020

    Capital Gains Tax 2020

    Earn 4.5 CPD points.

     

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

    Estimated Time: 5.5 hours

    Difficulty: Intermediate
  • Tax Efficient Estate Planning in 2020

    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® Francois du Toit, CFP®

    Estimated Time: 75mins

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

    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 2 Verifiable Ethics CPD Points

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

    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® Francois du Toit, CFP®

    Estimated Time: 1 hour

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

    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® Francois du Toit, CFP®
  • 1
  • 2
  • Next »

Legal Stuff

  • Terms of Use
  • Privacy Policy
  • Cancellation Policy

Stay in touch

Recent Updates

  • Infinity CPD Membership – The ultimate CPD solution for Financial Professionals 27 Sep 2018
  • Personal Income Tax for Financial Planning Online Course now available 24 Jun 2018
  • Online Investment Planning Course now available 22 Apr 2018
  • Online Advanced Retirement Planning course now available 28 Feb 2018
  • Online Retirement Planning course is now available! 5 Feb 2018

Circulus

  • Home
  • Courses
  • Memberships
  • Cart
  • F.A.Q.
  • Contact
  • Redeem a Voucher

    PayFast    mastercard visa    masterpass    instant EFT   Recognised CPD Provider 2018 Circulus Online     

Copyright ­© 2017, All Rights Reserved | Powered by Our passion for helping you

Updates: SA CORONA VIRUS CENTRE