Courses Archive ⋆ Circulus Online

Budget Review 2021

We discuss an analysis of the budget speech with a specific focus on the impact proposals will have on financial planning.

Earn 1.5 Verifiable CPD Points

Francois du Toit, CFP®

Estimated Time: 90 minutes

Difficulty: Intermediate
Goalsetting for financial professionals in 2021 and beyond

As a financial professional, you have a unique opportunity to make your dreams and aspirations come to life. Set the kind of goals that make big things happen.

Earn 1 Verifiable CPD point

Francois du Toit, CFP®
Business Assurance 2020

Earn 5.5 CPD Points

Francois du Toit, CFP®

Estimated Time: 5.5 hours

Difficulty: Intermediate / Advanced
Business Assurance Refresher 2020

Refresher of the most important aspects of business assurance.

Earn 3 verifiable CPD points

Francois du Toit, CFP®
Worldwide Wills and Dealing with Offshore Assets

Earn 1 verifiable CPD point

Francois du Toit, CFP®

Estimated Time: 70 mins

Difficulty: Intermediate / Advanced
Taxation of Trusts

Earn 1 verifiable CPD point

Francois du Toit, CFP®

Estimated Time: 75 minutes

Difficulty: Intermediate / Advanced
Estate Taxes Part 2

Earn 1 verifiable CPD point

Francois du Toit, CFP®

Estimated Time: 60 mins

Difficulty: Intermediate
Estate Taxes Part 1

Earn 0.5 verifiable CPD point

Francois du Toit, CFP®

Estimated Time: 40 mins

Difficulty: Intermediate
Delivering a great virtual customer experience

SPECIAL WEBINAR

Wow your clients virtually every single time!

Francois du Toit, CFP®

Estimated Time: 60 mins

Difficulty: Intermediate
Purpose-driven Trusts 2020

Earn 1 verifiable CPD point

Francois du Toit, CFP®

Estimated Time: 80 mins

Difficulty: Intermediate
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®

Estimated Time: 90 minutes

Difficulty: Intermediate
Social Media for Financial Professionals 2020

Earn 1 Verifiable CPD Point

Francois du Toit, CFP®

Estimated Time: 1 hour 20 mins

Difficulty: Intermediate
Estate Planning 2020

Earn 6.5 Verifiable CPD Points

Francois du Toit, CFP®
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®

Estimated Time: 75mins

Difficulty: Intermediate / Advanced
Capital Gains Tax 2020

Earn 4.5 CPD points.

Francois du Toit, CFP®

Estimated Time: 5.5 hours

Difficulty: Intermediate
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®

Estimated Time: 75mins

Difficulty: Intermediate / Advanced
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 1.5 Verifiable Ethics CPD Points

Francois du Toit, CFP®
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®

Estimated Time: 1 hour

Difficulty: Intermediate
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®
Retirement Planning Advanced 2019

Earn 3 CPD points.

Francois du Toit, CFP®

Estimated Time: 4 hours

Difficulty: Advanced
Retirement Planning Intermediate 2019

Earn 6 CPD points.

Francois du Toit, CFP®

Estimated Time: 6.5 hours

Difficulty: Intermediate
Investment Planning Intermediate 2019

Earn 1.5 CPD points / hours

Francois du Toit, CFP®

Estimated Time: 3.5 hours

Difficulty: Intermediate
Personal Income Tax for Financial Planning 2019-20

Earn 5 CPD Points or Hours

Francois du Toit, CFP®

Estimated Time: 10 - 12 hours

Difficulty: Intermediate / Advanced
Fundamentals of Trusts

Earn 1 CPD Points or Hours

Renate Jute, CFP®

Difficulty: Beginner / Intermediate
Master’s Fees changes 2018

UPDATED

Francois du Toit, CFP®

Estimated Time: 25 minutes

Difficulty: Intermediate

Budget Review 2021

Goalsetting for financial professionals in 2021 and beyond

Business Assurance 2020

Business Assurance Refresher 2020

Worldwide Wills and Dealing with Offshore Assets

Taxation of Trusts

Estate Taxes Part 2

Estate Taxes Part 1

Delivering a great virtual customer experience

Purpose-driven Trusts 2020

Employing Technology to Enhance Your Practice in 2020

Social Media for Financial Professionals 2020

Estate Planning 2020

9 Opportunities for financial planning from a client’s Income Tax assessment

Capital Gains Tax 2020

Tax Efficient Estate Planning in 2020

How a simple mistake cost an advisor more than R 200k

Buy and Sell Pitfalls and Implications

7 powerful habits to build a legendary financial services practice

Retirement Planning Advanced 2019

Retirement Planning Intermediate 2019

Investment Planning Intermediate 2019

Personal Income Tax for Financial Planning 2019-20

Fundamentals of Trusts

Master’s Fees changes 2018