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  • Delivering a great virtual customer experience

    Delivering a great virtual customer experience

    SPECIAL WEBINAR

    Wow your clients virtually every single time!

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

    Estimated Time: 60 mins

    Difficulty: Intermediate
  • Purpose-driven Trusts 2020

    Purpose-driven Trusts 2020

    Earn 1 verifiable CPD point

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

    Estimated Time: 80 mins

    Difficulty: Intermediate
  • 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®
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  • Infinity CPD Membership – The ultimate CPD solution for Financial Professionals 27 Sep 2018
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