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  • Budget Review 2021

    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® Francois du Toit, CFP®

    Estimated Time: 90 minutes

    Difficulty: Intermediate

  • Goalsetting for financial professionals in 2021 and beyond

    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® Francois du Toit, CFP®
  • Business Assurance 2020

    Business Assurance 2020

    Earn 5.5 CPD Points

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

    Estimated Time: 5.5 hours

    Difficulty: Intermediate / Advanced

  • Business Assurance Refresher 2020

    Business Assurance Refresher 2020

    Refresher of the most important aspects of business assurance.

    Earn 3 verifiable CPD points

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

    Worldwide Wills and Dealing with Offshore Assets

    Earn 1 verifiable CPD point

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

    Estimated Time: 70 mins

    Difficulty: Intermediate / Advanced

  • Taxation of Trusts

    Taxation of Trusts

    Earn 1 verifiable CPD point

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

    Estimated Time: 75 minutes

    Difficulty: Intermediate / Advanced

  • Estate Taxes Part 2

    Estate Taxes Part 2

    Earn 1 verifiable CPD point

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

    Estimated Time: 60 mins

    Difficulty: Intermediate

  • Estate Taxes Part 1

    Estate Taxes Part 1

    Earn 0.5 verifiable CPD point

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

    Estimated Time: 40 mins

    Difficulty: Intermediate

  • 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 1.5 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®
  • Retirement Planning Advanced 2019

    Retirement Planning Advanced 2019

    Earn 3 CPD points.

     

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

    Estimated Time: 4 hours

    Difficulty: Advanced

  • Retirement Planning Intermediate 2019

    Retirement Planning Intermediate 2019

    Earn 6 CPD points.

     

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

    Estimated Time: 6.5 hours

    Difficulty: Intermediate

  • Investment Planning Intermediate 2019

    Investment Planning Intermediate 2019

    Earn 1.5 CPD points / hours

     

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

    Estimated Time: 3.5 hours

    Difficulty: Intermediate

  • Personal Income Tax for Financial Planning 2019-20

    Personal Income Tax for Financial Planning 2019-20

    Earn 5 CPD Points or Hours

     

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

    Estimated Time: 10 - 12 hours

    Difficulty: Intermediate / Advanced

  • Fundamentals of Trusts

    Fundamentals of Trusts

    Earn 1 CPD Points or Hours

     

    Renate Jute, CFP® Renate Jute, CFP®

    Difficulty: Beginner / Intermediate

  • Master’s Fees changes 2018

    Master’s Fees changes 2018

    UPDATED

     

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

    Estimated Time: 25 minutes

    Difficulty: Intermediate

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  • Infinity CPD Membership – The ultimate CPD solution for Financial Professionals 27 Sep 2018
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