Courses Archive ⋆ Circulus Online

Revenue Management and Planning for Financial Advice Practices

Francois is joined by Johan Vosloo to tackle the topic of revenue management and planning for financial advice practices.

Francois du Toit, CFP®

Estimated Time: 75 mins

Difficulty: Intermediate
7 focus areas for your practice in the next 12 months

We identify and discuss 7 areas in your business or practice that you should focus on over the next 12 months.

Earn 1.5 verifiable CPD points

Francois du Toit, CFP®
Using Video Effectively

A powerful and insightful discussion on using video effectively to amplify your message.

Earn 1 verifiable CPD point

Francois du Toit, CFP®

Estimated Time: 75 mins

Difficulty: Intermediate
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 Online 2021

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®
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
Employing Technology to Enhance Your Practice in 2021

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 2021

Earn 1 Verifiable CPD Point

Francois du Toit, CFP®

Estimated Time: 1 hour 20 mins

Difficulty: Intermediate
Estate Planning 2021

Earn 5.5 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 2021

Earn 4.5 CPD points.

Francois du Toit, CFP®

Estimated Time: 5.5 hours

Difficulty: Intermediate
Tax Efficient Estate Planning in 2021

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
Master’s Fees changes 2018

UPDATED

Francois du Toit, CFP®

Estimated Time: 25 minutes

Difficulty: Intermediate

Revenue Management and Planning for Financial Advice Practices

7 focus areas for your practice in the next 12 months

Using Video Effectively

Budget Review 2021

Goalsetting for financial professionals in 2021 and beyond

Business Assurance Online 2021

Business Assurance Refresher 2020

Delivering a great virtual customer experience

Employing Technology to Enhance Your Practice in 2021

Social Media for Financial Professionals 2021

Estate Planning 2021

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

Capital Gains Tax 2021

Tax Efficient Estate Planning in 2021

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

Master’s Fees changes 2018