Current Status
Pre-order
It is a pre-order. Enroll in this course to get access after January 16, 2026 12:00 pm
Price
R3 000
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While FPI is ensuring that you understand how to work through the theory of how to compile a financial plan, join us to ensure that you have the technical knowledge to identify, analyse, apply and make appropriate recommendation when finalising the financial plan that you have to submit!
Course Content
TECHNICAL TOPCS: REFRESH YOUR MEMORY
INVESTMENT MARKET OVERVIEW AND RISK MEASUREMENTS
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HOW TO ANALYSE FUND FACT SHEETS
1 Topic
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INVESTMENT VEHICLES AND RISK MANAGEMENT
6 Topics
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BEHAVIOURAL FINANCE
1 Topic
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FINANCIAL MANAGEMENT
2 Topics
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TIME VALUE OF MONEY
6 Topics
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2 Quizzes
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MARITAL REGIMES (PLEASE ENSURE YOU REFER TO CMD 9 OF 2023)
4 Topics
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RETIREMENT FUND SUMMARY
2 Topics
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CAPITAL GAIN FOR NATURAL PERSON
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LUMP SUM TAXATION
3 Topics
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TRUSTS
6 Topics
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STEP 4: CATCH UP WITH LEGISLATION CHANGES AND DISCUSSIONS: 2024 -2025
CMD 9 OF 2023 CHANGED LONG TERM PARTNER/ ACCRUAL COURT CASE/ BONITA JONES INVESTMENT PAPER: JANUARY 2024
6 Topics
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TVM RESULTANT RATE; CGT PRIMARY RESIDENCE; CGT AND DONATION; ESTATE PLANNING; LUMP SUM AND OTHER
4 Topics
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TWO POT SYSTEM; RETIREMENT ANNUITY TRANSFERS; S7C & TRUST AND RESIDENCE TAX; LUMP SUM;CGT ON DEATH: MARCH 2024
4 Topics
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USUFRUCTS; 5 FUND TAX APPROACH; APPORTION OF EXEMPTIONS 2024; ENDOWMENT TAX; TRUST & NON RESIDENT TAX AND MORE: APRIL 2024
2 Topics
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JUNE REFRESHER ON LEGISLATION FOR THE YEAR 2024
1 Topic
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POWER OF ATTORNEY AND REFRESHER AND CASE STUDY THABILE AND ANDREW: APRIL 2024
4 Topics
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