LEGACY – OPTION 2: CFP® ONLINE MCQ, INCLUDES SUBJECT MATTER CONTENT & RECORDINGS

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Ended

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Price

R2500

Course ended

Course Content

MINI CASE STUDIES WITH QUIZ - PRINT THE CASE STUDY AND ATTEMPT THE QUIZ

TOM AND JOHN CASE STUDY 1 Topic | 3 Quizzes

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Lesson Content

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TOM AND JOHN PRINT CASE STUDY (if you do not get memos at end – please contact me)

LEGACY: CAPITAL GAIN TAX ASSESSMENT TOM AND JOHN 8 QUESTIONS 15 MINUTES 1

LEGACY: ACCRUAL ASSESSMENT TOM AND JOHN 12 QUESTIONS 20 MINUTES

LEGACY: ESTATE DUTY TOM AND JOHN 17 QUESTIONS 40 MINUTES

BOBBY AND JULIE 1 Topic | 2 Quizzes

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BOBBY AND JULIE CASE STUDY TO PRINT

LEGACY: CAPITAL GAIN BOBBY AND JULIE 5 QUESTIONS 10 MINUTES

LEGACY: ESTATE DUTY BOBBY AND JULIE 10 QUESTIONS 40 MINUTES

QUIZZES

ASSET MANAGEMENT QUIZZES 3 Quizzes

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LEGACY 1: ASSET MANAGEMENT – 13 QUESTIONS 40 MINUTES

LEGACY 2: ASSET MANAGEMENT 6 QUESTIONS 15 MIN

LEGACY 3: ASSET MANAGEMENT 10 QUESTIONS 30 MINUTES

BUSINESS ASSURANCE QUIZZES 3 Quizzes

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Lesson Content

LEGACY 1: COMBINATION OF BUSINESS ASSURANCE 6 QUESTIONS, 20 MINUTES

LEGACY 2: BUY AND SELL: 10 QUESTIONS 15 MINUTES

LEGACY 3: FOR BUY AND SELL ARRANGEMENTS: 8 QUESTIONS 16 MINUTES

COMBINATION QUIZZES 14 Quizzes

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Lesson Content

LEGACY COMBINATION: 1 10 QUESTIONS 45 MINUTES

LEGACY COMBINATION: 2 10 QUESTIONS 50 MINUTES

LEGACY COMBINATION : 3 10 QUESTIONS 50 MINUTES

LEGACY COMBINATION: 4 10 QUESTIONS 10 MINUTES

LEGACY COMBINATION: 5 18 QUESTIONS 40 MINUTES

LEGACY COMBINATION 6: 20 QUESTIONS 45 MINUTES

LEGACY COMBINATION 7: 16 QUESTIONS 45 MINUTES

LEGACY COMBINATION 8: 13 QUESTION 60 MINUTES

LEGACY COMBINATION 9: 10 QUESTIONS 45 MINUTES

LEGACY COMBINATION 10: 6 QUESTIONS 6 MINUTES

LEGACY COMBINATION 11: CORPORATE 2 12 QUESTIONS

LEGACY COMBINATION 12: CORPORATE 3 10 QUESTIONS

LEGACY COMBINATION 13: TAX 1 10 QUESTIONS

LEGACY COMBINATION 14: 5 QUESTIONS 10 MIN 80%

CORPORATE TAX QUIZZES 2 Quizzes

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LEGACY BUSINESS ENTITIES AND TAX 1: 10 QUESTIONS 20 MINUTES

LEGACY BUSINESS ENTITIES AND TAX 2: NO MEMO ALL SELF EXPLANATORY: 15 QUESTIONS 10 MIN

DECEASED ESTATE QUIZZES 4 Quizzes

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LEGACY 1 DECEASED ESTATES: 10 QUESTIONS 20 MINUTES

LEGACY 2 DECEASED ESTATES 15 QUESTIONS 35 MINUTES

LEGACY 3 DECEASED ESTATES: 10 QUESTIONS 10 MINUTES

LEGACY 4 DECEASED ESTATE 6 QUESTIONS 20 MINUTES

ESTATE PLANNING QUIZZES 5 Quizzes

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LEGACY 1: LAW OF SUCCESSION 10 QUESTIONS

LEGACY 2: ESTATE PLANNING AND CALCULATIONS 9 QUESTIONS 45 MINUTES

LEGACY 3: LAW OF SUCCESSION 8 QUESTIONS – 15 MINUTES

LEGACY 4: LAW OF SUCCESSION 7 QUESTIONS 15 MINUTES

LEGACY 5: WILLS AND LIMITED INTEREST 10 QUESTIONS 30 MINUTES

FINANCIAL PSYCHOLOGY 2 Quizzes

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Lesson Content

LEGACY 1: FINANCIAL BEHAVIOUR : 10 QUESTIONS 20 MINUTES

LEGACY 2: FINANCIAL BEHAVIOUR LOADING: 10 QUESTIONS 15 MINUTES

INVESTMENT PLANNING QUIZZES 6 Quizzes

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LEGACY 1: INVESTMENTS 10 QUESTIONS

LEGACY 2: INVESTMENTS COMBINED WITH CALCULATIONS 10 QUESTIONS 45 MIN

LEGACY 3 INVESTMENTS 13 QUESTIONS 40 MINUTES

LEGACY 4 : INVESTMENTS: 5 LONG CALCS 45 MIN

LEGACY 5: INVESTMENT PLANNING 13 QUESTIONS 40 MIN

LEGACY 6: INVESTMENT PLANNING QUIZ: 7 QUESTSIONS 10 MIN

MARITAL REGIMES QUIZZES 3 Quizzes

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LEGACY MARITAL 1: ACCRUAL 6 QUESTIONS 8 MIN

LEGACY MARITAL 2: MARITAL REGIMES 10 QUESTIONS

LEGACY MARITAL 3: MARITAL REGIMES COMBINATION 10 QUESTIONS 20 MINUTES

PERSONAL RISK MANAGEMENT QUIZZES 2 Quizzes

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LEGACY 1 : PERSONAL RISK INCLUDING INVESTMENTS : 10 QUESTIONS 15 MINUTES

LEGACY 2: PERSONAL RISK 10 QUESTIONS 30 MINUTES

PERSONAL TAX PLANNING QUIZZES 3 Quizzes

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Lesson Content

LEGACY 1: CAPITAL GAIN TAX 17 QUESTIONS 55 MINUTES

LEGACY 2 COMBINATION INCOME TAX 7 QUESTIONS 45 MINUTES

LEGACY 3: PERSONAL INCOME TAX LOADING : 10 QUESTIONS 45 MINUTES

PRODUCT AND TAXATION QUIZZES 3 Quizzes

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LEGACY 1: ENDOWMENT 10 QUESTIONS 30 MINUTES

LEGACY 2: RETIREMENT PRODUCTS : 10 QUESTIONS 20 MINUTES

LEGACY 3: COMBINATION PRODUCT AND TAX: 10 QUESTIONS 20 MINUTES

REGULATION QUIZZES 1 Quiz

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LEGACY REGULATION 1 FPI CODE OF ETHICS 10 QUESTIONS 25 MINUTES

RETIREMENT PLANNING QUIZZES (include two pot system) 6 Quizzes

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LEGACY 1: RETIREMENT PLANNING 9 QUESTIONS 50 MINUTES

LEGACY 2: LUMP SUMS 10 QUESTIONS 45 MINUTES

LEGACY 3: RETIREMENT PLANNING 10 QUESTIONS

LEGACY 4: LUMP SUM 8 QUESTIONS 40 MINUTES

LEGACY 5 RETIREMENT 7 QUESTIONS 20 MINUTES

LEGACY 6 RETIREMENT COMBINATION 6 QUESTIONS 12 MINUTES

TIME VALUE OF MONEY QUIZZES 6 Quizzes

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Lesson Content

LEGACY 1: TIME VALUE OF MONEY 7 QUESTIONS 60 MINUTES

LEGACY 2: TIME VALUE OF MONEY 10 QUESTIONS 40 MINUTES

LEGACY 3: TIME VALUE OF MONEY 10 QUESTIONS

LEGACY 4: TIME VALUE OF MONEY 5 ADVANCED QUESTIONS 30 MIN

LEGACY 5 RETIREMENT PLANNING TVM 6 QUESTIONS 40 MINUTES

LEGACY 6: TIME VALUE OF MONEY COMBINATION : 7 QUESTIONS 35 MINUTES

TRUST ADMINISTRATION AND TAX QUIZZES 5 Quizzes

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LEGACY TRUST 1: 15 QUESTIONS – 60 MINUTES

LEGACY 2 TRUST 5 QUESTIONS 45 MINUTES

LEGACY 3 TRUST 7 QUESTIONS 30 MINUTES

LEGACY 4 TRUST 8 QUESTIONS 16 MINUTES

LEGACY 5 TRUST 8 QUESTIONS 20 MINUTES

RECORDED WEBINARS ON SOME OF THE TOPICS

BUSINESS ASSURANCE 5 Topics

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RECORDING 1: BUY AND SELL

RECORDING 2: BUY AND SELL

RECORDING 1 : CONTINGENT POLICY

RECORDING: KEYMAN POLICY

RECORDING 2: CONTINGENT POLICY

ESTATE PLANNING 10 Topics

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RECORDING 1: WILLS ACT

RECORDING 2: WILLS ACT

RECORDING 3: WILLS ACT

RECORDING 4: WILLS ACT

RECORDING 1: DUTY AND VALUATIONS

RECORDING 2: DUTY AND VALUATIONS

RECORDING 3: DUTY AND VALUATIONS

RECORDING 4: DUTY AND VALUATIONS

RECORDING 5: DUTY AND VALUATIONS

RECORDING 6: DUTY AND VALUATIONS

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