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Course Content
INTRODUCTION
Please read intro which has some important notes
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LIVE SESSIONS TO BE HELD IN 2025
LIVE SESSION 8 MAY: INVESTMENT PLANNING
2 Topics
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LIVE SESSION 15 MAY: RETIREMENT PLANNING: PRODUCTS, TAX AND PENSION FUND LAW
2 Topics
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LIVE SESSION 22 MAY: ESTATE PLANNING, LAW OF SUCCESSION, ESTATE DUTY
2 Topics
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LIVE SESSION 29 MAY: LONG TERM AND SHORT TERM INSURANCE
2 Topics
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LIVE SESSION 5 JUNE: CALCULATIONS OF ALL TOPICS (LIMITED INTERESTS WILL BE HERE)
2 Topics
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EXAMPLES WORKED ON DURING SESSION OR FOR YOU TO WORK ON
EXAMPLES
1 Topic
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INVESTMENT PLANNING
DISCUSSIONS: INVESTMENT VEHICLES AND TAXATION
5 Topics
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OVERVIEW OF INVESTMENT MARKET FINANCIAL SYSTEMS
7 Topics
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INVESTMENT VEHICLES AND TAX PRESENTATION
2 Topics
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FUND FACT SHEETS
4 Topics
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PERSONAL RISK MANAGEMENT
RISK MANAGEMENT AND INVESTMENTS
2 Topics
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PERSONAL RISK MANAGEMENT ON EXAM GUIDELINES
3 Topics
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LITTLE EXTRA ON MARITAL REGIMES, UNIONS AND COURT CASES TO BE AWARE OF
LAW OF MARRIAGES AND UNIONS
4 Topics
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RETIREMENT PLANNING: PRODUCTS FOR PRE AND POST RETIREMENT
RETIREMENT PRODUCTS AND TAX
1 Topic
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SECTION: PRE RETIREMENT
4 Topics
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POST RETIREMENT
5 Topics
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TIME VALUE OF MONEY : RETIREMENT PLANNING
5 Topics
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TWO POT SYSTEM – LOADING UPDATES
2 Topics
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CAPITAL GAIN TAX ADVANCED: INVESTMENTS AND OTHER ASSETS
CAPITAL GAIN TAX ON INVESTMENTS AND PERSONAL ASSETS
5 Topics
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