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CFP® CERTIFICATION CAPSTONE WORKSHOPS 2025
CFP® ONLINE ASSESSMENT
FIDUCIARY PROFESSION – ADVANCED DIPLOMA TOPICS
FINANCIAL PLANNING -POST GRAD DIPLOMA TOPICS
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Home
What we do and offer
CPD offering
Workshops offered
CFP® CERTIFICATION CAPSTONE WORKSHOPS 2025
CFP® ONLINE ASSESSMENT
FIDUCIARY PROFESSION – ADVANCED DIPLOMA TOPICS
FINANCIAL PLANNING -POST GRAD DIPLOMA TOPICS
Articles
Contact
SUITE OF ALL TOPICS FOR THE FINANCIAL PLANNING PROFESSION
Current Status
Ended
Price
R13 000
Course ended
Course Content
WORKSHOPS WITH LIVE SEMINARS
FINANCIAL CALCULATIONS [TIME VALUE OF MONEY]: SEMINAR 20 MARCH 2024
PERSONAL INCOME TAX 1: SEMINAR 28 MARCH 2024
PERSONAL INCOME TAX 2: SEMINAR 04 MARCH 2024
CAPITAL GAIN TAX – PERSONAL: SEMINAR 11 APRIL 2024
LUMP SUM PAYMENTS AND TAX: SEMINAR 18 APRIL 2024
DECEASED ESTATES AND ESTATE DUTY: 25 APRIL 2024
INVESTMENT PLANNING: VEHICLES AND TAX; RISK MEASUREMENTS AND FUND FACT SHEETS
RETIREMENT PLANNING: TAX / PENSION FUND LAW AND INVESTMENT VEHICLES FOR RETIREMENT: SEMINAR 09 MAY 2024
ESTATE PLANNING: LAW OF SUCCESSION AND WILLS ACT: SEMINAR 16 MAY 2024
LIMITED INTERESTS IN PLANNING: SEMINAR 23 MAY 2024
BUSINESS ASSURANCE: BUY AND SELL ARRANGEMENTS & CONTINGENT POLICIES: SEMINAR 30 MAY 2024
EMPLOYEE BENEFITS AND TAX IMPLICATIONS: SEMINAR 6 JUNE 2024
BUSINESS ASSURANCE: COMPANY OWNED POLICIES: SEMINAR 13 JUNE 2024
BUSINESS ENTITIES AND TAX INCLUDE, CORPORATE CAPITAL GAIN TAX: SEMINAR 20 JUNE 2024
HEALTH BENEFITS IN SA: SEMINAR 27 JUNE 2024
LAW OF TRUSTS AND TAXATION: SEMINAR 04 JULY 2024
SUITE OF 5 CASE STUDIES AND DISCUSSIONS [ 11 JULY – 8 AUGUST 2024]
ONLINE WORKSHOPS WITHOUT LIVE SEMINARS
REGULATORY ENVIRONMENT FOR THE FINANCIAL PLANNING PROFESSION
MARRIAGE LAW: MATRIMONIAL PROPERTY ACT AND UNIONS
DONATION TAX AND TRANSFER DUTY TAX
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