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CFP® CERTIFICATION CAPSTONE WORKSHOPS 2025
CFP® LEGACY ONLINE MCQ
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® LEGACY ONLINE MCQ
FIDUCIARY PROFESSION – ADVANCED DIPLOMA TOPICS
FINANCIAL PLANNING -POST GRAD DIPLOMA TOPICS
Articles
Contact
REGULATORY ENVIRONMENT IN FINANCIAL PLANNING
Current Status
Not Enrolled
Price
R3 800
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Course Content
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LIVE SESSIONS FOR 2025 FOR FINANCIAL PLANNING ENVIRONMENT
20 MARCH 2025 ENVIRONMENT: PERSONAL INCOME TAX
27 MARCH 2025 ENVIRONMENT: CAPITAL GAIN TAX
03 APRIL 2025 ENVIRONMENT: COMPLIANCE
10 APRIL 2025 ENVIRONMENT: TIME VALUE OF MONEY
17 APRIL 2025 ENVIRONMENT: ECONOMICS AND FINANCIAL MANAGEMENT
24 APRIL 2025 ENVIRONMENT: TAX REFRESHER
02 MAY FRIDAY!! 2025 LEGISLATION INCLUDING ESTATE DUTY
LAW OF MARRIAGE AND UNIONS
MARRIAGES AND MATRIMONIAL PROPERTY REGIMES
5 Topics
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Lesson Content
0% Complete
0/5 Steps
RECORDING : MARITAL REGIMES SUMMARY
RECORDING: DETAILED SUMMARY OF MARIAGE ACT AND REGIMES (2020 – STILL RELEVANT)
CUSTOMS AND MARRIAGE AFTER 2000 :DIAGRAMATICALLY
SHORT WEBINAR TALKING TO THE CUSTOMS DIAGRAM (loading)
RECOGNITION OF CUSTOMARY MARRIAGE ACT AMENDMENT JUNE 2021
LAW OF MARRIAGE – NEW CHANGES INCLUDING SPOUSE DEFINITION
4 Topics
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RECORDING : AMENDMENTS TO MARRIAGE AND SPOUSE
CMD 9 OF 2023 1
CMD 9 OF 2023 2
CMD 9 OF 2023 3
MAINTENANCE OF SURVIVING SPOUSE ACT
1 Topic
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Lesson Content
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RECORDING: MAINTENANCE OF SURVIVING SPOUSE ACT
ECONOMICS AND FINANCIAL MANAGEMENT
ECONOMICS SUMMARY
TIME VALUE OF MONEY (FINANCIAL CALCULATIONS)
HOW TO USE YOUR CALCULATOR
1 Topic
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RECORDING: HOW TO NAVIGATE YOUR CALCULATOR
TIME VALUE OF MONEY BASICS
4 Topics
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PRINT: DOCUMENTATION USED FOR BASICS TVM WEBINAR
RECORDING 1: TVM BASICS
RECORDING 2: TVM BASICS
RECORDING 3: TVM BASICS
TIME VALUE OF MONEY ADVANCED
4 Topics
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PRINT: ADVANCED TVM QUESTIONS
ONLINE CONTENT MEMORANDUM TO ADVANCED TVM QUESTIONS
RECORDING 1: ADVANCED TVM
RECORDING 2: ADVANCED TVM
ESCALATING ANNUITIES USING RESULTANT RATE
2 Topics
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Lesson Content
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RECORDING: ESCALATING ANNUITIES TVM
RECORDING:ANNUITIES IN SUMMARY
CALCULATING RETIREMENT SHORTFALL AND NEEDS
3 Topics
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RETIREMENT PLANNING DOCUMENT FOR RECORDING 1 AND 2
RECORDING 1: TVM RETIREMENT SHORTFALL AND NEEDS
RECORDING 2: TVM RETIREMENT SHORTFALL AND NEEDS
RECORDING: TVM CASH FLOW
1 Topic
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Lesson Content
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RECORDING: CASH FLOW TVM
TIME VALUE OF MONEY REFRESHER
1 Topic
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REFRESHERS SESSION ON TIME VALUE OF MONEY LIVE SESSION (EXTRA)
ESTATE PLANNING AND DUTY
ESTATE PLANNING
3 Topics
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ESTATE PLANNING CONSIDERATIONS
DISPOSAL OF SMALL BUSINESS ASSETS
RETIREMENT FUND CONTRIBUTION DEDUCTIONS [11F] AND ESTATE DUTY CONSEQUENCES
DECEASED ESTATE AND DUTY HIGH LEVEL SUMMARY
4 Topics
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ESTATE DUTY ACT
ESTATE DUTY FRAMEWORK – LOADING
ESTATE DUTY EXAMPLE: FRANK
RECORDING: ESTATE DUTY EXAMPLE FRANK
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