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2024 POST-GRAD DIPLOMA IN FINANCIAL PLANNING STUDIES

This programme is essential for all students who are completing their post Grad in Financial Planning. Although the programme is aligned to the outcomes of the University of the Free State, it does not prohibit any student who is studying towards the Post Grad Dip or Bcom Honours from joining this exciting learning platform. The program consists of live virtual workshops, recorded webinars, material to assist with learning and includes online exams with memorandums.

SELF STUDY ONLINE WITH WEEKLY LIVE SESSIONS:

  • Weekly sessions, held on zoom, include the summary of a particular topic and illustration on how the calculations are applied. If you are unable to attend the live sessions, the recording will be available on the learning platform
  • Access to learning platform which includes content relevant to your studies.
  • Note that the majority of the content can only be accessed online.
  • Pre-recorded webinars, on the topics relevant to your module, is available to assist with your studies.
  • Includes examples for self-assessment

Download brochure for more information about this course and our live sessions schedule

R13 800

R12 500

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NO REFUNDS ONCE REGISTERED

Once registered, payment will be processed via payfast after which, you will receive your login details. To access your course, please access the ”my account” on the same website.

Registration is open from 6 February 2023 . Please do note the dates of the availability of each module registered for.

Course Content

Q AND A 3RD SEPTEMBER

 WELCOME  INTRODUCTION (NOTE ASSESSMENT / PRACTICE AT END OF PAGE) (3 Topics)

LIVE SESSION 2022 (4 Topics)

TRUST (9 Topics)

UNDERSTAND COMPANY OWNED POLICIES;RECORDINGS BELOW

BUY AND SELL (6 Topics)

KEYMAN

EMPLOYEE BENEFITS (3 Topics)

 RESTRAINT OF TRADE (2 Topics)

CONTINGENT POLICIES (3 Topics)

DEFERRED AND PREFERRED COMPENSATION: STAFF INCENTIVE SCHEMES (3 Topics)

BUSINESS ENTITIES (2 Topics)

 FINANCIAL STATEMENTS (3 Topics)

RETIREMENT FUNDS (7 Topics)

TAX ON LUMP SUMS (4 Topics)

HEALTH (13 Topics)

LIVE SESSIONS (2 Topics)

CORPORATE INCOME TAX (3 Topics)

PRACTICE AND ASSESSMENTS (7 Topics)

SECTION 19 (19 Topics)

SECTION 20

INTRODUCTION (4 Topics)

COMPLIANCE (14 Topics)

TVM (12 Topics)

 PERSONAL INCOME TAX (6 Topics)

CAPITAL GAIN TAX (3 Topics)

LUMP SUM TAX (4 Topics)

 BUSINESS ENTITIES TAX

MARRIAGE ACT (8 Topics)

DEATH AND TAXES (6 Topics)

TRUST PROPERTY CONTROL ACT

LIVE SESSION RECORDINGS 2022 (16 Topics)

MOCK AND PRACTICE 2022 (4 Topics)

TBA

Q AND A 3RD SEPTEMBER

WELCOME AND INTRODUCTION TO COURSE (NOTE PRACTICE SECTION AT THE END OF PAGE) (5 Topics)

SECTION LAW (4 Topics)

RETIREMENT FUND CONTRIBUTIONS (2 Topics)

CAPITAL GAIN/LOSS (12 Topics)

TIME VALUE OF MONEY (8 Topics)

ESTATE PLANNING AND DUTY (10 Topics)

LIMITED INTEREST (9 Topics)

LAW OF SUCCESSION (3 Topics)

MARRIAGES AND UNIONS (3 Topics)

PERSONAL INCOME TAX (4 Topics)

PRE AND POST RETIREMENT (9 Topics)

INVESTMENTS (7 Topics)

LIVE SESSIONS 2022 (5 Topics)

LIVE SESSIONS 2021 (6 Topics)

ASSESSMENTS, QUIZ, PRACTICE (11 Topics)

COMPLETION RULES (INTRODUCTION)

CONTENT
(4 Topics)

LIVE SESSION 2022
(8 Topics)

ADDITIONAL DOCUMENTS INCLUDE MASTER DIRECTIVES
(7 Topics)

TRUST PROPERTY CONTROL ACT
(3 Topics)

ADVANCED- TRUSTS

CASE LAW

ROLES – FOUNDER & MASTER

ROLES – BENEFICIARIES

ROLES -TRUSTEES

LIVE SESSIONS RECORDINGS : UNDERSTANDING TRUSTS AND TAX ADDITIONAL STUDIES
(6 Topics)

LIVE SESSIONS 2021
(5 Topics)

PRINCIPLES: A VERY BASIC SUMMARY OF TRUSTS (NO TAX)
(5 Topics)

PERSONAL TAX (THIS IS FOR STUDENTS WHO HAVE NOT STUDIED TAX)
(6 Topics)

ADDITIONAL EXAMPLES REQUESTED BY STUDENTS
(9 Topics)

LECTURER

FILES
(2 Topics)

R3 600

LFPS5800: CASE STUDY 2024

2024 REGISTRATION OPEN
BROCHURE WITH DETAILS WILL BE LOADED DECEMEBER 2023

Enroll Now
R3300

LFPC5800: CORPORATE 2024

REGISTRATION FOR 2024 NOW OPEN!
BROCHURE WITH DETAILS WILL BE UPLOADED DECEMBER 2023

Enroll Now
R3600

LFPP5800: PERSONAL 2024

REGISTRATION FOR 2024 OPEN!
BROCHURE WITH DETAILS WITH BE UPLOADED DECEMBER 2023

Enroll Now
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