Courses

Getting the Most Out of Your Technology

PROpulsion Summit 2023

Two Pot System

Opportunities from Financial Statements

Budget Review 2024

Inter-generational Wealth Planning – Financial Planning Across Generations

The State of Digital in 2022

How Technology Can Support and Protect an FSP Through Integration

7 Powerful Habits to Build a Legendary Financial Services Practice 2024

Discretionary Investment Management Process and the Value To Advisers

The sixth pillar of financial planning – ongoing communication and advice

Using a share buy-back structure for a buy and sell

How Insights from Revenue Management Can Strengthen Your Value Proposition

How a simple mistake cost an adviser more than R 200k

Goal-setting for financial professionals in 2021 and beyond 2022

PROpulsion Tech 2023 – Section Five

Tax Efficient Estate Planning

Income Options at Retirement

Budget Review 2023

PROpulsion Tech 2023 – Section Six