Planning

at school(s) in South Africa or delivered online/live/on-site/by e-learning

Estate Planning, Trusts and Taxation (Certificate)
Course Format: Classroom
School/Trainer: Milpark Business School [All Courses]
Training Center(s)/Venue(s): Cape Town, Durban, Gauteng, South Africa
Jobs & Resumes: Cape Town, Durban, Gauteng
Houses & Roommates: Cape Town, Durban, Gauteng

This short course serves as an introduction to three key components of the fiduciary services environment: estate planning, trusts and taxation. On completion of the course, the learner will have a good understanding of the main principles of estate planning, the drafting of Wills, different types of trusts, the importance of succession planning and the tax implications of estate planning. ......

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This short course offers an in-depth examination of matters pertaining to investment planning. As an introduction, an overview of the South African economy is provided. General investment concepts are addressed and the different avenues of investment are considered in detail. This short course is suitable for students employed in the wealth management sector. ADMISSION REQUIREMENTS A knowl......

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The programme is a series of seven learning areas culminating in the highly acclaimed designation: Certified Technical Financial Accountant - CTFAIcb(SA). After the first three learning areas the learner is considered a Certified Junior Bookkeeper �CJBIcb(SA). With the addition of two subsequent learning areas, the learner qualifies as a Certified Senior Bookkeeper �CSBIcb(SA). This fact shee......

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The Certificate consists of three learning areas from the ICB’s seven learning area Certification Programme and the (National Qualifications Framework) NQF level 3 fundamental unit standards in mathematics and communication and language. ...

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The Certificate consists of five of the seven learning areas of the Institute of Certified Bookkeepers�(ICB) Certification Programme and the NQF level 4 fundamental unit standards in mathematics and communication and language. ...

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The purpose of this qualification is to equip students with the knowledge and skills required by specialist practitioners in the financial planning sector and to prepare them for further learnning. It enables to the individual to progress to an NQF Level 7 post-graduate qualification. The qualification aims to develop informed and skilled qualifying students while accommodating students alr......

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