Centre for Fin Plan @CFP_UFS
The Centre for Financial Planning Law is a department within the Faculty of #Law at the #UniversityOfTheFreeState. ufs.ac.za/cfpl Bloemfontein Joined July 2012-
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FBR714#CFPExamTip: Will be available on Blackboard from Friday 23/08.
FBR713#CFPExamTip: Business Entities, Insurance & Fin Ratios, Health Care, Employee Benefits. Will be on Blackboard from Friday 23/08.
FBR712#CFPExamTip: Retirement Planing, Estate Planning, Investment Planning, Long & short term Ins. Will be on Blackboard from Friday 23/08.
FBR711#CFPExamTip: Compliance & legislation, Basic Economies, Taxation & Financial Calculations. Available on Blackboard, from Friday 23/08.
FBR714#CFPExamTip: Business continuity, Drafting of will that meet the needs of the client.
FBR713#CFPExamTip: Part 2, Advise with regard to a suitable fund for an employer, Umbrella Funds, PF 130, Revised Regulation 28.
FBR713#CFPExam Tip: Part 1, Definition of Dependent ito Pension Funds Act, S37C of the Pension Funds Act,
FBR714#CFPExamTip:Part 2,Section 37 of the Pension Funds Act & Regulation 28, Affect of a bequest to a PBO on estate duty & estate planning.
FBR714 #CFP Exam Tip: Part 1, Advise a client with regard to a suitable matrimonial property system,
FBR713 #CFP Exam Tip: Regulation 15(h) of the Medical Schemes Act, Summary of National Health Insurance.
FBR712 #CFP Exam Tip: Part 2, Calculations: Capital needed and Capital available and Lump Sum Tax.
FBR712 #CFP Exam Tip: Part 1, Sections 3(3)(a) and 4(q) of the Estate Duty Act, Section1 4 of the Pension Funds Act,
FBR714 #CFP Exam Tip: Part 3, Capital Needed and Capital Available for retirement and advise with regard to RA.
FBR714 #CFP Exam Tip: Part 2, Investments (portfolio structure and asset allocation) and future planning
FBR714 #CFP Exam Tip: Part 1, Cash flow – Income Tax (full calculation), Mortgage Bonds (amortization calculation)
FBR713 #CFP Exam Tip: Part 2, and par 55 of the 8th Schedule of Income Tax Act, Section 3(3) of the Estate Duty Act
FBR713 #CFP Exam Tip: Part 1, Contingent Liability to cover debt, S11(w), par 2(k) of the 7th schedule
FBR712 #CFP Exam Tip: Phillips v General Accident Insurance CO (SA) LTD, Badenhorst and Jordaan cases, Crookes v Watson
FBR711 #CFP Exam Tip: Part 2, Efficient Market Hypothesis, Real GDP, Vicarious liability
FBR711 #CFP Exam Tip: Part 1, Para 51A of Eighth Schedule of ITA – Amnesty, 5 Macroeconomic Objectives
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