ENROL FOR THE EXCITING NEW SHORT LEARNING PROGRAMME PRESENTED BY THE SCHOOL OF FINANCIAL PLANNING LAW AT THE UFS:
Why This Programme?
In an ever-changing financial landscape, staying current with evolving regulations, tax laws, and financial planning practices is not merely advantageous—it's essential. This specially designed Short Learning Programme (SLP) empowers professionals in financial services and related fields, including fiduciary practitioners, attorneys, accountants, and auditors, with critical insights and practical skills that keep you ahead of the curve.
Gain Expertise That Matters:
- Client-Centered Financial Planning
- Retirement Planning
- Estate Planning, Estate Integration, Wills and Trusts
- Tax planning
- Cash Flow Management
- Business Financial Planning
- Investment Strategies in Financial Planning
- Behavioural Finance in Financial Planning
Unique Programme Highlights:
- Real-world Case Studies: Learn to craft comprehensive financial plans tailored to real-life scenarios, immediately applying your newfound skills.
- Behavioural Finance: Understand the psychological influences behind financial decisions, enabling you to provide client-focused strategies.
- Stay Current & Compliant: Thoroughly updated content ensures your advice is accurate and legally sound, aligned with recent developments in law and taxation.
Accreditation & Professional Development:
- 54 CPD Points Accredited by FPI (Financial Planning Institute of Southern Africa) : Ethics: 10; Technical: 44.
Programme Delivery:
- Duration: 12 weeks
- Start Date: August 2025
- Interactive Learning: Weekly live online sessions via Blackboard Collaborate.
- Assessments: Practical online evaluations to reinforce your learning experience.
Cost & Materials:
- Course Fee: R8,000
- Prescribed Textbook: R650 (Additional)
Admission Requirements:
- Minimum of three years relevant industry experience or an existing qualification at NQF Level 4 or higher.
- Basic computer skills and internet access.
Meet Your Expert Instructor: Errol Gottfried Meyer
Join Errol Meyer, an esteemed expert with over 30 years of in-depth experience bridging law, taxation, and financial planning, as he leads the Short Learning Programme (SLP) "Financial Planning Case Studies: Practical Strategies for the Modern Financial Planner" at the University of the Free State's School of Financial Planning Law.
The relationship between Errol and the University of the Free State's School of Financial Planning Law has been going strong for over two decades, highlighting his invaluable contributions to various courses. His extensive academic and practice experience perfectly positions him to deliver this dynamic and practical programme.
In an industry shaped by rapid regulatory shifts, evolving tax laws, and sophisticated financial planning practices, Errol brings unparalleled expertise from his extensive professional journey. Having served as a Senior Legal Manager and Tax Advocate at SARS, Errol possesses firsthand insights into the intricacies of taxation and financial law. His prestigious background includes membership in the Society of Trust and Estate Practitioners (STEP) and service on the Life Offices Association (LOA) Disciplinary S-Reference Panel.
Errol's influential publication, "Notes on Estate and Financial Plans – Meyer on Case Studies", now in its 13th edition, is widely endorsed by leading South African universities including the University of the Free State, Stellenbosch, and NMMU. His comprehensive academic contributions include lecturing and moderating postgraduate financial and estate planning programme at prestigious institutions such as the University of the Free State and the University of Johannesburg. Additionally, he has developed pivotal educational materials for ABSA and Nedbank, shaping the careers of countless financial professionals.
Specialising in high-net-worth client advisory, Errol's practice expertly combines estate planning, trust administration, tax consultation, and business succession planning. His distinguished career includes successfully resolving numerous complex tax disputes with SARS and providing expert witness testimony on financial matters in court. His thought leadership regularly graces national conferences and professional seminars, including the Financial Planning Institute (FPI) and SAICA, as well as featured insights on CNBC.
Enrol in this Short Learning Programme to gain cutting-edge knowledge and practical skills directly from Errol Meyer—a masterful guide committed to elevating your proficiency as a modern financial planner.
For more information, please contact Mpho Macheu via email to SFPL_Appl@ufs.ac.za