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The Business of Financial Planning

Getting

Financial Planning Theory & Financial Planning Technology

to work in perfect harmony

Training

We offer face-to-face training in all areas of financial planning.

We also consult to Financial Advisers where they need guidance when doing planning for their clients.

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Financial Planning Training Face to Face - Francois du Toit & Associates

Financial Planning Systems Francois du Toit & Associates

Systems

We work with many of the major software providers in the financial services industry.  This puts us in a unique position to assist Financial Advisers to get the most from the system they use through training and consulting.

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Clients we serve

Agency Franchises

Broker Distribution Franchises

Independent Financial Advisers

Corporates, Banks and Large Brokerages

Support Staff

Broker Consultants

Software Companies

Sales Managers and Franchise Principals