The Business of Financial Planning

Consulting | Training | Technology


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


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.

We also design and build our own planning tools to complement existing systems and tools.

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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