CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 2 CPD hours   

CPD Accreditation Number: IOB157

COURSE DESCRIPTION 

As a financial advisor, you will have various clients, all in different stages of their individual lives.  Making provision for the changing needs of the client, as they move through the different life stages or as a result of life changing events, is your main purpose as a financial advisor.

Learners will gain sufficient and appropriate knowledge and understanding of:

• Understand the various reasons for marriage
• Marital regimes
  • Civil Marriages
    • Marriage in community of property;
    • Marriage out of community of property, without the application of the accrual system; and
    • Marriage out of community of property, with the application of the accrual system.
  • Civil Unions
  • Customary Marriages
• Antenuptial Contract
  • Amendments to an antenuptial contract
• Changes to a matrimonial property regime
• Advantages and disadvantages of the different marital regimes