Fundamentals of Investment Planning

3.5 CPD


This course is intended to provide guidance on the principles, main rules and processes to calculate income tax and capital gains tax for a natural person. It is not a comprehensive study of income tax and capital gains tax as the aim is to serve as a refresher on the main concepts or to build fundamental knowledge on income and capital gains tax.


Focus Area

  • Demonstrate fundamental knowledge of income tax for individuals (natural persons)
  • Demonstrate fundamental knowledge of capital gains tax for individuals.

Who should register?

Financial advisors, Financial planning assistants

CPD information

3.5 CPD points on completion of the course and successful pass of the final assessment

The course is accredited by the FPI and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.


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