Financial Planning News | Offshore Investment Insight

Featured

ETF evolution: global and South African trends driving the future of index investing

Featured

A major milestone in the evolution of professional certification in financial planning.

Featured

What 25 years as a market pioneer taught us about South African investing

Investing offshore and how to structure financial plans to suit each...

How and why a financial planner should use a DFM

meet our thought leaders

Warren Wheatley

Warren Wheatley is a Chartered Accountant (CA(SA)) and Certified Financial Planner (CFP) with over 20 years of experience in financial services, wealth management, and investment banking. As Founder and CEO of Altvest Capital, he specializes in alternative investments, SME financing, and creating innovative investment solutions for institutional and retail investors.

Francois du Toit

9 POSTS0 COMMENTS

https://www.propulsion.co.za/

Lelane Bezuidenhout

5 POSTS0 COMMENTS

https://www.fpi.co.za/

Sanisha Packirisamy

1 POSTS0 COMMENTS

https://www.momentum.co.za/momentum/invest-and-save

Vuledzani Dangale

1 POSTS0 COMMENTS

https://www.vuledangale.com/

Danie van den Bergh

1 POSTS0 COMMENTS

https://www.consultm.co.za/

In The Spotlight

A major milestone in the evolution of professional certification in financial planning.

A group of graduates with their caps raised

The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning scenarios, the course culminated in the submission of comprehensive financial plans by candidates. A total of 137 candidates registered for the course, with 132 submitting their financial plans. The overall pass rate stood at 42.42%,...