A major milestone in the evolution of professional certification in financial...
The Financial Planning Institute of Southern Africa (FPI) is proud to announce the successful completion of its first CFP® Capstone and Financial Plan assessment, marking a significant milestone in the evolution of professional certification in financial planning.
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Money Maestros Conference 2025 — One Day. One Venue. World Class Speakers.
Be part of the conference that brings together 7 of the most impactful speakers from across the US, UK and South Africa — built to energise, inspire, motivate and your thinking in a single powerful day.
If you don’t pay, you don’t stay
Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Trump 2.0
Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
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