The smart solution for financial advisors by financial advisors
What does the future of financial planning look like? If you ignore all the noise, the changes, the regulations and the economic environment, one thing becomes very clear: the upcoming generation of financial planners is passionate about the industry, clients and the profession. By Nici Macdonald, CFP®, HOD: Certifications and Standards, Financial Planning Institute of Southern Africa
The value of a financial planner
Lelané Bezuidenhout, CFP®, has been the chief executive officer of Financial Planning Institute of Southern Africa for three-and-a-half years. Blue Chip, the official publication of the Institute, speaks to her about the financial planning profession.
FPI Tax Planning Workshop 2022
Join the Financial Planning Institute of Southern Africa (FPI), on 29 November 2022, for a workshop on Tax Planning for an in-depth presentation on these topics. This will be a half-day online webinar to take place between 09:00 and 12:20, presented by Madeleine Schubert and Dr Marius Botha, CFP®.
