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®.
Traders with a sunny disposition may cast a shadow on investment...
One’s happiness depends more on your inward disposition of mind that outward circumstances says, Paul Nixon, Head of Behavioural Finance, Momentum Investments
Investing in smart beta funds
Smart beta investing is not as complex as it may sound says, Loftie Botha, portfolio manager at Momentum Investments
Data that can help you keep a cool investing head in...
Markets have continued to fall as investors focus on the longer-term outcomes of the conflict and how these play into other concerns including sharply higher inflation, rising interest rates and a potential recession says, Duncan Lamont, CFA Head of Strategic Research, Schroders
Meet the Financial Planner of the Year 2022: Palesa Dube, CFP®
The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises the country’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients.
Finding the balance
The balance in the workplace, the balance in the family and the balance between the two says, Florbela Yates, Head of Equilibrium
Palesa Dube, CFP® takes top honours at the FPI 2022 Gala Awards...
Financial luminaries gathered for a special night of glitz and glamour at the gala dinner where the announcement was made. Palesa Dube, CFP® emerged as the ultimate financial planning professional at the industry’s flagship event which took place in Fourways, Johannesburg, last night where she was crowned the FPI Financial Planner of the Year. She came up top among a group of finalists that also included Thomas Brukman, CFP® and Philippus Hendrik Spies, CFP®
FPI’s latest news
The CEO of the Financial Planning Institute, Lelané Bezuidenhout, CFP®, shares the FPI’s latest news.
How to protect clients’ annuities during market downturns
The living annuity remains the weapon of choice for planners who want to turn their clients’ accumulated retirement-funding capital into a sustainable source of income writes, Roland Gräbe, Head of DFM at Old Mutual Wealth
The FPI value proposition for financial advisors
The FPI’s professional and high standards will ensure that your knowledge and skills are always up to date through our free CPD programme and events.
