Home ebook editions April 2020

April 2020

The personal side of financial planning

A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.

Holistic education programmes

Equipping learners to be more effective financial planners.

The future of wealth in South Africa

The ideal future client is a black millennial woman.

Deploying technology in business

Many financial advisory firms are still paper-driven and non-automated, and are working with poor-quality data and fragmented systems. Understanding where the inefficiencies lie is the first step in making changes to ensure future sustainability.

Prepare for the decade to come

Future-proofing FPI by putting members first.

Client before compliance

How to future-proof in the new regulatory environment.

Leading clients to better decisions

How to future-proof your business by integrating tech into the advice process.
Stock Market Crash - Graph

Investors get the jitters

Economic impact of COVID-19.

Diligent evaluation

How to get the most out of your relationship with your DFM.

Invest globally, locally

Satrix offers a wealth of offshore investment options.
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Strategic learning for practising professionals: a case-based approach

In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification.
2025 FPI's Professional's Convention

2025 FPI Professional’s Convention

The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg. Join us...

ABSIP Financial Services Symposium 2025

We have collectively championed transformation across our institutions. But what has been the tangible impact of our efforts on the broader South African economy? The 2025 Symposium is conceived as a definitive moment to answer this question—to assess our progress, acknowledge our challenges, and strategically define the path forward.

The Crème de la Crème – meet our three finalists

The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet our three finalists: Theoniel McDonald CFP®, Brendan Dunn CFP® and Nicola Langridge CFP®

Reimagining retirement

As financial advisers, helping clients navigate retirement planning is one of the most impactful roles they play. Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, believes there is a better way for clients to plan and structure their finances when they retire by ensuring a sustainable income and blending the need for certainty and flexibility.
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