Aug/Sept/Oct 2024 Archives | Page 3 of 4

Courage: essential for authentic financial planning

Rob Madonald highlights courage as a fundamental skill for financial planners, emphasizing its importance among the seven key skills outlined in his book, 'The 7 Pillars of Financial Health'.

How employee benefit firms use AI to beat the competition

Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx, presents several case studies demonstrating how employee benefit firms are utilizing AI to streamline processes, enhance efficiency, and provide outstanding service to their clients.

Vuledzani Dangale, CFP®, MBA Head: Regulatory Implementation and Monitoring, SARLSA, Liberty Group South Africa

Big data: the digital disruptor reshaping the South African insurance sector

Vuledzani Dangale, CFP® at Liberty Group, highlights that leveraging big data has become fundamental to driving transformative strategies in the insurance sector.

Professor Liezel Alsemgeest, Director: School of Financial Planning Law, UFS

Leveraging gamification for enhanced retirement preparedness among millennials

Prof. Liezel Alsemgeest, director at the School of Financial Planning Law at UFS, emphasizes that in the dynamic field of financial planning, innovative methods are crucial for engaging and educating today's workforce.

Advice: the key to building and protecting financial dreams

In our complex and fast-moving world, quality advice aligned to our clients’ specific needs is the most valuable key to building and protecting financial dreams. At Momentum, this is exactly what our purpose is.

Kim Potgieter, winner of the FPI It Starts with Me 2023 Award.

The learner leader

Kim Potgieter, author, speaker and expert financial planner, won the FPI It Starts with Me 2023 Award. The Award recognises a CFP® professional for their unyielding dedication to promoting the CFP® certification.

Post-retirement income options amid potentially higher inflation

Inflation is the risk that investors will face in retirement. This requires careful navigation when selecting your retirement income options, argues Coronation.

Do You Have a Type?

Capital International Group offers the ultimate suite of investment options with solutions to suit a wide range of client types and investment needs.

And then there were three

The FPI presents the three finalists for the illustrious 2024 FPI Financial Planner of the Year Award. Meet Gareth Collier CFP®, Rudolph Geldenhuys, CFP® and René van de Spreng, CFP®.