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Building an innovative and employable workforce

If South Africa is to thrive, says CHIETA CEO Yershen Pillay, it must create a skills-based curriculum

Offshore investing: where, how and how much?

In an exclusive Blue Chip discussion, South Africa’s leading investment professionals focus on offshore investing and why it is important to engage with a financial advisor. Part Two deals with the practicalities of taking money offshore, the exchange rate and the importance of timing.


In support of the brilliant work done by the ASISA Foundation under the leadership of Ruth Benjamin-Swales and an unwavering commitment to promoting Financial Planning for All, the FPI has been working in partnership with the ASISA Foundation since 2017, with the shared goal of making financial planning an integral part of every South African’s life.
Photo of Fareeya Adam, head of guaranteed annuities at Momentum Wealth

Give clients more control through certainty  

In this environment of high interest rates, clients can lock in very attractive guaranteed annuity rates, says Fareeya Adam, head of guaranteed annuities at Momentum Wealth.

Lara Warburton, CFP®, Claims Top Honours at FPI 2023 Gala Awards

Johannesburg, 14 November 2023 – The Financial Planning Institute of Southern Africa (FPI) recently hosted its highly anticipated annual Gala Awards evening, a prestigious event recognising excellence in the financial planning industry. The culmination of the evening saw Lara Warburton, CFP®, emerge as the distinguished recipient of the FPI Financial Planner of the Year award.

Unveiling the magic of social media for financial advisors

Social media possesses a magical allure – an enigmatic realm of wonder, a captivating escape from reality and a conduit for connection. Yet, within this captivating realm, financial advisors often grapple with a curious conundrum: the struggle to effectively harness the potential of social media and online communication.

Transform Your Public Speaking Skills: Join the 2024 International Speaker &...

PROpulsion, ProfileMe, and NextGen Planners are excited to announce that applications for the prestigious International Speaker & Influencer Programme 2024 are now available. This ground-breaking programme, which aims to revolutionise the area of financial planning, encourages financial professionals worldwide to improve their public speaking skills and emerge as powerful thought leaders.

The increasing popularity of share buybacks

Schroders’ research shows that buybacks became more widespread in 2022, with some markets narrowing the gap with the US, where they’re most common.

A new horizon

The Three Piggy Bank system and the future of retirement planning in South Africa, Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth

Emerging Markets: a coming bull market?

After thirteen years of underperformance versus high-flying US markets, investors have forgotten what an EM bull market looks like. A closer look at history and where markets are today suggests we may be closer than many think or are positioned for, argues James Corkin, Portfolio Manager at Steyn Capital Management