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Blue Chip is a Financial Planning Institute of Southern Africa – approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the quarterly journal.

Goosebumps, growth and the future of financial planning

When was the last time you got goosebumps while working with a client? By Bronwyn Waner, CFP®, Growth Financial Planning

What the Global AI in Financial Planning report really tells us

The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.

New issue of Blue Chip journal now available!

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI) and publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.

AI and the future of financial planning: how it’s revolutionising the profession

Artificial Intelligence is no longer a concept on the horizon – it’s here and it’s rapidly transforming the way financial planners serve clients, manage practices and evolve their own professional capabilities. By Dante De Gori, CFP®, CEO, Financial Planning Standards Board.
Bertie Nel, Momentum Head of Financial Planning and Advice

Bridging the financial divide: technology can help drive inclusion in SA 

Bertie Nel, Head of Financial Planning and Advice at Momentum, unpacks how digital tools like AI and robo-advice are changing the face of financial inclusion in South Africa.
Tim Slatter, Creator of Contatto and Director, Slatter Communications

If you don’t pay, you don’t stay

Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
influence client behavior

If you really want to influence a client’s behaviour, appeal to...

Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant
Henda Kleingeld CFP®, FPSA®, TEP, Programme Director: PGDIP in Financial Planning, School of Financial Planning Law, University of the Free State

Knowing isn’t doing

Henda Kleingeld, UFS Program Director, discusses why smart financial advisors should have their own trusted financial advisor.
Rob Macdonald, Independent Consultant

A Coaching Way of Being

Blue Chip explores the role of coaching in unlocking financial potential. Behavioural coaching expert, Rob Macdonald, unpacks what it is and why it is important to the work of a financial planner.
Last mile planning

Last mile planning advice 

Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics.
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Types of hedge funds offered in South Africa

All hedge funds in South Africa are classified according to four tiers. Each tier addresses one of four key questions that any hedge fund investor should consider when deciding to invest.

South Africa’s retirement industry is proving its resilience

Henré Prinsloo, Head of Employee Benefits and Actuarial Consulting at Momentum Corporate discusses the major trends impacting the local retirement fund industry and how recent regulatory changes have tested its resilience.

Capital Protector: A practical approach to retirement certainty

The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains.

Standard Bank to host 5th SA SOC Investment Summit in Dubai – connecting Gulf capital...

The summit is a key platform designed to connect South African SOCs with leading Gulf region investors, sovereign wealth funds, and corporates to accelerate infrastructure development and trade between Africa and the Middle East.

Jacques Horn, CFP® | Financial Planner Profile

What inspired you to become a financial planner? I’ve always been fascinated by solving complex problems, and finance seemed to offer an endless supply of...
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