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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.

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...

Announcement of Finalists for the 2025 Financial Planner of the Year...

We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
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Invest in the future of financial planning: Support the FPI Education...

With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals. 
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South African equities: beyond the gloom

In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors.

Marching to the beat of a younger generation’s drum

The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. Jodrey Rossouw, Core Wealth Advisory Services and Chair, YFPO, FPI, says the focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant.

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications

2025 Financial Planning Summit

Join us for The Financial Planning Summit 2025 brought to you by The Collaborative Exchange. A premier event where forward-thinking financial professionals gather to challenge assumptions, explore new opportunities, and redefine what success looks like in an evolving advice landscape.

The two-pot system: One year on

Across the 1.1-million actively contributing members administered by Alexforbes, more than 650 000 savings pot claims worth R9.5-billion were processed in the first year. Article by Vickie Lange: Head of Corporate Best Practice at Alexforbes

Quantum leap: how quantum computers are rewriting the rules of tech

The growing demands of AI, data science and global complexity are pushing classical computing to its limits. In this article, Peter Foster, Chief Investment Officer, Fundhouse, focusus on the development of quantum computing and explore the impact it can have across industries.

Are you feeling awkward… yet?

There’s plenty to feel awkward about this September, with a Capital Legacy advertising campaign showcasing strange, humourous ways in which people have died. But the reason they’re doing it is not what you might expect.
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The power of understanding financial behaviour

How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium.

Investment partnerships breed hedge fund excellence

Amplify Investment Partners’ managing director Wade Witbooi explains the value that Amplify brings to the table and predicts a bright future for both his business and the industry as a whole.

Bitcoin in South African portfolios: Why a small allocation makes sense

This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa.

Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.
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