Financial Planning

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.

Recalibrating South Africa’s Financial Edge

Exito Media Concepts Announces the 36th Edition of the BFSI Innovation & Technology Summit – South Africa 2026.

Rethinking retirement

South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services

Independent Investment Solutions

Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.

Catering for bespoke needs

Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.

The future of healthcare financing

South Africa’s healthcare financing landscape is shifting rapidly under the pressure of rising costs and economic uncertainty, writes James White, Director, Sales and Marketing, Turnberry Management Risk Solutions.

How to become a financial advisor in South Africa

The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on.

The UFS School of Financial Planning Law celebrates 25 years of...

The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.

Global Financial Planning Conference ALL STARS

PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 9 June 2026.

Advising vulnerable clients

Globally, regulators are increasingly turning their attention to the protection of vulnerable customers writes Wessel Oosthuizen, Head of Financial Planning, Fiscal Private Clients.

The 36th Edition of the BFSI Innovation & Technology Summit –...

Exito Media Concepts Announces the 36th Edition of the BFSI Innovation & Technology Summit – South Africa 2026.
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Is your investment making you emotional?

Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities. 

The index decision that matters

Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara.

Two-pot withdrawals, December bonuses and mounting debt

Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning.

What is an ETF?

Exchange-traded funds offer financial planners a growing range of options for building client portfolios.

Blue Chip ETF Guide 2027

Welcome to the 2027 edition of the Blue Chip ETF Guide, a guide to exchange traded funds in South Africa.
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