Brought to you by FPI
30 April 2023
Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus. We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023. We hope you find this edition informative and useful.

Featured

Financial Planning Institute

A major milestone in the evolution of professional certification in financial planning.

A group of graduates with their caps raised
The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning scenarios, the course culminated in the submission of comprehensive financial plans by candidates. A total of 137 candidates registered for the course, with 132 submitting their financial plans. The overall pass ...

Featured

What 25 years as a market pioneer taught us about south african investing

Kingsley Williams, Chief Investment Officer at Satrix
Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how....

Featured

Succession Planning for Independent Financial Advisors in South Africa 

succession planning
Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services...

Featured

The hidden complexities of trust beneficial ownership compliance

vecteezy_discussion-with-a-real-estate-agent-house-model-with-agent_16340937
According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts....

Thought Leaders

Shaun Thompson, Financial Planner

Shaun Thompson| Financial Planner Profile

Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®....
Warren Ingram, CFP Co-Founder, Galileo Capital

A home for independent financial planners

According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying....
Gareth Lange, Wealth Manager, Private Client Holdings

Securing a legacy

According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated. ...
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....


More Features

Altvest Capital

Impact and returns: why financial planners should consider ACOF

Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital....
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse....
Anton Swanapoel_Thought Leader Portrait

Record of advice: various definitions often lead to misinterpretation

Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct....
image by by Kanpisut from Jookiko

Creating procedures with ChatGPT

Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT....

Round Table Series

Round Table Series

Investing offshore and how to structure financial plans to suit each clients needs and objective

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on investing offshore and how to structure financial plans to suit each clients needs and objectives....

Round Table Series

How and why a financial planner should use a DFM

Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on how and why a financial planner should use a DFM...

Events

PROpulsion Tech 2025: Lead the Change

 

Join Money Maestros- ‘Retirement Income Workshops’ on the 28 July 2025, Middelburg

 

Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June 2025, Bloemfontein

 

Join Money Maestros- ‘Retirement Income Workshops’ on the 18th of June 2025, Potchefstroom

 

Humans Under Management Conferences 2025

 

2025 FPI Professional’s Convention

 

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