Brought to you by Financial Planning Institute of Southern Africa
15 March 2023
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Testing Text 1, 2. Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you.

With breaks

With breaks

 

 


Youtube video


Yumpu E-book


Blue Chip Issue 84

Lead features (Featured Layout)

DFM

Catering for bespoke needs

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

Featured

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....

Offshore

What really matters when choosing offshore unit trusts

When considering offshore investing, the starting point is not the fund it’s the investor. What are you trying to achieve? Whether it’s long-term capital growth, funding future goals, or creating offshore diversification, the objective should guide the decision-making. Different needs require different solutions, and this should shape how a portfolio is built from the ...

Education

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....

More features

The UFS School of Financial Planning Law celebrates 25 years of inspiring excellence and transforming lives

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....

Hollard Investment Managers

Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg....

Join us at the PROpulsion Financial Planning Conference 2026 – The Global Citizen

A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders....

Equilibrium Investment Management

Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives....


Events

Global Financial Planning Conference ALL STARS

 

Join us at the PROpulsion Financial Planning Conference 2026 – The Global Citizen

 

Meet the Managers 2026

 

The Investment Think Tank

 

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