Brought to you by Financial Planning Institute of Southern Africa
15 March 2023
Testing the embed

Testing Text 1, 2

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)

Client Engagement

Looking back on 30 years. Investing in the future

Hymne Landman, CEO at Momentum Wealth, looks back on Momentum's 30 years of building the partnerships that have shaped its journey and the future it continues building with advisers and clients....

FPI Updates

When the dream becomes bigger than the award

“Success is never owned. It is rented. And the rent is due every day,” writes Wouter Fourie, CEO, Ascor Independent Wealth Managers....

Events

Good advice is changing: Join us at PROpulsion Ascend 2026 on 20 October

What does good advice need to look like next? PROpulsion Ascend 2026 is a live virtual event exploring the shifts shaping financial advice, advice businesses and the profession....

Financial Planning

Leading a global profession: a year of growth, connection and purpose

Former chairperson of the Board for the FPI, Kirsty Scully, CFP®, who has been re-elected to be the 2026 chairperson of the Financial Planning Standards Board Council, shares her international perspective on the profession....

More features

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions....

RiG Advisory Services Achieves FPI Approved Professional Practice™ Status

FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide....


Events

Good advice is changing: Join us at PROpulsion Ascend 2026 on 20 October

 

HUM South Africa 2026 – SHOW 18

 

The International Investing Symposium

 

2026 FPI Professional’s Convention

 

*|LIST:DESCRIPTION|*

Unsubscribe *|EMAIL|* from this list.

Copyright (C) *|CURRENT_YEAR|* *|LIST:COMPANY|* All rights reserved.
*|HTML:LIST_ADDRESS_HTML|*

*|IF:REWARDS|* *|HTML:REWARDS|* *|END:IF|*