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)

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....

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....


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

 

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