Join us for The Financial Planning Summit 2025 brought to you by The Collaborative Exchange. A premier event where forward-thinking financial professionals gather to challenge assumptions, explore new opportunities, and redefine what success looks like in an evolving advice landscape.
This year’s theme – Reframing the future of financial advice and wealth management – sets the stage for a programme that blends global insights with practical, actionable strategies for South African advisors.
From cross-border best practices to technology-driven efficiencies, ethical partnerships, and the human edge in a digital world, our sessions will inspire you to look beyond benchmarks and rethink how you deliver lasting value to your clients.
Be part of the conversation that is shaping the next chapter in the business of financial planning. Register now to secure your virtual seat.
View the full agenda, speaker line-up and register for the virtual content at www.financialplanning-summit.co.za
If you require assistance, please feel free to contact us via email at info@financialplanning-summit.co.za or call us on 087 898 5490