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Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Reaching all Certified Financial Planners (CFPs) as well as other selected members of the Financial Planning Institute (FPI), Blue Chip provides high-quality editorial coverage from industry thought leaders on key topics of interest to financial planners.

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Protected: Shaun Thomson

What inspired you to become a financial planner? I was diagnosed with a Kidney Disorder (PKD) in 2008. I held a profession in education for...
Warren Wheatley CA (SA), CFP®, Founder, Altvest

Altvest Capital reports robust FY2025 growth: asset expansion, strategic investments, and revenue surge

Altvest Capital reports strong FY2025 results driven by asset growth and investment performance
Anton Swanapoel_Thought Leader Portrait

Record of advice: various definitions often lead to misinterpretation

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.
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