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FPI submission to National Treasury
The FPI Technical Services Department, together with Andre Jacobs, CFP®,
FPI Health ISG Chairperson, made a submission to National Treasury on
the Draft Regulations on the demarcation between health insurance
policies and medical schemes. The purpose of the Regulations is to find a
balance between medical schemes and health insurance products. They
also seek to address the risk of p... Read more |
How the conversationalist art can help y...
People today are busier than ever - commuting,
flying, buying, etc. All in all, conversation time is diminishing. Who
has time to talk? However, making a success in your profession is not
possible without true conversation with your client.
According
to a study by the University of Toronto, 97% of people will form their
opinion of you within the first 15 seconds of a conversation. The ... Read more |
Professionalism
The word “professional” is usually used these
days to describe competence and skill. This is a complete
misinterpretation of what the word means and what the public is entitled
to expect.
A professional is a
person who lives by the standards, tenets and ethics of a profession. It
is therefore relevant to look first at what constitutes a profession,
and only after that at what it... Read more |
Freedom of Testation: Bequest contra bon...
In general a testator or testatrix has a great deal of freedom in drafting a will and may impose a condition or direction (modus)
upon his/her bequest. However, such a condition will not be honoured if
it is against public policy or good morals, if it is illegal or
impossible to execute, or uncertain in nature. The issue of public
policy has made a number of appearances in case law, as far bac... Read more |
Lindo Xulu speaks to Godfrey Nti, CE of ...
Lindo Xulu speaks to Godfrey Nti, CE of the Financial Planning Institute (FPI), about the abuses within the industry.
What is the maximum fee financial advisers are entitled to charge for their services?
The institute is not in a position to prescribe a minimum fee. What’s important is that the client understands exactly what they’re paying for. Advisers should always disclose... Read more |
Ethics and Investment Advice
When considering ethical issues relating to
investment advice a few prominent principles immediately come to the
fore; client interest, fairness and transparency. These principles are
intricate enough to warrant an entire collection of written articles on
each individually but at their core they all have a common message;
principle before profit.
Rehan Syed, investment research analyst, not... Read more |
Continuous Professional Development the ...
Kaizen (改善) is the Japanese strategy of Continuous
Improvement. “Japanese management practices succeed simply because they
are good management practices. This success has little to do with
cultural factors. And the lack of cultural bias means that the
practices can be – and are – just as successfully employed elsewhere.”
Masaaki Imai, founder of the Kaizen Instit... Read more |
An increase in the local and global CFP ...
The FPI welcomed 22 new CFP professionals who recently completed their Postgraduate Diploma in Financial Planning at Stellenbosch University. They were officially inducted at the 2012 Stellenbosch University and FPI’s Induction Ceremony held on Thursday, 22 March 2012 at the Lanzerac.
FPI Chairperson-Elect, Adv. Sankie Morata, CFP®, congratulated all inductees and emphasised the importa... Read more |
Plan your finances for 2012
According to Busa, 2012 will bring relatively positive economic recovery
to SA, but considerable growth is still needed in the business and
economic sectors. With medium-term economic recovery in the works,
planning your personal finances is more important than ever. Read more |
Financial planning week and Living annui...
Celebrating the Financial Planner
This week marks the
first FPI National Financial Planning Week in South Africa. Financial
planners exist to help us achieve our goals, and live a responsible and
successful financial life. Finances are a very big part of our lives –
and are integrated into everything we do. We earn money from work, we
spend money to live – yesterday, today and ... Read more |
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