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The FPI ran the first National Financial Planning Week from 26 November to 2 December 2011. The campaign was aimed at educating consumers about dealing with a professional financial planner and getting trusted advice.

To celebrate this first event, we hosted a Consumer Clinic on 30 November in Johannesburg at the Randpark Club. Attendance at the event was free and consumers had the opportunity to get free financial planning guidance from CERTIFIED FINANCIAL PLANNER® professionals, all volunteering their time and expertise. After an introduction presentation, consumers were given the opportunity to meet one-on-one with FPI Financial Planner of the Year winners and finalists who were invited to exhibit.

Click on the links below to download the video from each session.

20 Ways YOU CAN Celebrate National Financial Planning Week…by doing one or a combination of these, you are well on your way to financial security!
  • Speak to an FPI-accredited financial planner to develop your financial plan.
  • Develop a monthly budget and stick to it.
  • Pay off a credit card or other debt.
  • Help teach your children how to save by starting a savings account for them.
  • Get a head start and investigate the cost of your child’s future education.
  • Get your estate in order: create or revise your Will.
  • Establish an emergency cash fund.
  • Evaluate your retirement funds; pension, provident, preservation or retirement annuity fund.
  • Plan for your year-end tax strategies.
  • Review your short term insurance cover.
  • Review your life cover including disability and dread disease cover.
  • Review your medical aid cover.
  • Review any investments you have (units trust, bank deposits).
  • Write down your short, medium and long term financial goals and revisit them periodically.
  • Calculate your net asset worth (the difference between all your assets and liabilities).
  • Look up three financial terms that have baffled you and resolve to understand them.
  • Put a relative, friend or colleague in touch with your financial planner.
  • Subscribe to a personal finance magazine.
  • Invite a financial planner to speak at your workplace.
  • Call your financial planner and share your appreciation for their service.
 
 
 

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