The Financial Planner magazine

Edition 44 (2 of 2017)

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 
 
 
 
 
 
 
 
Read more about the FPI Disaster Assistance Pro Bono Programme, which was recently activated in support of the Knysna, George and surrounding areas fire victims. In this edition, Issue 44, we also profile our new Board of Directors, report on the two FPI Approved Professional Practice™ firms who came up tops in the recent Top Private Banks and Wealth Managers Survey; conducted by Intellidex; as well as highlights from the past industry events.
 
 
 
 
 
 
 
 

The Financial Planner magazine

Edition 43 (1 of 2017)

 
 
 
 
 
 
 
 

 
 
 
 
 

In this issue of the Financial Planner magazine, you can read the highlights of the growing number of CFP® professionals globally and FPI Approved Professional PracticeTM firms who got industry recognition in 2016.

The Financial Planner magazine

Edition 42 (3 of 2016)

 
 
 
 
 
 
 
 
     


In this issue we unpack the latest developments on robo advice and how it will impact (or not) the financial planning landscape and the future of the robo. We look at new legislative developments and how it could impact your clients.

The Financial Planner magazine

Edition 41 (2 of 2016)

 
                                                             


We have, yet again, concluded another successful FPI Professionals Convention which took place at the Sandton Convention Centre on 14 -15 June 2016. With the event themed 'Leading our Profession' and based on delegate feedback thus far, it certainly lived up to its reputation, and was, once again, well attended by financial planning/advisory professionals.

The Financial Planner magazine

Edition 40 (1 of 2016)


                                                             


The Convention Edition of the Financial Planner magazine is now available for download. In this issue, speakers from the FPI Professional Convention cover a few elements from their presentations and what’s to be expected at this year’s Professional Convention, themed “Leading Our Profession”.

The Financial Planner magazine

Special Edition


                               
                                                                 


This special Retirement and Investment Convention issue contains articles on topics and speakers that presented to the September 2015 FPI’s Centre for Professional Development (FPICPD)  mini-conference. This annual event invests in those professional financial planners and advisers in South Africa who spend hours of their time and knowledge every year investing in their clients. 

The Financial Planner magazine

Edition 39 (4 of 2015)


                                                                     


Advocating for the profession - Throughout 2015 we have been in perpetual overdrive, advocating to regulators, policymakers and industry on how and why recognising as well as ring-fencing financial planning as a separate and evolving professional practice could lead to better outcomes for consumers as well as benefit all South Africans.

The Financial Planner magazine

Edition 38 (3 of 2015)


                                                                         


The Post-Convention issue. With FPI’s mission being to advance and promote the pre-eminence and status of financial planning professionals, while at all times acting in the interests of the society whom the profession serves, our core work is focused on keeping the high standards of the CFP® certification, and indeed all of FPI’s certification programmes, strong and relevant.

The Financial Planner magazine

Edition 37 (2 of 2015)

 
 
                
 
 
     


Embracing Change - Becoming a true professional will enable our members to earn the trust and respect of all South Africans. We see the current regulatory and legislative changes laden with opportunities to help us achieve this.

 



The Financial Planner magazine

Edition 36 (1 of 2015)


                                                          



New Regulations issue - In the midst of a myriad of simultaneous regulatory changes – Twin Peaks, Treating Customers Fairly (TCF), Regulatory Examinations, Continuous Professional Development (CPD), Retail Distribution Review (RDR) and more to follow - there is cause for genuine optimism for the financial planning profession.