The annual national Refresher Workshops for Financial Planning Professionals (“Workshops”) are the second highest attended event to the FPI Annual Convention and attracts members and non members to learn more about issues facing those who work in the financial planning arena. Approximately 800 delegates attend annually from across South Africa. FPI members earn six CPD points for attending.

These are the only Workshops of their kind in South Africa at which financial planners and advisors are updated on all developments during the year in the financial planning industry and the impact on their businesses in one session, including compliance, legislation, relevant court cases and determinations. These are beneficial to all financial planners and advisors who need to refresh their knowledge or those studying towards a career in financial planning.

The programme is developed annually by Wessel Oosthuizen (Director of the Centre for Financial Planning Law at the University of Free State) and Marius Botha (independent training consultant), both CFP^® professionals, who with their combined extensive knowledge, also present these workshops.

2011 programme

Warren Ingram, CFP®

•	My journey to becoming the FPI’s 2011 Financial Planner of the Year.

Marius Botha, CFP®

•	Amendments as per the Taxation Laws Amendment Bill 2011 as it affects the taxation of the proceeds of life insurance policies in the hands of a policyholder or a person other than the policyholder.
•	The proposed amendments in respect of taxation of retirement fund benefits.
•	The effect of the new Companies Act on Buy-and-Sell agreements and the taxation consequences of a buy-and-sell agreement based on a company’s “buy back” of its shares.
•	Selected practice notes issued by SARS of the Registrar of Pension Funds.
•	A selection of reported Income tax cases and Adjudicator determinations.

Wessel Oosthuizen, CFP®

•	Putting your client first and treating customers fairly.
•	Important FAIS Ombud determinations of the past year.
•	The impact of matrimonial property regimes on financial planning. Practical aspects will be discussed for example:
	- What are the implications of not claiming or enforcing an accrual claim at death? - The practical implications of taking out a life policy to pay or cover a claim in terms of the accrual system at death. - Financial Planning for unmarried couples living together. - Customary law and the validity of a will.
•	Revocation of wills – be careful.
•	Disqualification to receive a benefit from a will in terms of section 4A of the Wills Act.
•	Section 4(q)(ii) of the Estate Duty Act or not?
•	Responsibilities and duties of executors:
	- Full disclosure from estate executors required. - Duties of executors – failure to perform duties in terms of mandate.
•	Variation of Policyholder protection Rules.
•	Be aware of your restraint of trade agreement.

Download the Programme
Download the Presenter's Profiles
Download a Registration Form

Speaker presentations will be made available to delegates before the event. Printed notes will also be included as part of the workshop.

Cost (incl. VAT)	Early Bird	Full Price
Member	R765.00	R900.00
Non-member	R999.00	R1 175.00
Please note: Early bird bookings closed on 14 October 2011.
If you are registering for an event for the first time on the FPI website, you will need to create an account. Please click here for further information on how to register online.
Region	Date	Venue	Register	Available Seats
Free State	15 November 2011	Ilanga Estate Lucas Steyn Street Heuwelsig	PAST EVENT	0
KwaZulu-Natal	16 November 2011	Coastland on the Ridge 315 Peter Mokaba Ridge Musgrave	PAST EVENT	0
Eastern Cape	17 November 2011	Elizabeth Place Pickering Street Pickering Park Newton Park	PAST EVENT	0
Western Cape	21 November 2011	Protea Hotel Stellenbosch Techno Avenue Stellenbosch	PAST EVENT	0
Western Cape	22 November 2011	Belmont Square Conference Centre Belmont Road Rondebosch	PAST EVENT	0
Johannesburg	23 November 2011	Randpark Club Setperk Street Randpark Randburg	PAST EVENT	0
Johannesburg	24 November 2011	The Mediterranean Conference Centre 72 Concord Road East Bedfordview	PAST EVENT	0
Pretoria	25 November 2011	Sorex Estate 207 Utrecht Ave Clubview Centurion	PAST EVENT	0

For further information on the events, please contact Adel Victor on (011) 470-6058 or at adel@fpimail.co.za.

Sponsorship and exhibition opportunities are available. Please contact Tsholofelo Dihutso on (011) 470-6050 or at tsholo@fpimail.co.za.

We look forward to seeing you there!