Financial Planner of the year awards E-Book
06 March 2020
The Financial Planner of the Year award is the most prestigious accolade in the financial planning profession. Entering takes a lot of hard work – and winning has nothing to do with luck.
The Financial Planner of the Year competition is about celebrating excellence in the Financial Planning profession.
In this E-book publication, brought to you in partnership with the FPI, we not only celebrate the previous winners but also offer invaluable insights from the crème de la crème of the financial planning industry.
Long gone are the days of technology in financial planning just doing needs analysis. With AI, Robo-Advice, Office Automation and Predictive Analytics taking centre stage, It’s a Brave New World in Financial Advice.
At this years Insurtech conference we are not only looking at the innovations in Insurance technology shaping the industry but we will also be delving into the realm of innovative technology shaping the financial sector.
Our Insurtech conference will be taking place this Monday & Tuesday 9-10 March in Johannesburg and Thursday & Friday 12-13 March in Cape Town.
We have a few open spaces left and as a valued reader of COVER we would like to take this opportunity to offer you a greatly discounted rate to attend.
Johannesburg: R3500 (Discounted Price) R5900 (Normal Price)
Cape Town: R3000 (Discounted Price) R4200 (Normal Price)
Visit our Insurtech site for details of the event.
E-Mail: firstname.lastname@example.org if you would like to register to attend.
The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners, which serves the public by ensuring that people who carry the CFP®
designation are qualified, experienced and professional. FPI has recently been approved by the South Africa Revenue Service (SARS) as a Recognised Controlling Body (RCB).
The Institute is also recognised internationally and is a founding, and a current affiliate member, of the international Financial Planning Standards Board Ltd (FPSB)
based in the USA, along with 25 other affiliate member countries who offer CFP®
certification, the highest recognised professional designation worldwide for a financial planning professional. For more, visit www.fpi.co.za
or follow @FPISANews.