Special Offer for FPI Members
Thursday, 20 October 2017: Cape Town
– The Financial Planning Institute is proud to be Supporting Partner of SRP’s 2nd annual Africa Structured Products & Alternative Investments Conference
in Johannesburg on 1-3 November 2017.
As supporting partner, we have negotiated an exclusive 25%
discount for our members* to attend both days of the event. Claim your discounted pass for only £112
by emailing firstname.lastname@example.org
and quoting “FPI”.
Join senior representatives from investment banks, wealth managers, product distributors, asset managers, regulators, product developers and actuaries to:
Gain a thorough grounding in Structured Products and ETFs through CPD-accredited workshops run by independent experts
Learn about asset allocation and how and when to use different products in client portfolios
Discuss the latest trends and best practices in product design and regulations
Discover how Fintech and RDR are changing the traditional distribution model and where the opportunities for advisors are
Network with the Structured Products and Alternatives industry throughout the two days and at our celebratory Golf tournament at the Country Club Johannesburg golf course
An economist by profession and a wealth manager at Private Client Holdings, Mark believes that the most important attributes of the modern financial planning professional are impartiality, transparency and a commitment to service excellence. “As professional financial planners, for as long as we keep clients at the heart of everything we do, we will collectively elevate the status of our profession,” said MacSymon. He noted that the role played by skilled financial planners were as important today as ever.
View the brochure here
for more information.
If you have any questions, just email email@example.com
or call +44(0)20 77798239 and quote FPI.
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.