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Live Online Session: 2021 Retirement and Investment

Live Online Session: 2021 Retirement and Investment
FPI CPD Approval FPI21070043
To register for any of the sessions listed below, please make sure that you are signed in if you already have a profile with us. If not, please click on sign in / register and create a profile. Once you are logged in, the register button will become available to you.




The Financial Planning Institute of Southern Africa (FPI) hosted a Live Online Retirement and Investment Workshop on the 5th of August 2021.

The speakers addressed planning for retirement during a pandemic. We were joined by National Treasury in a discussion on recent legislation and an Economic Update was among the subjects of discussion.

We delved into risk profiling as a suitable component of sustainability and closed off the session with a panel discussion made up of industry experts.

If you missed this session, you can still register and pay to access the recordings on the E-learning portal

The Online workshop addressed the following topics:

  • Retirement Planning in a Pandemic by Wouter Fourie, CFP® and Bruce Cameron
  • Economic Update by Dawie Roodt
  • Retirement Reform by Basil Maseko from National Treasury
  • The Role of Financial Planners as Money Doctors by Dr Prince Sarpong, CFP®
  • Risk Profiling as a component of Sustainability, panel discussion with
    • Lelane Bezuidenhout, CFP®
    • David Kop, CFP®
    • Anton Swanepoel, CFP®
    • Solani Baloyi, CFP®


Meet the speakers:

Anton  Swanepoel, CFP®  Basil Maseko  Bruce Cameron  David Kop, CFP® 
       
       
 Dawie Roodt    Dr. Prince Sarpong Solani Baloyi, CFP®
Wouter Fourie, CFP® 
       
       
FPI CEO: Lelane Bezuidenhout, CFP®
 

Event Details:
Available:
5 August 2021 - 31 May 2022
CPD: 5.5 Technical Verifiable CPD hours
COB Category: Investments | Pension Fund Benefits
Financial Planning: Asset Management | Retirement Planning | Tax Planning
Financial Advice: Investments & Investment Risk | Pension & Retirement | Taxation as it related to Financial Services

Cost:
FPI Designated Member (CFP®, RFPTM, FSATM) R500.00
Non-Member: R750.00

Please make sure that after you've registered, you proceed to checkout and submit order to secure your registration

Access the recording below (Please allow 2-3 working days for payment to reflect and access to be granted):
http://fpi.learntech.co.za/
Username: Member Number
Password: Member Number
(Click on Member number in order to retrieve it)

When
8/5/2021 8:45 AM - 5/31/2022 11:59 AM