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Join the Financial Planning Institute of Southern Africa (FPI) for an online workshop addressing Estate and Trust Planning .
In the Estate and Trust Planning workshop, we will address various considerations when addressing Estate and Trust Planning with your clients. This will be followed by a panel discussion which will further delve into the practicalities of the administration of an estate and trust. The session will end with the unpacking of a disciplinary action where conflict of interest is discussed.
The workshop will address the following topics:
Back to Basics: Estate and Trusts
Panel discussion: Estates and trusts
Learnings in a disciplinary case
Meet the speakers:
|Phia van der Spuy
|| Nici Macdonald, CFP®
||John Potgieter, CFP®
||Natasja Hart, CFP®
||Kobus Oostuizen, CFP®
Estate and Trust Session Details:
Date: 15th September 2021
Time: 09h00 - 13h15
CPD: 2.5 Technical and 1 Ethics Verifiable hours
FPI Designated Member (CFP®, FISA® , RFPTM, FSATM) R500.00
This is an online event only, a link will be sent to all paid registrants beforehand in order to join the live sessions
Cannot make the live session? Not to worry, you can still register and pay to access the recording and once it has been viewed, CPD will be loaded onto your profile. Access the recording below:
Username: Member Number
Password: Member Number
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