Webinar: Understanding Offshore Investing

Webinar: Understanding Offshore Investing
FPI CPD Approval FPI21070007
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Join the Financial Planning Institute of Southern Africa (FPI) and Wayne Sorour, CFP® for an hour long webinar which is scheduled to take place on the 28th of September 2021 at 10h30. 

For many South Africans, their biggest assets are probably a company pension fund and their home. Some own businesses. The more affluent may even have a second holiday home. This could mean that they are overexposed to the domestic economy and its cycles. Investment diversification means that you spread your risk over asset classes and regions, or country. A portion of your discretionary money should be taken offshore, but of course the size of the allocation depends on individual circumstances.
We believe it’s prudent to spread and broaden your investment opportunity set. Wayne will explore how best you can get exposure to offshore investment markets.


Webinar Details:
Date & Time: 28 September 2021 | 10h30 - 11h30
CPD: 1 Technical Verifiable CPD hour
COB Category: Investments
Financial Planning: Asset Management
Financial Advice: Investments & Investment Risk
Cost FPI Member: Complimentary (Registration required for live session, link will be sent beforehand and is also available on the E-learning portal)
Cost Non-Member: R250 

About the speaker: Wayne Sorour, CFP®
Wayne matriculated at Grey College in Bloemfontein. He obtained his B.Proc LLB at the University of the Free State and is an admitted attorney. He joined Old Mutual as a Legal Adviser and has spent many years in the financial services. Wayne currently holds the position of Head of Old Mutual International – Sales and Distribution, and has been working in the offshore market for over 15 yrs.


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When
9/28/2021 10:30 AM - 11:30 AM

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