2019 Annual Refresher Masterclass registrations now open


Have you missed out on some of the great skills and knowledge sessions which ran in 2019?

We are excited to announce that registrations for the 2019 Annual Refresher Masterclass are now open.

This Masterclass is a precis of the legislative changes relevant to financial planning.

We have keynote speakers Errol Meyer, CFP® and Wessel Oosthuizen, CFP® who will be presenting in different regions.

Meet the Financial Planning Institute of Southern Africa’s CEO Lelane Bezuidenhout, CFP® who will touch on some of the FAIS Ombud determinations.

Executive Director David Kop, CFP® of the FPI who will discuss the global and local Financial Planning trends and the effects they have on how Financial Planning is delivered.

Hardi Swart, CFP® the 2019 Financial Planner of the year will be sharing valuable insights on how you can determine who your clients are, how to reach them, how to be authentic and many more valuable techniques on how to improve your offering to your clients.

These speakers will give you the relevant information you need to keep you up to date going into 2020.


R 1 608 FPI Member | R 2 010 Non-Member

JHB: 11 November
PTA: 12 November

Bloemfontein: 13 November

Port Elizabeth: 14 November

George: 15 November

Durban: 18 November

Cape Town: 19 November

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