The value in face to face conversations
October 1, 2021
We recently caught up with Navin Ramparsand in his capacity as the chair of the financial planning Institute board. Navin will be speaking at the upcoming FPI Convention on the topic: ‘Face to Face conversations’….
Barriers to effective philanthropy
September 7, 2021
We recently caught up with Prince Siluma , CFP Head: Philanthropy at FNB Fiduciary Philanthropy Centre. Prince will be speaking at the upcoming FPI Convention on the topic: ‘Barriers to effective philanthropy’ “Now that philanthropy…
Mentoring the financial planner of the future
September 7, 2021
We recently caught up with Craig Torr Director at Crue Invest (Pty) Ltd. Craig will be speaking at the upcoming FPI Convention on the topic ‘Mentoring the financial planner of the future’. “I think a lot…
A coach in your business
September 7, 2021
We recently caught up with Barry O´Mahony, Founder, Veritas Wealth. Barry will be speaking at the upcoming FPI Convention on the topic ‘A coach in your business’. He will delve into the reasons why a Financial Planner…
Lived Experience of Mental Health
September 7, 2021
We recently caught up with Nick Elston, Inspirational Speaker on Mental Health, Nick will be speaking at the upcoming FPI Convention on the topic ‘Lived Experience of Mental Health’. Nick will be Sharing experiences of his…
Global Regulatory updates
September 1, 2021
In the lead up to the 2021 FPI Professional convention, we caught up with Marisa Broom, CFP®, owner and principal at wealthadvice. Marisa will be one of the speakers at the convention and we ask…
Understanding behavioural finance and how it applies to my practice
September 1, 2021
In the lead up to the 2021 FPI professional convention we chatted to Dr Prince Sarpong, Senior Lecture, School for Financial Planning Law, UFS, who will be one of the speakers at the convention. We…
Futures Strategist on the topic: "Trans for motion"
September 1, 2021
We recently caught up with John Sanei, Future Strategist and speaker for the upcoming FPI convention. John’s topic at the convention is titled “Trans for Motion”, we asked him if he could explain to us…
