The Financial Planning Institute of Southern Africa's - 2022 Annual Refresher
<!-- wp:paragraph --><p><strong>The Financial Planning Institute of Southern Africa (FPI)</strong> - Annual Refresher, is a full-day online webinar that will unpack some of the most important legislative developments that occurred in 2021, and other key topics affecting financial planner and advisors. <br><br>The event will be conducted as a webinar, allowing everyone to participate safely. Despite being held virtually, attendees will be given the opportunity to engage with the speakers after each presentation. <br><br>Experts have been lined up to discuss a wide range of topics, ranging from practical advice about retirement and tax planning, to the future of the profession. </p><!-- /wp:paragraph --><!-- wp:paragraph --><p><strong>Starting strong</strong></p><!-- /wp:paragraph --><!-- wp:paragraph --><p>Wessel Oosthuizen, CFP® will kick off proceedings with two-sessions, addressing recent court determinations and how these will impact financial planners. He will apply practical examples that are relevant to members, in the following areas: estate planning; legislative changes to retirement planning; a tax update for financial planners; clarity on the division of living annuities at death and divorce for investment planning; crypto assets and investment planning; and general practice and business tips, including how open finance will affect financial planning. <br><br>Wessel developed and managed the former Centre for Financial Planning Law at the University of the Free State (now the School of Financial Planning Law); he served on FPI’s board of directors and also served for more than 10-years on numerous international committees, including the FPSB Professionalism and Standards Committee. <br><br>He currently works as an independent financial planner and lecturer at Stellenbosch University Business School and is a member of the FPSB Global Job Analysis and Global Exam Specification panel.</p><!-- /wp:paragraph --><!-- wp:paragraph --><p><strong>The GEPF and you</strong></p><!-- /wp:paragraph --><!-- wp:paragraph --><p>Maya Fisher-French is up next. She is the presenter of #MoneyMatters on eNCA, editor of the money pages at City Press and the founder and editor of the personal finance site mayaonmoney.co.za.<br><br>With her inimitable style, Maya will spend half an hour discussing the Government Employees Pension Fund – more specifically, how the GEPF works to ensure ‘best advice’ for clients who are members of the fund. </p><!-- /wp:paragraph --><!-- wp:paragraph --><p><strong>Legal eagle</strong></p><!-- /wp:paragraph --><!-- wp:paragraph --><p>Dan Berglun, CFP® will take over from Maya and address the latest change to the Long Term Insurance Act (LTIA) and how it affects employee benefit schemes. Specifically, he will be looking at how the Act governs unapproved and funeral benefits being paid to a deceased estate, without a beneficiary form having been completed in respect of these two benefits. He will also be discussing in-fund preservation and what a planner should know.<br><br>Dan is a financial advisor at Liberty Group South Africa, and Vice Chairperson of FPI’s Employee Benefits Competence Committee. His career in the financial planning industry spans more than 20 years.</p><!-- /wp:paragraph --><!-- wp:paragraph --><p><strong>Investment matters</strong></p><!-- /wp:paragraph --><!-- wp:paragraph --><p>Joining us this year we have Luthando Mzilikazi, CFP® and Jaco van Tonder who will be tackling investment related matters and on how they affect your planning. </p><!-- /wp:paragraph --><!-- wp:paragraph --><p>Luthando is a Sales Manager at Ninety One and She holds a BCom degree in Economics & Finance, BCom Honours degree in Finance from the University of Cape Town. She is a CFP® professional and is a few weeks from completing her MCom in Investment Management at the University of Cape Town. </p><!-- /wp:paragraph --><!-- wp:paragraph --><p>Jaco has 22 years of industry experience and is the Head of Advisor Services in South Africa at Ninety One. He is a Fellow of the Institute of Actuaries, and holds a B.Sc (Hons) degree from the University of Stellenbosch.</p><!-- /wp:paragraph --><!-- wp:paragraph --><p><strong>Legislation</strong></p><!-- /wp:paragraph --><!-- wp:paragraph --><p>FPI’s own Lelane Bezuidenhout, CFP® will guide the afternoon’s proceedings. Lelane has been working in the financial services industry since 1999 and is FPI CEO, where she endeavours daily to serve FPI’s vision of ‘professional financial planning and advice for all’. She is ably assisted by David, FPI’s Director for Relevance, who has also been in financial services for more than two decades and who works tirelessly to ensure that financial planning is viewed as a profession alongside the traditionally recognised professions. <br><br>Lelane will discuss a FAIS Ombudsman determination that is relevant to financial planners.</p><!-- /wp:paragraph --><!-- wp:media-text {"mediaId":148168,"mediaLink":"https://cover.co.za/?attachment_id=148168","mediaType":"image","mediaWidth":37,"verticalAlignment":"center"} --><div class="wp-block-media-text alignwide is-stacked-on-mobile is-vertically-aligned-center" style="grid-template-columns:37% auto"><figure class="wp-block-media-text__media"><img src="https://cover.co.za/wp-content/uploads/2022/02/Screenshot-2022-02-01-at-10.48.09.png" alt="" class="wp-image-148168 size-full"/></figure><div class="wp-block-media-text__content"><!-- wp:spacer {"height":56} --><div style="height:56px" aria-hidden="true" class="wp-block-spacer"></div><!-- /wp:spacer --><!-- wp:heading {"level":3} --><h3>Event Details</h3><!-- /wp:heading --><!-- wp:paragraph --><p><strong>Date: </strong>09th March 2022<br><strong>Time: </strong>08.45 - 15.20 (UCT+2)<br><strong>Venue:</strong> Virtual<br><strong>Continuous Professional Development:</strong> Total - 5.5 Verifiable CPD hours<br>4 - Technical Verifiable CPD hours<br>1 - General Verifiable CPD hours<br>0.5 - Ethical Verifiable CPD hours</p><!-- /wp:paragraph --><!-- wp:paragraph --><p><strong>Cost:</strong><br><strong>FPI Designated members: </strong>R 850.00 (Vat Inclusive)<br><strong>Non-members:</strong> R 1 063.00 (Vat Inclusive)</p><!-- /wp:paragraph --><!-- wp:buttons --><div class="wp-block-buttons"><!-- wp:button --><div class="wp-block-button"><a class="wp-block-button__link" href="https://fpi.co.za/#msdynttrid=JLvnn1UcXE1h8eyDVwp4BFUrFWmo4pAixrQ4H4jirVk" target="_blank" rel="noreferrer noopener">register here</a></div><!-- /wp:button --></div><!-- /wp:buttons --></div></div><!-- /wp:media-text -->
