AssociationsEvents

FPI July 2021 Webinars

Join the Financial Planning Institute of Southern Africa (FPI) for a series of webinars taking place in the month of July 2021.

Gain industry knowledge and Continuous Professional Development (CPD) hours ensuring you stay relevant.

Building Capacity with Jason Bernic, CFP®

Jason will discuss the below topics:

  • Prospecting is not just about strategy
  • How you show up in front of potential clients
  • Mindset & Skillset
  • What is it all for

Webinar Details:

Date: 06 July 2021
Time: 10h30 – 11h30
CPD: 1 General Verifiable CPD hour
Cost: R 250

Tax Migration with Lauren Walker from Currency Partners and Marisca De Bruyn from Mint Accounting

Lauren and Marisca will discuss the below topics:

  • What is Tax Migration
  • Why clients are considering this application
  • Difference in old and new Tax Migration process

Webinar Details:

Date: 8 July 2021
Time: 11h00 – 12h00
CPD: 1 Technical Verifiable CPD hour
Cost: R250

Taking Action with Jason Bernic, CFP®

Jason will discuss the below topics:

  • Prospecting plan
  • Prospecting pipeline
  • The Approach-Connect-Invite model
  • Activity
  • Accountability

Webinar Details:

  • Date: 15 July 2021
  • Time: 10h30 -11h30
  • CPD: 1 General Verifiable CPD HOUR
  • Cost: R 250

The elements of a financial plan with Tiaan Herselman, CFP®

Tiaan will discuss the below topics:

  • Holistic financial plan
  • Elements that make up financial plan
  • Targeting a higher or lower return
  • Saving more

Webinar Details:

Date: 20 July 2021
Time: 10h30 -11h30
CPD: 1-Technical Verifiable CPD HOUR
Cost: R 250

Transformation in South African Asset Management with Fatima Vawda from 27Four

Fatima will discuss the below topics:

  • Structure of the retail savings and investments industry in SA
  • Inequality and entrenched systemic biases
  • Solutions to close the gender and racial parity gap

Webinar Details:

Date: 29 July 2021
Time: 10h30 -12h00
CPD: TBC
Cost: R250







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