Join the Financial Planning Institute of Southern Africa (FPI) for the third and last, in the series of 3-webinars, on the use of technology within the framework of the financial planning Practise Standards.
There will be a panel of subject matter experts with Francois du Toit CFP® as the facilitator, who will be focussing on practice management strategies that incorporate the use of technology to enable the efficient implementation of step 5 and 6 of the financial planning process.
- Date: 12 August 2021
- Time: 12h00 – 13h00
- CPD: 1 – General Verifiable Continuous Professional Development (CPD) hour.
- Financial Planning: Professional Skills & Abilities
- Financial Advice: Research methods, problem solving and report writing
- Cost: Complimentary
Want access to the first session?
In the first webinar there was 3 panellists and a facilitator who focussed on practice management strategies that incorporate the use of technology to enable the efficient implementation of step 1 and 2 of the financial planning process.
Access the recording below 2-3 hours after registration:
Members are automatically registered and will have access to the session on the E-learning portal.