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Events

FPI Technology and Innovation Session

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.

Webinar Details:

  • 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:

Username: 184421
Password: 184421

Members are automatically registered and will have access to the session on the E-learning portal.







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