AIE2021 Panelist: The new normal is normal
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
