Enjoy the pleasure of a fine whisky – not for the taste but for the value

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

Offshore Transfers with Lauren Walker from Currency Partners

Lauren will discuss the below topics:

• Foreign Tax Clearance Certificates
• Individual Allowances
• SARB Special Approval
• Hedging for Individuals

Webinar Details:

Date: 3 June 2021

Time:11h00 -12h00

CPD:TBC

COST: R250

click here to register

FAIS Ombud Annual Report with Advocate Nonkumnulo Tshombe

Nonkumnulo will discuss the below topics:

• Valuable insight into the business of the FAIS ombud
• Trends in the financial services industry

Webinar Details:

Date: 8 June 2021

Time: 09h00 -10h00

CPD: 1 Verifiable Ethics CPD hour

COST: R250

click here to register

Endowments with March Alves from the FAIS Ombud

SAVE THE DATE.

More information to follow

Webinar Details:

Date: 10 June 2021

Time: 13h00 -14h00

CPD: TBC

COST: R250

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Annuity Innovation with Bjorn Ladewig from JUST SA

Bjorn will discuss the below topics:

• Retirement risks & product needs
• New generation with-profit annuities
• Blended living annuities
• Underwritten and care annuities
• other developments

Webinar Details:

Date: 22 June 2021

Time: 13h00 -14h00

CPD: 1 Technical Verifiable CPD Hour

COST: R250

click here to register

Exploring Prospecting with Jason Bernic

Jason will discuss the below topics:

• What is prospecting?
• Prospecting Vs Marketing vs Sales
• Prospecting Professional
• What so many are doing wrong

Webinar Details:

Date: 30 June 2021

Time: 10h30 -11h30

CPD:

TBC

COST: R250

click here to register