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August 10, 2021

Financial services making strides in opening up to women

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

Non-members register here

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:

Access e-learning here

Username: 184421
Password: 184421

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

Register

Outlook Edition: 2023

Our own local woes, with load shedding, crime and unemployment set the stage for another year where agility and adversity management will be key to survival. Our January issue is packed with interesting thoughts on the year to come, the challenges and the opportunities that we face.

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