FPI Annual Refresher 2024

The FPI has partnered with Sentio for a day filled with inspiring speakers, engaging discussions, and valuable networking opportunities. 2024 Annual Refresher promises to be a unique gathering of industry experts, thought leaders, and like-minded individuals passionate about Financial Planning.

Imtiaz Suliman, CFA from Sentio will discuss Shari’ah Investing: Lifting The Veil

Lara Warburton, CFP^® topic of T and COFI discusses during periods of uncertainty, it is crucial for financial planners to concentrate on aspects within our control. Trust plays a pivotal role in the relationship between planners and clients, making the T-Factor essential for fostering and overseeing these connections. Anticipating the upcoming regulatory change, the COFI Bill, is imperative as it is expected to influence our practices. Adequate preparation will facilitate a smoother transition during this period of change.