Events

FPI Refresher Workshops

The FPI is proud to present the annual Refresher Workshops for Financial Planning Professionals. These are the only events of their kind in South Africa at which financial planning professionals are updated on developments during the year in the financial planning industry and the impact on their businesses in one session, including compliance, legislation, court cases and determinations.

 

This year we have a very exciting programme covering the Amendments as per the Taxation Laws Amendment Bill 2011 as it affects the taxation of the proceeds of life insurance policies, the proposed amendments in respect of taxation of retirement fund benefits, impact of matrimonial property regimes on financial planning, important aspects of wills and the Wills Act, Section 4(q)(ii) of the Estate Duty Act, and more…

 

Who should attend?

All financial planners who need to refresh their knowledge as well as those students studying towards a career in financial planning.

 

Dates

These workshops will be held from 15 November until 25 November across the country.

 

Delegates will benefit from:

1. 6 CPD points for FPI members.

2. Exhibitors showcasing the latest financial services products, services and tools.

 

For further information on the Refresher Workshops,  email marketing@fpimail.co.za.

 

Hedge Funds 101 Masterclass


Course Outline

Characteristics of a hedge fund

•Hedge fund fee structures

•Different hedge fund strategies and the risk associated with each strategy

•The hedge fund business model

•Hedge fund risk management

•Hedge fund marketing and distribution

•Regulation 28

 

Course dates:

15 – 16 November 2011 Johannesburg

22 – 23 November 2011 Cape Town

 

Contact details:

http://conta.cc/nrK2Kc#constantcontact

Email daizy@hedgefundacademy.co.za