Tag ArchivesFPI

FPI_web

The Financial Planning Institute partners with the Hospice Palliative Care Association

The Financial Planning Institute (FPI) today, in celebration of Advanced Healthcare Planning Day, announced it has signed a Memorandum of Understanding (MOU) with the Hospice Palliative Care Association of South Africa (HPCA). The MOU seeks to reinforce FPI’s commitment to establish a close working relationship with HPCA to provide inter alia, financial planning education to […]

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Mark MacSymon

Estate Planning: Dying without a will is one of the biggest mistakes you can make

If you die without a valid Will in place the assets in your estate are distributed as stipulated in the Intestate Succession Act. This can cause unnecessary trauma, costs and delays for the family you leave behind and may prevent your final wishes from being carried out. Having a Will is also an imperative for […]

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Mark MacSymon

Make sure that you and your financial planner are executing the same financial game plan

The relationship that you have with your financial planner is comparable to the one that exists between a professional sportsperson and his or her coach. It takes the form of an unbiased and objective collaboration through which you and your financial planner continuously evaluate and implement the strategies that will deliver your desired long term […]

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Mark MacSymon

What your financial planner should be doing pre- and post-Budget

On 21 February 2018 the finance minister will take to the podium to deliver South Africa’s Annual Budget. He will outline how government proposes to balance its income and expenditure for the 2018/19 financial year against a backdrop of poor economic growth, rising unemployment, mounting debt and significant shortfalls in tax revenue collection. (more…)

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Gerhardt Meyer

Global Financial Planning Organisation Appoints Gerhardt Meyer as Chairperson-Elect

Gerhardt Meyer, CFP®, Head of Governance for the Wealth Division of Old Mutual South Africa has been appointed chairperson-elect of Financial Planning Standards Board (FPSB) effective, April 2018. Meyer will then serve another year as Chairperson to FPSB’s Board of Directors in 2019. (more…)

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L-R Lelane Bezuidenhout - Head of Certification at the FPI and Simone Sharman

PSG CFP wins at FPI

PSG Wealth is pleased to announce that Simone Sharman, adviser at PSG Wealth Faerie Glen Stockbroking and Financial Planning has won the top student award for the CFP® Professional Competency Examination (board examination). The award was presented at the FPI Gala Dinner in Cape Town last month. (more…)

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Yet another industry award for Private Client Holdings

Private Client Holdings has scooped no fewer than four industry awards this month, including the Financial Planning Institute’s prestigious ‘Financial Planner of the Year’ award and ‘Best Adviser Firm – South Africa’ at the International Adviser Best Practice Adviser Awards 2017 – an event where they also claimed top honours in two other categories. (more…)

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financialadviser

What customers want… Why trust is the cornerstone of financial planning

Regulators and financial planning professionals agree – financial sector regulation must promote access and inclusivity; ensure positive financial outcomes for consumers; and promote trust in advice, the financial planning profession and financial products. This is the message from a panel debate on regulatory change, held on the first day of the 2017 FPI Professionals Convention […]

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