Leading our profession for SA's financial future - FPI

By Janice Roberts


The Financial Planning Institute of Southern Africa (FPI) will be hosting its annual FPI Professionals Convention, which will see a number of local and international experts gathering to discuss ways to advance the financial planning profession in South Africa, while maintaining the highest service and ethical standards.

This year’s convention, themed “Leading Our Profession”, will be held at the Sandton Convention Centre on 14 and 15 June 2016. During the two-day convention, financial planning professionals and keynote speakers will discuss industry specific topics such as the regulatory update and lessons from abroad, the South African financial planning in a global context while also focusing on the South African saving and investing culture and its impact on financial planning.

“The size of the knowledge, competence and skills gap between a professional and their client determines the professional’s ability to add value to their clients. In order to move forward with the changing times in financial services, professional financial planners will need to adapt and familiarise themselves with improved ways of practicing to ensure that they are always giving their client the most superior service. Hence this year’s convention aims is to bring clarity and guidance regarding the future of the financial planning profession,” says Godfrey Nti, CEO, FPI.

“The introduction of new tools and services continues to see the role of the financial planning professional evolve. Some of the key trends that we have discovered include preparing for the regulatory changes and how to make the transition to a fee based practice,” adds David Kop, CFP®, Head: Advocacy and Consumer Affairs, FPI. “Our recently launched toolkit has provided these professionals with ease of access when covering pricing strategies, it also provides guidance on drafting a value proposition and assists with client segmentation, as well as the necessary templates required for the completion of their service.”

In addition, the future of compliance and its impact on professional practice management will also be part of the discussions providing a perspective on the new legislations that will affect the financial planning professional.

All professionals in the financial services industry are encouraged to come to the convention to learn and share with their peers in order to further advance the profession and industry.

To register for this year’s convention visit the FPI website at www.fpiconvention.co.za.

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