FPI: leading our profession

The 2016 FPI Professionals Convention, themed ‘Leading our Profession’, will be held in Sandton from 14-15 June 2016

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Never in the history of financial planning have so many game changers come into play at the same time, leaving many South Africans with more questions than answers about their financial future. Financial planners have to deal with an unprecedented set of circumstances, such as disruptive technology, radical innovation, fierce competitors, changing demographics, changing regulation, rising costs, political instability, poor economic growth, rising interest rates, market volatility and a vulnerable currency.

The 2016 FPI Professionals Convention, themed ‘Leading our Profession’, sponsored by Old Mutual Wealth (platinum sponsor), aims to assist those financial planners and advisors who want to stay at the cutting edge of the industry, because in years to come the difference between two equally talented financial planning professionals will be their level of leadership.

With an excellent line-up of some of the best local and international thought leaders and speakers, the programme is designed to give delegates the tools and practical insights to build their business and further their self-development to enable them to serve their clients even better.

As technology adds efficiencies and allows you to reach your ideal client wherever they may be it also provides an exciting opportunity to turn your clients into raving fans. Kate Holmes, CFP® (United States), will provide insights on how to “Use Technology and Turn Clients into Raving Fans”. David Haintz, CFP® (Australia), will discuss implementable concepts, processes, solutions, and real life proven value based conversations on “How to deliver a world class, profitable and sustainable client value proposition”.

Other top speakers confirmed, to name a few, are:

• Political and Economic Overview by keynote speaker, Kevin Lings;


• South African Financial Planning in a Global Context by Gerhardt Meyer, CFP®;


• Panel discussion on Death and Taxes by Prof Matthew Lester and Prem Govender, CFP®;


• South African Saving and Investing Culture and its impact on Financial Planning by Gerald Mwandiambira, CFP®;


• Risk Profiling White Paper Second Edition Update (2016) and Industry Survey Results by Anton Swanepoel, CFP®, Peter Hewett, CFP®, Wouter Fourie, CFP® and Natasja Norval-Hart, CFP®;


• Robo advisors and automation leading the way in South Africa by Theo Vorster, Marius Kilian and Magda Wierzycka.

The FPI Awards Ceremony Gala Dinner will once again be hosted on the evening of 14 June 2016, probably the climax of the convention. So take a front-row seat when the 2016 FPI Financial Planner of the Year; the most sought-after accolade our professional financial planners can achieve, is announced. Other awards namely; the FPI Harry Brews’ Award, FPI Media Award, FPI It Starts with Me Award as well as the Top Student and Exhibition Awards; will also be announced on the evening of the awards ceremony.

Apart from hosting more than 1000 like-minded professionals, the convention will also provide an excellent platform for financial services providers, education institutions, regulators and lifestyle companies the chance to exhibit and engage with delegates.

To register, sponsor and/or exhibit at this event or for more information on the 2016 FPI Professionals Convention, visit www.fpiconvention.co.za or emailevents@fpi.co.za.

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