2024 Estate and Trust Masterclass

2024 Estate and Trust Masterclass

We are pleased to invite you to an informative online masterclass focused on Estate and Trusts. The session will take place on October 23, 2024, and will be led by experienced subject matter experts.  

 During the half-day session, you will have the opportunity to gain valuable insights. 

 Make sure you register today for this masterclass, so you don’t miss out! 

Speakers:

Ronel Williams, CFP®

Director of Client Administration, Client Operations at TrustQore (Mauritius) Ltd. with 30 years’ experience in fiduciary services, 5 of which has been in offshore jurisdictions. was chairperson of the Fiduciary Institute of Southern Africa. Ronel holds the degrees BA, LLB, LLM and LLD, a Post Graduate Diploma in Financial Planning and a Postgraduate Diploma in Tax Law. She is a Fiduciary Practitioner (SA), Master Tax Practitioner (SA) and a full member of the Society of Trust and Estate Practitioners (STEP).

Louis van Vuren, CFP®

Louis holds BA, LLB and LLM degrees from UJ, the Advanced Certificate in Leadership from UCT and the Advanced Post-Graduate Diploma in Financial Planning (cum laude) from the UFS.  He started his professional career as a public prosecutor and state advocate.  Louis is the CEO of the Fiduciary Institute of Southern Africa (FISA) and Director: Trust Services of Finlac Risk and Legal Management (Pty) Ltd, a fee-based financial planning practice in Cape Town.

Stephan de Wet, CFP®

Stephan is a Chartered Accountant and is the co-founder of Futura and Managing Director.
He brings with him a number of expert skills, inter alia, taxation, financial and treasury management, risk management, project management, business analysis and financial services systems expertise.
His resume of taxation cases won and the development of certain aspects of tax legislation traces back to 1986.

Nici Macdonald, CFP® FPSA®

Nici is the current Head of Certification at the Financial Planning Institute. She has extensive industry experience as a financial planner and practice manager. For many years Nici was also closely involved with the University of the Free State in setting of examination papers, developing study material and online lecturing for the Diploma in Estate and Trust Administration.
Nici holds a master’s degree in Private Law from the University of the Free State and an Advanced Postgraduate Diploma in Financial Planning.

Workshop Details

Date: 23 October 2024
Time: 08h55 – 13h15
Venue: Online

CPD: 4 CPD Hours (2 Technical and 2 Ethics)
Price: 

FPI – Designated members – (CFP®, RFP™, FSA™)
R 500 (inclusive of VAT) per individual

Non-members
R 600 (inclusive of VAT) per individual

Bulk Bookings
R 500 (inclusive of VAT) per individual – Bulk booking requires 10 booked at once.

Enquiries to be sent to events@fpi.co.za

 

Financial Planning Institute of Southern Africa

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