The Financial Planning Institute invites you to join the Employee Benefits and Health Masterclass on the 20th of August 2025 – a half-day online event designed to equip financial planners and advisors with the latest insights into the evolving world of employee benefits, healthcare reform, and regulatory change.

As client expectations grow and legislative landscapes shift, this masterclass brings together leading voices to help you stay informed, compliant, and client focused. From remuneration structures and group risk trends to COFI and the NHI rollout, gain practical knowledge you can immediately apply in your advisory practice.

Key Topics Include:

• Umbrella vs Private Funds: Policy Trends and Governance Lessons from CMS

Explore the latest policy shifts and governance challenges facing umbrella funds, with regulatory insights drawn from the Council for Medical Schemes (CMS).

• Commission, Conflicts and Transparency: Rethinking Remuneration

A candid look at commission structures, transparency, and client-centricity—featuring reflections from Anton Swanepoel’s recent FPI Learning module.

• Group Life and Disability Benefits: Navigating the Old and the New

Understand the evolving group risk landscape, common pitfalls, and why the Conversion Option remains critical in today’s market.

• COFI is Coming: Understanding the Conduct of Financial Institutions Bill

With the COFI Bill on the horizon, get to grips with key principles, advisor obligations, and how this legislation will impact your approach to benefits and healthcare advice.

• The NHI Act: Where Are We Now?

Gain an up-to-date perspective on the National Health Insurance (NHI) Act rollout, its current status, and the potential implications for your practice.