Financial industry leaders
Johannesburg: The Financial Planning Institute of Southern Africa’s (FPI) half-day online workshop covering Practice Management, to take place on 21 June 2023…
Read More
COFI is founded on culture and governance
Over the next months, as National Treasury prepares to submit the Conduct of Financial Institutions (COFI) Bill to Parliament for approval, more and more will be written about it….
Read More
Meet South Africa's Financial Planner of the Year
At a glittering gala dinner towards the end of last year, the Financial Planning Institute crowned its Planner of the Year for 2022/23, Palesa Dube, a director of advisory firm...
Read More
LexisNexis publication will guide financial planners and students through the practicalities of drawing up a financial plan
LEXISNEXIS PUBLICATION WILL GUIDE FINANCIAL PLANNERS AND STUDENTS THROUGH THE PRACTICALITIES OF DRAWING UP A FINANCIAL PLAN In a welcome development for the financial planning profession LexisNexis, the global...
Read More
The psychology of money
As advisors we have always been at the centre of our clients lives and we stand by them through all the different cycles of the journey called life. I am...
Read More
Navigating the world of financial and tax emigration
COVER’s Tony van Niekerk caught up with Pieter Muller from FinGlobal about the complexities of emigration, and the role that FinGlobal plays in assisting advisers in helping their clients with...
Read More
Is a retirement fund a sure way to your financial independence?
A retirement fund, such as a retirement annuity, a pension or provident fund, is a common way and a great starting point for many people to save for their retirement...
Read More
The road from REGISTERED FINANCIAL PLANNER™ to REGISTERED FINANCIAL PRACTITIONER™
Johannesburg: The REGISTERED FINANCIAL PRACTITIONER™ (RFP) professional designation has come a long way since its inception in 2019 as a result of the change from the REGISTERED FINANCIAL PLANNER™ professional...
Read More