LEARN FROM INDUSTRY EXPERTS – RETIREMENT & INVESTMENT MASTERCLASS

Retirement and investment planning continues to evolve, requiring financial planners to stay informed about regulatory developments, tax considerations, and changing client behaviours.

Join the FPI Retirement & Investment Masterclass on 13 May 2026 to gain practical insights from industry experts and strengthen your advisory approach.

THIS MASTERCLASS WILL HELP YOU:

• Navigate the Two-Pot retirement system with greater confidence
• Strengthen portfolio construction decisions in volatile markets
• Improve tax-efficient retirement income strategies
• Support clients through behavioural challenges affecting financial decisions

Register here

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Event Details:

Date: 13 May 2026
Format: Online
Time: 08h30 – 12h00

Register here

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Online Masterclass Pricing:

FPI Designated Members
(CFP®, RFP®, FSA®)
R R555.00 (incl. VAT) per individual

Non-members
R 8655.00 (incl. VAT) per individual

Bulk Bookings
R 555.00  (incl. VAT) per individual
Applies when 10 seats are booked at once.

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Event Cancellation policy

All cancellations must be submitted in writing to events@fpi.co.za

Substitutions are permitted at no additional cost with prior written notice in advance

Event Refund Policy

• More than 7 working days prior – 100% refund
• 7 to 4 working days prior – 75% refund
• 3 working days or less prior – no refund
• Non-attendance will be treated as a late cancellation and no refunds or credits will be issued
• Approved refunds will be processed within 14–21 working days or may be held as a credit for future events