Events

2026 Annual Refresher

The Annual Refresher Masterclass has already taken place, and we are pleased to offer access to the session recording. In a year where regulation is tightening, conduct expectations are rising, and professional scrutiny is deepening, staying technically sharp is not optional. The FPI Annual Refresher is designed specifically for financial planning professionals who are serious about maintaining competence, defensibility, and professional confidence.

This is not product-led content.
This is not commentary.
This is structured, technical, practice-aligned CPD built around what you need in your files, your advice process, and your regulatory obligations.

Register now to access the recording and benefit from these valuable insights at your convenience!

 

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Event Details:

Cape Town: 05 March 2026
Johannesburg: 10 March 2026
Pretoria: 11 March 2026
Virtual: 18 March 2026

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Face-to-Face Masterclass Pricing:

FPI – Designated members – (CFP®, RFP®, FSA®)

R 2 145.00 (inclusive of VAT) per individual

Non-members

R 2 745.00 (inclusive of VAT) per individual

Bulk Bookings

R 2 145.00 (inclusive of VAT) per individual – Bulk booking requires 10 booked at once.

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Online Masterclass Pricing:

FPI – Designated members – (CFP®, RFP®, FSA®)

R 1 095.00 (inclusive of VAT) per individual

Non-members

R 1 355.00 (inclusive of VAT) per individual

Bulk Bookings

R1 095.00 (inclusive of VAT) per individual – Bulk booking requires 10 booked at once.

Workshop Details

 Western Cape – Cape Town  

Date: 05 March 2026

Venue: D’Aria Estate, Tygerberg Valley Road, Durbanville, 7550

Gauteng –  Johannesburg  

Date: 10 March 2026

Venue: Bryanston Country Club 63 Bryanston Dr, Bryanston, Sandton, 2191

Gauteng – Pretoria

Date: 11 March 2026

Venue: CSIR 627 Meiring Naude, Pretoria 0184

Virtual

Date: 18 March 2026

Financial Planning Institute of Southern Africa

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