Convention Day 2

Friday, 20 October                                                    Book your seat


Topic / Speaker

07h00 Registration Opens
08h00 – 08h30 Topic:  What this journey means to me and our financial planning profession

Speaker: 2017/2018 FPI Financial Planner of the Year

08h30 – 09h00  Topic: SAQA/FPI Research – Policy implications that financial advisors must be aware of (Panel discussion)

Facilitator: Gugulethu Cele

Panel members:

Joe Samuels (CEO of South African Qualifications Authority [SAQA])

Godfrey Nti (FPI CEO)

09h00 – 10h00 Topic: Growing your practice through retention

Speaker: Prof Deena Katz, CFP® (Texas Tech University, Personal Financial Planning)

10h00 – 10h30 Tea Break
10h30 – 11h15 Topic: Online communication – The secret disruptor for financial planners

Ted talks:

Tim Slatter – Your online communication needs to disrupt, not interrupt

Dr Nik Eberl – How financial advisors can leverage disruptive innovation to grow their business

Kobus Kleyn, CFP® – Position your personal brand to disrupt through the power of social media

Tsholofelo Dihutso, CPRP – #Friend or #Foe

11h15 – 12h00 Topic: FinTech: Threat or Opportunity?

Ted talks:

Ronald King, CFP® (PSG)

Jacques Rossouw (Astute)

Maarten Boddeus (Object Way)

12h00 – 13h00 Lunch
13h00 – 13h30 Topic: Volunteerism and Pro Bono – Don’t Dribble Your Money Away

Facilitator: Nigel Willmott, CFP® (Momentum Consult)

Panel members:

Phil Masinga (Bafana Bafana and Leeds football legend)
Eugene Zwane (Orlando Pirates legend)
Janet Hugo, CFP® (Sterling Private Clients)

13h30 – 14h30 Topic: Investments in South Africa: A look ahead

Facilitator: Anton Swanepoel, CFP® (Amity Wealth)

Overview: Pieter Koekemoer, CFP® (Coronation)

Panel members:

Andrew Salmon (Old Mutual)

Kyle Hulett (Argon Asset Management)

Craig Gradidge, CFP® (Gradidge-Mahura Investments)

Sumesh Chetty (Investec Asset Management)

14h30 – 15h30 Topic: Develop a power mindset

Keynote Speaker: Ryan Stramrood (Stramrood Connect)

15h30 – 15h45 Closing Remarks / Rappateur

Speaker: Navin Ramparsad, CFP® (Chairperson-Elect Financial Planning Institute)

15h45 Close


Wednesday, 18 October  Thursday, 19 October  Full programme

Earn up to 13 CPD points (2.5 knowledge and 9.5 ethics and practice standards points) for attending all sessions on 19 and 20 October

  Book your seat