Convention Day 1

Thursday, 19 October                                                   Book your seat


Topic / Speaker

07h00 Registration opens
08h15 – 08h30 FPI Chairperson sets the scene

Speaker: Ntai Phoofolo, CFP®

08h45 – 09h45 Topic: The state of the South African economy

Speaker: Jeremy Gardiner (Investec)

09h45 – 10h30 Topic: The effects of political uncertainty on our economy

Speaker: Justice Malala (The Justice Factor)

10h30 – 11h00 Tea Break
11h00 – 11h30 Topic: Financial Coaching 101 – making the client connection


Nigel Willmott, CFP® (Momentum Consult)

Gina Görgens (Stellenbosch University)

11h30 – 12h45 Topic: Regulatory change is upon us – What now? (Panel discussion)

Facilitator: Ian Middleton, CFP® (Masthead)

Panel members:

David Kop, CFP® (Financial Planning Institute)

National Treasury Representative

Caroline Da Silva (Financial Services Board)

Gerhardt Meyer, CFP® (Board Member of Financial Planning Standards Board)

12h45 – 13h45 Lunch
13h45 – 15h00 Topic: A global perspective on the financial planning profession

Facilitator: Kate Holmes, CFP® (FPSB)

Overview: Pamela Packard, CPA (Chairperson of Financial Planning Standards Board)

Panel members:

Barry Horner, CFP® (UK FPSB)

Marc van Poeteren (Netherlands FPSB)

Dan Busi, CFP® (Financial Planning Standards Council- Canada)

Kimmis Pun, CFP® (FPSB)

15h00 – 15h45 Topic: How to succeed at Transformation, Diversity and Inclusion

Facilitator: Godfrey Nti (Financial Planning Institute)

Panel members:

Caroline Da Silva (FSB)

Prem Govender, CFP® (former FPI Board Chairperson)

Navin Ramparsad, CFP® (FPI Chairperson-Elect)

15h45 – 16h15 Topic: If I could turn back time – A client’s perspective on planning

Speaker: Andrew Merryweather (Autus Fund Managers)

16h15 – 17h15 Topic: The Champion’s Code

Keynote Speaker: Ross Bernstein (International Inspirational Business Speaker)

17h15 End of day 1
18h30 FPI Awards Ceremony Gala Dinner (booking required)


Wednesday, 18 October  Friday, 20 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