Financial Planning

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Strong growth for SA professional financial planning industry

13 March 2017 | All

The number people to qualify as CERTIFIED FINANCIAL PLANNING® professionals continues to grow in South Africa and more and more women and black professionals are achieving this demanding designation.

Demystifying the myths around financial planning

26 October 2016 | All

Financial planning greatly contributes to the success and well-being of many South Africans, yet a large portion still holds pre-conceived notions or myths that prevent them from seeking professional counsel. Everyone must address financial decisions every day. Most people make a series of choices that ultimately lead to their version of financial planning.

Financial Services Industry Celebrate the Financial Planning Week 2016

29 August 2016 | All

According to the 2016 Global Consumer Survey (GCS) issued by the Financial Planning Institute of Southern Africa (FPI), only 27% of South Africans believe that they are knowledgeable about finance and financial matters. However, 74% of South Africans consider building a savings plan to be a top priority.

What financial planning means for millennials

15 August 2016 | All

Millennials are becoming the biggest generation in the workplace. They are defined as young adults in their 20s and early 30s. These individuals typically dive in headfirst to get the car and the house while still carrying student loans. To their friends on social media, their lives appear stable. They are often sharing their smiley faces on social media like Instagram pictures, however behind those smiley faces lurks the truth: They tend to want to have instant gratification at all costs. But what financial planning considerations should this generation make to achieve future financial independence and freedom?

quick poll

Question

COFI is coming, bringing a wave of change for financial planners. Which one of the following disruptors will have the biggest impact on your business?

Answer

Adviser categorisation Omni CBR Remuneration models We are ready for all of it

View the Results

Economic viability of financial planning practices

07 May 2015 | All

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