05 July 2006 Sakkie Van Der Merwe

The journey towards the end of winter officially began on the 21st June 2006, indicating the turn of the seasons. This goes for the year as well, with only 6 months to go to the end of 2006 and so much to do!


More than 850 people have booked to date for the convention. Please note that the registration will be closing soon and only limited seats are still available. Please register soon for this exhilarating event to avoid disappointment.


Onsite visits were paid to all 11 entrants and the 6 top entrants identified. Panel interviews with these entrants will be held in Cape Town on the 21st July 2006 and the 3 finalists selected. The winner will be announced and awarded at the Gala Dinner to be held on the 27th July 2006.


During the months of May and June the necessity to introduce an Online Registration System became more and more apparent and we are glad to inform our members that the specifications for the systems have been finalised and we will be going into the testing phase soon. Invitations going out in August 2006 will be the first to which members will be able to reply and book online.

Please note that the Board Assessment application form has been removed from the web and the online registration form will be uploaded with the launch of the new system.

June also saw the first Professional Practice Management workshops, run by Anton Swanepoel. This skills program is registered with INSETA and qualifies successful learners for 37 NQF credits towards the National Certificate in Financial Services, Wealth Management, level 5. The feedback received from delegates that attended the first couple of sessions held in Centurion, Polokwane, Sandton and Bloemfontein, was very positive. For more information on this and new dates in your area, please contact Beth Boyd on (011) 475-1149.

We are glad to announce that the Skills Program for Healthcare Advisors is close to finalisation. This 41 credit program will be run as follows:
* Registered delegates receive their pre-course material;
* Attend two days face-to-face facilitated lectures;
* Have six weeks to complete a formative assignment;
* Attend another two days face-to-face facilitation; and
* Write the board assessment related to this skills programme.

The programme roster is being finalised and the first sessions will start in August.

New dates have also been set for the Economic Environment workshops around the country.

Remember to diarise November for the Refresher course for CFP professionals. The invitations will be going out early in August 2006.

We are pleased to announce that the RFP 3 examination is available for the August 2006 examinations. This assessment will take the format of a four hour open book examination and will be sat at the same dates as RFP 1 and RFP 2.

The examinations are restricted to members of the FPI and are available at a cost of R570 (R500 plus VAT). For more information, please do not hesitate to contact Joan Sallie at the FPI Offices (011) 475-1149.


In July, over and above the FPI Annual Convention, three FPI CPD sessions are planned.

11 July 2006 -Johannesburg, Park Hyatt Speaker: Barrie Bramley
11 July 2006 -Durban Country Club Speaker: Craig Kiggen
17 July 2006 -Pretoria Workshop Speaker: Gavin Came


Employee Benefits
The committee is in place now but the support from members interested in Employee Benefit matters has been sparse. If you would like to join in and get involved with current issues facing the EB sector, then please let the chairman, Alan McCulloch know. He can be contacted by e-mail on [email protected]. We are expecting substantial amendments to the Pension Funds Act to be published in the near future and we will need as much input as we can get. That said, we have been successful in attracting some recognition for the FPI in the financial press with comment on various topical issues.

The committee will meet on the 4th July 2006 in Johannesburg. Feedback will be given in the July Update.


Our advertising campaign was successfully launched on the 20th June 2006 with our ads appearing in various newspapers and industry related magazines. The ads will be running until the end of September. The ads can be viewed on our website under FPI Communiqu. Click here.

The exciting new corporate regalia and supporting brochures will be displayed at the convention to be held on the 27th and 28th July 2006.

A Corporate Identity manual is in the process of being compiled and stationery will be re-designed to follow the new corporate look and feel.

A FPI Learning brochure with all relevant information is being designed to be ready for the convention.

Several articles and press releases were published in the media and Derek McGowan spoke on Bulking on RSG. Various press releases are being prepared for publication shortly.


It is of vital importance that the FPI receives your updated information on a regular basis, failing which we are unable to effectively communicate to you and about you. Please remember, your information is displayed on our website under "Find a Financial Planner" to enable the public to contact you.

Kindly visit our website go to Member Login, Member Maintenance and Member Details to update your information. Should you require any assistance in this regard, please contact the Membership Department on 086 1000 FPI.


Dear Members

It is gratifying for me to end my career with the FPI on a high note. I was fortunate to have had the privilege of being part of the restructuring of the FPI as well as the growth that was experienced over the last four years.

Internationally, playing a part on behalf of our members in growing the profession of Financial Planning globally was very satisfying.

Looking forward, I believe that it is just a matter of time before the Financial Planning Profession is recognised as a profession within our own borders. All the necessary steps to achieve this have been completed by us and the outcome is awaited with abated breath! From a FAIS point of view I believe that the requirement will be for a full qualification by 2010 or earlier. So, please do not stop to improve your education level continuously.

I leave the FPI to foster my career in education with a commercial company, but will always have fond memories of the FPI and its members. My best wishes accompany you all and may our paths cross again some time in the near future.
To my staff, I cannot express with words my gratitude for your dedication and respect I received over the years. Without you, FPI will be worse off. May all your futures be bright!

Kind regards

Sakkie van de Merwe
Enjoy a wonderful July!!

Please note that the vacated CEO position has not been filled as yet. Should you be interested in applying for this position, please forward your Curriculum Vitae to [email protected]

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