FANews
FANews
RELATED CATEGORIES

The objective is to promote Financial Planning for All

29 September 2022 The Financial Planning Institute of Southern Africa (FPI)

Johannesburg: Financial Planning Week 3 – 7 October.

The Financial Planning Institute of Southern Africa (FPI) is proud to announce Financial Planning Week (FPW) 2022, an ongoing annual consumer initiative organised by the FPI to make financial planning the basis of every South African’s life.

The objective is to promote Financial Planning for All
During this week we support both World Investor Week sponsored by the International Organization of Securities Commissions (IOSCO) and the FPSB’s World Financial Planning Day (WFPD) on the 5th of October 2022. WFPD helps raise awareness of the value of financial planning, having a financial plan and working with a financial professional. For Financial Planning Week we adopted WFPD’s theme of LIVE YOUR TODAY, PLAN YOUR TOMORROW. On the other hand, World Investor Week raises awareness about the importance of investor education and protection.

The activities for the week will include a Facebook live session covering the following topics:

• Children and money
• Managing risk in your life
• Managing your finances in tough times
• Investment planning – Global vs Local and everything in-between
• Benefits of working with a financial professional

The Facebook live participants will include professional members of the FPI like Gugu Sidaki, CFP® Tsungai Masendeke, CFP® Thembisa Mngadi, CFP® Palesa Dube, CFP® and Lelané Bezuidenhout CFP®

Albert Fritz, CFP® has provided a video on Estate Planning and Kobus Kleyn, CFP® has committed to promote FPW in the media and arrange a workshop on a topic of his choice and some video clips.

Florah Mulondo, CFP® will promote FPW in the media and facilitate a FPIMyMoney123™ workshop.

Mina Odhav, CFP® will present a workshop for consumers and provide free financial planning consultations in Mmabatho.

Dhevan Naicker’s, CFP® contribution will be on the value of dealing with a Financial Planning Professional.

We will have some Podcasts by:

• Renate Jute, CFP®
• Dawie Roodt
• Warren Ingram, CFP®
• Francois du Toit, CFP®

Netto Invest, Veritas Wealth and Crue Invest will host an event on the 27th of September titled ‘Getting your Financial Affairs on the right track for 20 - 35 year olds’ at the Allan Gray Auditorium, V&A Waterfront, Cape Town.

Other participants include the Credit Ombud, NCR and the Tax Ombud.

Not forgetting our FPI staff, who will be addressed by Edith Chetty from Energ-e Activated on World Financial Planning Day.

FPIMyMoney123™ encourages all consumers to take action and invest in their future.

Contact FPIMyMoney123™ on mymoney123@fpi.co.za to make a booking for a free session with a CERTIFIED FINANCIAL PLANNER® professional, a FINANCIAL SERVICES ADVISOR™ professional and a REGISTERED FINANCIAL PRACTINIONER™ professional.

To find a Financial Professional go to https://fpimymoney123.co.za/find-a-financial-planner/

fanews magazine
FAnews April 2024 Get the latest issue of FAnews

This month's headlines

FAIS Ombud lashes broker for multiple compliance blunders
TCF… a regulatory misfit initiative?
The impact of NHI on medical malpractice insurance
Fixed versus variable: can you have your cake and eat it too?
The future world of work
Subscribe now