FPI Convention 2021: The Future is Human

03 August 2021 The Financial Planning Institute of Southern Africa (FPI)

Registration is now open for the Financial Planning Institute of Southern Africa’s (FPI) 2021 Professionals Convention. Don’t miss this chance to hear global thought leaders explain why The Future is Human.

The 2021 FPI Professionals Convention will be hosted as a hybrid event, giving attendees the choice of a face-to-face experience and a digital convention. The face-to-face event will be hosted at the Indaba Hotel in Gauteng. Numbers will be limited to 250 participants (subject to Covid-19 restrictions at the time). The online event, meanwhile, will be a state-of-the-art experience facilitated by the digital whizzkids at The Conference Company.

By members, for members

After the year we’ve all been through we decided to give attendees what they really wanted at this year’s convention. To this end we asked our members to decide on the theme, the topics and the speakers!

The Future is Human was chosen as a theme because now, more than ever, financial planners and advisors are using technology in every aspect of their practices, from practice management to financial modelling. We feel it has all become a little impersonal, and that the time has come to redirect the focus to the human side of the profession. We should never forget that our profession is about relationships and especially the sacred relationship between client and advisor.

Ricardo Teixeira CFP® from BDO South Africa, who will be speaking at the conference, explains that “the essence of financial planning is to help a person live their life of purpose with the money they have. Financial planning is the art of preventing your client from making a big mistake that could destroy wealth. You don’t do this through an app or tech solution. You do this by being human.”

Who will be speaking?

We’ve packed this year’s roster with more than a dozen top notch local and international speakers. Some of the highlights include:

• World-renowned American cognitive neuroscientist Dr Caroline Leaf will unpack the nascent world of Behavioural Finance. Dr Leaf will help you to clean up your mental mess by providing practical tips and tools to take control over your mental, physical and emotional health. You can then do the same for your clients…
• Internationally acclaimed Future Strategist John Sanei will provide you with a blueprint for personal TRANS-FOR-MOTION. He will help you to understand the neuroscience behind the emotional blocks we carry, to identify the biases and assumptions leaders hold, to shift your organisation’s behaviour and to develop metrics for failure and success as you navigate the road ahead.
• The convention will be closed by transformation coach Nick Elston from the UK who will use his own engaging and inspirational story of overcoming adversity to inspire you to prioritise self-development above all else. Because achieving personal fulfilment is the cornerstone of giving effective advice to your clients.

Other benefits

Beyond the conference room, the convention (both virtual and face-to-face) is a golden opportunity to forge career-changing relationships with regulators, policymakers, fellow professionals and industry captains. You will also receive take home copies of presentations by the fabulous speakers and the Convention magazine, not to mention 12.5 all-important Continuing Professional Development points.

Vital statistics

Face to Face event:
Date: 25 and 26 October 2021
Venue: Indaba Hotel
Verifiable CPD: 12.5
Time: 08h00 - 17h00
FPI Member: R 6 500.00
FPI Non-member: R 7 400.00

Click to register for Face to Face

Online event:
Date: 25 and 26 October 2021
Venue: Online (Link to be sent prior to Convention)
Verifiable CPD: 12.5
Time: 08h00 - 17h00
FPI Member: R 2 500.00
FPI Non-member: R 3 000.00

Click to register for Online

• For assistance with bookings, please call: +27 11 470 6000 or e-mail: [email protected]
• Significant discounts are available for FPI members and for groups of more than five people.
• Out-of-town attendees can enjoy discounted rates at the Indaba Hotel.
• A special word of thanks goes to our generous sponsors 1 Life, 27 Four Wealth, Sanlam and Succession Financial Planning.

If you’re even slightly concerned about how you and your practice will adjust to the challenges of the future (who isn’t?) you need to be there. Book your seat at You don’t have to be a member to benefit from the event.

Quick Polls


South Africa’s Financial Sector Conduct Authority (FSCA) has the power to raise revenues by issuing administrative penalties and fines against non-compliant financial services providers, with this money flowing back to the Treasury… Does this, in your view, create a regulatory / government conflict of interest?


Absolutely, as conflicted as it gets
Maybe, I’m on the fence on this
No, the FSCA can do no wrong
The guilty must pay
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