Moonstone Winning Ways Seminars 2008
Moonstone is running a series of workshops specifically focused on Independent Financial Advisors and their practices during the last three weeks of July 2008.
1. The aim of the workshops
During our daily interaction with FSP’s we learn what makes their world go around. We have identified specific topics that keep them awake at night, and plan to address these at the workshops with the help of subject experts.
To ensure maximum attendance we have invited a celebrity speaker who is sure to engender a lot of interest. We are delighted that Dr Henning Gericke, motivational guru of the current Rugby World Cup Champions has agreed to be our celebrity speaker at all the venues.
2. Sponsorships
* Celebrity speaker sponsorship – Discovery has secured this opportunity for the series.
* Platinum sponsorship – Altrisk has secured this opportunity for the series.
* Gold sponsorship - Clientele Life has secured this opportunity for the Pretoria and Johannesburg venues.Gold sponsorship opportunities for Cape Town, Port Elizabeth and Durban are still available.
3. Topics program
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08h30 – 09h00 |
Registration |
|
09h00 – 09h15 |
Welcome and logistics |
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09h15 – 09h45 |
Managing your Practice professionally Presenter: Jon Mackintosh, Managing Director, Encore SA, a firm providing tangible business solutions to Financial Planning and Broking firms. What should the modern FSP practice look like in order to face the challenges and optimize opportunities afforded by the new environment? |
|
09h45 – 10h15 |
The Changing Legal Environment Presenter: Hjlamar Bekker – MD of Moonstone Compliance, and a prominent FAIS Compliance expert in SA. National Treasury’s recent announcement of a major overhaul of virtually all legislation affecting the provision of financial services has added a new dimension to the uncertainty already prevalent in independent advisor ranks. Knowing what is likely to happen will assist greatly in planning for it. |
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10h15 – 10h45 |
Tea break |
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10h45 – 10h15 |
Discovery topic to be confirmed Presenter: Andries Snyman (Discovery); Anton Spies (Discovery) |
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11h15 – 12h15 |
The Mindset of Champions Presenter: Dr Henning Gericke. In the run-up to the 2007 Rugby World Cup, Jake White and his team were presented with many challenges not unlike those the professional FSP faces in 2008. Dr. Gericke takes us behind the scenes to share what worked for them. |
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12h15 – 13h00 |
Lunch |
Cost
Moonstone Members: R313.50
Group Bookings for Non-Members (20 or more): R427.50
Non-Members: R484.50
Moonstone Members: R313.50
Group Bookings for Non-Members (20 or more): R427.50
Non-Members: R484.50
CPD points
This session qualifies FPI members for 1.5 CPD points
Click here to register or to read more
