The FPI 2014 Professionals Convention; a meeting of financial minds

The Financial Planning Institute of Southern Africa (FPI), a professional body recognised by the South African Qualifications Authority (SAQA), is excited to announce the 2014 edition of the financial planning convention. The annual event will take place from 25 – 26 June at the Sandton Convention Centre.

The forum has been running for over a decade, with this year’s event sponsored by Discovery Holdings as a platinum sponsor. Over the years, the event has also been established as a credible platform for some of the best minds in the Financial Services industry, to discuss the financial planning profession and ways in which to improve it.

The 2014 Professionals Convention themed, ‘Growth through Innovation’, will be opened by Michael Jordaan, former FNB CEO, and programme directed by award-winning financial journalist, Bruce Whitfield. Keynote sessions from industry experts will cover a variety of financial planning topics and includes practical workshops with a wide range of informative panel discussions.

The programme will also include a number of interesting presentations by Hal Ratner, Global Head of Research at Morningstar IM (Chicago) as well as Sarah Harper, Oxford Professor of Gerontology and director of the Oxford Institute of Population Ageing.

Other expert speakers include Wealth creation expert and human transformation coach, Max Moyo, Editor of Stuff Magazine and Technology commentator, Toby Shapshak, Helene Nicholson and selected CERTIFIED FINANCIAL PLANNER® professionals.

Godfrey Nti, CEO of the Financial Planning Institute, says he is looking forward to this year’s convention, especially with such a highly significant theme that talks to the progression of the financial services industry.

“We are extremely excited about the calibre of speakers that will be sharing their insights at this year’s FPI Professionals Convention. Our intent with this event is to get all financial planning experts into the same room to discuss the financial planning offering and looking into ways to improve it.

One of our key focus areas will be on actively re-positioning the CERTIFIED FINANCIAL PLANNER® designation to the professionals through the launch of the ‘It starts with me’ programme. Although we’ve made some stride in this area, we will continue to promote the financial planning profession as a career of choice amongst students.”

For further information visit us on www.fpi.co.za or follow us on @FPISA_News.