FANews
FANews
RELATED CATEGORIES

Wide range of services on show at FPI Exhibition

26 May 2007 FPI

With four international speakers, two separate tracks for Healthcare and Employee Benefits, this years event is expected to be well received by the 1100 delegates already booked to attend.

This year a professionally organized exhibition will run over both days with more than 20 companies exhibiting their existing and new products.

The Centre for Financial Planning Law, University of the Free State, a leader in financial planning education and training, will present a variety of undergraduate and postgraduate programmes in financial planning, including the qualification required for Certified Financial Planner (CFP) status. The Centre continually develops new programmes to meet the educational needs of the financial services industry and is committed to delivering quality education. The Centre works in close association with the Financial Planning Institute of Southern Africa and is involved on an international level with the certification and evaluation of international financial planning standards and education.

DSBI, a division of Damelin (Pty) Ltd, is registered with the Department of Education (registration number 01HB09), has registered its programmes with SAQA, and is conditionally accredited by the Council on Higher Educations (CHE).

DSBI is unique in that it offers the insurance industry two career study alternatives, namely a Higher Education (HE) route or a Further Education and Training (FET) route.

The HE route offers a NQF 5 level qualification called the Certificate in Financial Planning and a NQF level 6 qualification called the National Certificate in Financial Planning. The FET route offers 5 categories of FAIS programmes resulting in Unit Standard-based qualifications, ranging from NQF level 4 to 5 as well as a Certificate in Financial Products, NQF level 4.

Global Property Solutions Limited (GPS) assists investors working with their advisors in South Africa, Africa and the Middle East, with offices in Johannesburg, Pretoria, Durban & Harare. They offer international "Buy to Let or Buy already Let" investment property, currently in London & the UK, Australia and Spain,
 
This is not a real estate service but an end to end property investment solution designed for distribution by advisors. The service includes the procurement of property with due diligence - which includes RICS surveys and rental coverage of 120% or more, custodian solicitors and conveyancing, mortgage origination -+ including multi-currency mortgages, snagging, furnishing solutions, letting and management - "Armchair Investing in Property"

Juta and Company: With a proud history of publishing and bookselling excellence spanning over 150 years, Juta and Company is firmly established as South Africa's premier publisher of academic and professional information. Juta strives to empower through the provision of authoritative, innovative knowledge and cutting-edge information resources. Juta will have a wide range of titles on their stand, from legislation and regulations, to pocket statutes, handbooks, Tax volumes, Accounting and Marketing text books.

Prior Learning Centre is a multi-purpose assessment centre with Recognition of Prior Learning (RPL) as its main area of focus. It has experience in managing RPL and learnership projects of substantial magnitude and importance. Prior Learning Centre uses the LearnSys RPL Model, which has been thoroughly tested and is currently the subject of a PhD research project through University of Johannesburg. RPL is a process that allows candidates an opportunity to demonstrate their knowledge and skills through a series of assessments. Through RPL, a candidate could earn credit for a few SAQA-registered unit standards or a full qualification.

Spotlight has grown to become a leader in designing an integrated technology solution, focussing on a simple business model of supporting the Financial Advisor in their business and their Customers Business through the use of Financial Planning Software and Services. Spotlight has enabled Financial Advisors to improve operational efficiencies, reduce costs in order to operate more profitably and efficiently in a regulated environment, as well as engaging in new Market opportunities, while retaining key profitable Clients. Spotlight integrates the critical functions of a Financial Planning business into a single software system, focussing on areas of Database and Client Relationship Management, Risk Research Management, Financial Planning, Investment and Wealth Management Planning, Practice Management, Compliance Management and Commission Management.

PROFIDA is a financial planning and practice management software suite. PROFIDA is a certified Astute-partner since May 2002. The PROFIDA stand is seen as an opportunity to highlight PROFIDAs user friendliness - in particular when downloading Astute-information and processing it for financial planning. The PROFIDA Team also wants to illustrate its competitive advantage in client service delivery. The PROFIDA approach for training, support and maintenance is quite distinct with e.g. in-house trainings and speedy delivery of feature request.

Organised and managed by exhibition specialists NichePro, the exhibitors include:

Alexander Forbes
Astute
Celestis
Centre for Financial Planning Law (University of the Free State)
Coleso Legal Technologies
Damelin School of Banking & Insurance
Financial Services Board
Global Property Solutions
Juta & Co
LexisNexis
Liberty Life
Momentum
Old Mutual Investment Group
Prior Learning Centre (Pty) Ltd
Profida
Glacier by Sanlam
Sanlam Investment Management
Spotlight Interactive
TRIALPHA

 

 

Quick Polls

QUESTION

The Magnificent Seven technology shares are reshaping global equity markets, and making for some tough adviser-client discussions. How are you managing your clients’ return expectations during this tech age?

ANSWER

Diversifying beyond tech giants
Focus on long-term value investing
Increasing tech exposure in portfolios
Reinforcing realistic expectations
fanews magazine
FAnews November 2024 Get the latest issue of FAnews

This month's headlines

Understanding treaty reinsurance – and the factors that influence it
Insurance brokers: the PI scapegoat
Medical Schemes' average increases for 2025
AI is revolutionising insurance claims processing and fraud detection
Crypto arbitrage: exploring the opportunities and risks
Subscribe now