Live Online Session: 2021 Estate and Trust Planning

Live Online Session: 2021 Estate and Trust Planning
FPI CPD Approval FPI21060062

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Join the Financial Planning Institute of Southern Africa (FPI) for an online workshop addressing Estate and Trust Planning .

In the Estate and Trust Planning workshop, we will address various considerations when addressing Estate and Trust Planning with your clients. This will be followed by a panel discussion which will further delve into the practicalities of the administration of an estate and trust. The session will end with the unpacking of a disciplinary action where conflict of interest is discussed.


The workshop will address the following topics:

  • Back to Basics: Estate and Trusts
  • Panel discussion: Estates and trusts
  • Learnings in a disciplinary case

  • Meet the speakers:

    Phia van der Spuy   Nici Macdonald, CFP® John Potgieter, CFP®  Natasja Hart, CFP®  Kobus Oostuizen, CFP® 
       


    Estate and Trust Session Details:

    Date: 15th September 2021
    Time:
    09h00 - 13h15
    CPD: 2.5 Technical and 1 Ethics Verifiable hours

    Cost:
    FPI Designated Member (CFP®, FISA® , RFPTM, FSATM) R500.00
    Non-Member: R750.00


    This is an online event only, a link will be sent to all paid registrants beforehand in order to join the live sessions
     Cannot make the live session? Not to worry, you can still register and pay to access the recording and once it has been viewed, CPD will be loaded onto your profile. Access the recording below: 

    http://fpi.learntech.co.za/
    Username: Member Number
    Password: Member Number
    (Click on Member number in order to retrieve it)


    Please make sure that after you've registered, you proceed to checkout and submit order to secure your registration

    When
    9/15/2021 9:00 AM - 5/31/2022 11:59 AM

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