The Financial Planning Institute of Southern Africa (FPI) hosted a Live Online Retirement and Investment Workshop on the 5th of August 2021.
The speakers addressed planning for retirement during a pandemic. We were joined by National Treasury in a discussion on recent legislation and an Economic Update was among the subjects of discussion.
We delved into risk profiling as a suitable component of sustainability and closed off the session with a panel discussion made up of industry experts.
If you missed this session, you can still register and pay to access the recordings on the E-learning portal
The Online workshop addressed the following topics:
Meet the speakers:
Available: 5 August 2021 - 31 May 2022
CPD: 5.5 Technical Verifiable CPD hours
COB Category: Investments | Pension Fund Benefits
Financial Planning: Asset Management | Retirement Planning | Tax Planning
Financial Advice: Investments & Investment Risk | Pension & Retirement | Taxation as it related to Financial Services
FPI Designated Member (CFP®, RFPTM, FSATM) R500.00
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