Webinar: Transition Planning

FPI CPD Approval: FPI20110120

As advisors we had to re-think the way in which we engage with our clients, especially during the past few months.  Our clients and ourselves were faced with life changing circumstances and this necessitated us to evaluate what really matters.
Knowing ourselves and being able to meet the client where they are at when going through transitions.

Join Louis van der Merwe and Mariette Tappan, Africa’s first Financial Transitionist, in this informal but informative and empowering discussion. They discuss how to face this “new normal” with some practical tips and insights.

 Available: 1 December 2020 - 30 November 2021
 CPD: 1 General CPD Hour
 Cost : R250
Louis van der Merwe is the co-founder and director of WealthUp (Pty) Ltd, an FPI Approved Professional Practice, situated in Durbanville, Cape Town. He was also a finalist in the 2018 Financial Planner of the Year competition.
He completed his B.Comm degree at the University of Stellenbosch as well as the Post Graduate Diploma in Financial Planning (Stellenbosch University) (cum laude). Further to this, he finished his Advanced Post Graduate Diploma in Financial Planning at the University of Free State, specialising in investment management, and has spent the last 10 years providing advice to individuals and companies.
  My approach to financial planning is simple - solution based - contains meticulous calculations - measurable and goal driven. Professionalism in my office means to be proficient with care. My mission is to inspire, encourage growth and thereby make a significant and lasting difference in the world through my integrity, honesty, dedication to excellence and perserverance. Individual and corporate clients experience trustworthy advice, reliable returns, measured planning, relevant communication, great network opportunities, creative solutions and individualized attention. People that are serious about their financial security and independence are inclined to work with me. ---- "because I care"

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I'm a designated member, do I still need to pay R250? No, All FPI designated members will receive all webinars for free as a membership benefit which are pre-registered and accessible via the E-learning portal. 
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12/1/2020 - 11/30/2021

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