Day 1: Wednesday 17 July 2019

TIME

TOPIC/SPEAKER

07h00

Registration

08h15 – 08h30

Welcome and opening

Speaker: Chairperson of the FPI – Adv. Ntai Phoofolo CFP®

08h30 – 09h30

Topic: No quick fixes to South Africa’s economic growth trajectory
Speaker: Isaah Mhlanga

09h30 – 10h30

Topic: Overcoming the implementation impasse – Why good clients ignore great advice

Keynote Speaker: Dr. Moira Somers

10h30 – 11h00

TEA BREAK

11h00 – 11h20

Topic: Build relationships before investing money

Speaker: Kim Potgieter CFP® and John Campbell CFP®

11h20 – 12h20

Topic: Regulatory Feedback (FCSA)
Speaker: Caroline da Silva

12h20 – 13h15

Topic: Financial Planning – Global Perspective
Speaker: Noel Maye / Kate Holmes CFP®

13h15 – 14h00

LUNCH

14h00 – 14h20

Topic: Mastering client segmentation and crossing the bridge to exceptional client service and consistent growth

Speaker: Wouter Fourie CFP®

14h20 – 15h20

Topic: Own Your Profession
Speaker: Douglas Kruger

15h20 – 15h30

TEA BREAK

15h30 – 15h50

Topic: How to practically implement non-traditional investments into client portfolios

Speaker: Craig Gradidge CFP®

15h50 – 16h50

Topic: Creating a Value Proposition
Speaker: Brett Davidson

 

 

18h30 – 21h30

FPI Awards Ceremony Gala Dinner (Booking required)

Day 2: Thursday 18 July 2019

TIME

TOPIC/SPEAKER

07h00

Registration

08h15 – 08h30

Opening
Topic:
Updates from FPI

Speaker: CEO Lelané Bezuidenhout CFP®

08h30 – 09h30

Topic: Be the Best You Can Be – 6 Steps to Success
Speaker: Sandro Forte

09h30 – 10h15

Topic: Practice Management (Panel Discussion)

Facilitator: David Kop CFP®

Panelists: Kim Potgieter CFP®, Wouter Fourie CFP® and Craig Gradidge CFP®

10h15 – 10h45

TEA BREAK

10h45 – 11h05

Topic: The Journey

Speaker: Financial Planner of Year 2019

11h05 – 11h50

Topic: Global Asset Manager Trends
Speaker: Gyongyi King

11h50 – 12h35

Topic: The Power of the Female Factor (Panel Discussion)

Facilitator: Stephanie Pillay

Panelists: Gugu Sidaki CFP®, Kim Potgieter CFP®, Lisa Linfield CFP®, Sunel Veldtman CFP®

12h35 – 13h20

LUNCH

13h20 – 14h05

Topic: Environment, Social and Governance – Investing for the Future
Speaker: Fatima Vawda

14h05 – 14h50

Topic: How information from the Ombud can add value to your practice. A local and global perspective (Panel Discussion)

Facilitator:
Ronald King CFP®

Panellists: Naresh Tulsie and Craig Osland

14h50 – 15h00

TEA BREAK

15h00 – 16h00

Topic: The Impossible
Speaker: Joey Evans

16h00

Closing