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Picture of Lourika Els
FPI RISK WORKSHOP
by Lourika Els - Tuesday, 4 September 2012, 02:44 PM
 

Dates and venues

  • 10 September – Johannesburg, Randpark Club 
  • 14 September – Eastern Cape, Elizabeth Place 
  • 17 September – Western Cape, The Pavilion Clock Tower 
  • 18 September – KwaZulu-Natal, Coastlands on the Ridge, Musgrave 

Overview

The aim of the workshop is to inform professional financial planners and other risk specialists about current issues that could affect how they advise clients.

Topics

  • Carmen Venter, CFP®: How to interpret complex business structures and tax issues in buy-and-sell arrangements.  This will be done by way of a case study to help planners in a practical way.
  • David Davidson, CFP® and Sydwell Shangisa:  Feedback on the FAIS Ombud's latest and novel determinations.
  • Schalk Malan: Feedback on the recent research done by True South Actuaries & Consultants on how different funding structures on policies can affect the sustainability of clients risk cover.

Cost

Members           :  R900.00 (incl. VAT)

Non-members    :  R1400.00 (incl. VAT)

FPI members can earn 3 CPD points.

 

Read more:  http://www.cvent.com/d/scqwpl

 

 


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