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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 


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.


  • 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.


Members           :  R900.00 (incl. VAT)

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

FPI members can earn 3 CPD points.


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