The FPI are pleased to invite you to an informative online masterclass focused on Retirement and Investment. The session will take place on May 23, 2024, and will be led by experienced subject matter experts.

During the full-day session, you will have the opportunity to gain valuable insights.

Make sure you register today for this masterclass, so you don't miss out.

The following topics will be covered:

• Overview of current economic trends impacting retirement and investment planning
• Best advice takes a village.
• Building a Resilient Portfolio for Retirement
• International Retirement Provision and Investment Planning Strategies considering current environment.
• Tax efficient use of Retirement Funds, pre and post-retirement
• Professionalisation of financial planning
• Retirement and Investment advice; a dutch approach

Meet the speakers‍‍

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Online Workshop Details

Date and Time: Thursday, 23 May 2024 | 08h50 - 15h30 CAT

(Registration closes: 17 May 2024 at 15h00 | Payment needs to reflect or sent by close of business 21 May)

‍Venue: Online

(This is an online event only; a link will be sent to all paid registrants beforehand to join the live session; a recording will also be made available if you can’t attend on the day)

CPD hours: 5 Verifiable CPD hours (4 Technical | 0.5 General | 0.5 Ethics)

Online Workshop Pricing

FPI - Designated members - (CFP^®, RFP^™, FSA^™)

R 950 (inclusive of VAT) per individual

Non-members

R 1 225 (inclusive of VAT) per individual

Bulk Bookings

R 950 (inclusive of VAT) per individual - Bulk booking requires 10 booked at once.

Click here to view the agenda.

Click here to register.

Please note!

• Your registration and invoice will be billed to you.
• Only company administrators with the authority can purchase on behalf of the company.
• A company name and VAT number can’t be added to an individual registration.
• A registration would need to go through a company registration in order to have the company details and VAT number on an invoice since the VAT number is associated to the company and not you as an individual.

Click here for a guide on how to make a bulk booking or bill company.