The Financial planning (FPC) and Investment management (CAT II) roadshows which took place on 26-29 March 2018 were a huge success. A special thanks to the speakers and to Investec for hosting the sessions at their venues.
The roadshows took place over five regions – Cape Town, Durban, Johannesburg, Pretoria and Port Elizabeth. We received an exceptional number of attendees, all eager to learn from our knowledgeable speakers.
Our lineup of speakers gave exceptional presentations, sharing latest trends and developments, and addressing challenges facing financial planning and investment management.
If you missed it click on the presentations below for a recap:
- RDR feedback and update by the FSB
(Caroline Da Silva and Leanne Jackson from the FSB, gave a sneak preview on RDR and investment management, giving an update on the RDR progress to date.)
- Market update by Investec
(Louis Niemand from Investec unpacked the outlook for markets and asset classes, sharing insight on the contributors of the All Share Index (ALSI) in 2017)
- Why Investment Management by the FIA Investment Management Committee
(Chair of the FIA Investment Committee, Marc du Plooy explored the complex compliance route on investment management, CAT IIs, DMFs and DIMs.)
- Financial planning – The road ahead for the SA financial advisor and the role of the FPC
(Anton Swanepoel wrapped up the roadshows, affirming the role of the FIA within the financial services – commitment to the interest of advisors and intermediaries.)
Thank you to our formidable speakers for taking time to go around the country to do these presentations and all our members who joined us at the roadshows!
