24.10.2021 Views

Blue Chip Issue 81

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Blue Chip takes this opportunity to wish the FPI a happy 40th anniversary. Congratulations!

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
Blue Chip takes this opportunity to wish the FPI a happy 40th anniversary.
Congratulations!

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FOREWORD<br />

Lelané Bezuidenhout CFP®<br />

CEO, Financial Planning<br />

Institute of Southern Africa<br />

Relationships,<br />

rebranding and<br />

future plans<br />

The CEO of the Financial Planning Institute looks<br />

forward to the imminent FPI Professional Convention<br />

and other exciting industry developments.<br />

How quickly has 2021 gone? It seems like we<br />

were grappling with the chaos of 2020 only<br />

yesterday, now 2022 is suddenly around the<br />

corner. I am just glad that summer is on its way,<br />

and hopefully a bit of “normality” along with it.<br />

Reflecting on the year fills me with pride for everything<br />

that the FPI has achieved, despite the constant challenges<br />

that present themselves in these upside-down times.<br />

None of it would<br />

have been possible<br />

without the support<br />

of our members, our<br />

corporate partners<br />

and our professional<br />

practices. Thank you<br />

and thank you again.<br />

It is all about trust. A financial<br />

planner who achieves the CFP®<br />

designation demonstrates that<br />

he or she has all the necessary<br />

education and experience<br />

to give advice impartially,<br />

professionally and ethically.<br />

Knowledge is power<br />

By the time you<br />

read this, Financial<br />

Planning Week will be<br />

done and dusted. It’s<br />

an ongoing consumer initiative designed to highlight how<br />

important financial planning is in a healthy society. Every<br />

October, the FPI coordinates a range of initiatives to drive<br />

home this message, including events, media interviews,<br />

articles and social media posts.<br />

It is all about encouraging everyone in the industry to<br />

promote the benefits of comprehensive financial planning,<br />

to highlight the value of FPI professional membership, and<br />

to distinguish between proper, holistic financial planning<br />

and product-orientated financial advice.<br />

New look, same focus<br />

FPIMYMONEY123 is the FPI’s financial outreach programme,<br />

launched in 2012.<br />

Over nearly a decade, it has touched the lives of thousands<br />

of people, helping<br />

them with personal<br />

financial management,<br />

budgeting and saving,<br />

and showing them how<br />

to deal with debt.<br />

The time had come<br />

to take the programme<br />

to the next level, so we<br />

enlisted the creative<br />

brains at The Agency to<br />

breathe new life into the<br />

brand. As Sage Bassett,<br />

head of design and<br />

strategy, explains: “The rebrand called for a new approach,<br />

including a refreshed logo and visual identity, a full website<br />

redesign and the building out of brand assets like social<br />

media campaigns.”<br />

The redesign is guaranteed to take FPIMYMONEY123<br />

to new heights and will hopefully empower thousands<br />

more South Africans to take control of their finances.<br />

8 www.bluechipdigital.co.za

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