Blue Chip Issue 81

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Women in Finance: Breaking Barriers If the financial planning industry is to be sustainable, active steps need to be taken to recruit, mentor and retain young people, people of colour and more women. While it is encouraging to see the exponential growth and change, the industry still faces many challenges, including the average age and gender of planners and the lack of diversity with regard to race. To break some of these barriers, Kim Potgieter, director at Chartered Wealth Solutions, founded the Women in Finance Network. The platform aimed to connect women in the financial planning industry through shared experiences, support, mentoring, learning and networking. This network was a seed planted in the hopes of attracting and retaining women within the industry. At the FPI 2021 Convention, Kim Potgieter will be in conversation with Gratitude Mahlangu, Esther Mabunda and Annelise Mti to discuss the challenges of bringing more women, people of colour and youngsters into the financial planning industry. The role that Chartered Wealth Solution’s Articled Planner Programme and the Women in Finance Network played in their journeys will also be explored. The programme was designed to produce fully qualified planners with confidence, soft skills, technical and administrative knowledge. Providing learning opportunities and a space to ask questions is key to the Articled Planner Programme. Esther Mabunda came to appreciate the saying, “Indlela ibuzwa kwabaphambile”, meaning that so many colleagues (young and old) gladly stepped up to lend a hand when she asked for their help. Mabunda firmly believes that to navigate the financial planning landscape, it is important to remember to ask for help when you need it, as asking for help takes nothing away from an individual but instead shows a willingness to learn and grow. The programme focuses on creating an environment where people can merge their book knowledge with practical skills. Mona Manzambi found this aspect of the programme exceptionally helpful when preparing for her board exam. Personal development is another focus area of the Articled Planner Programme, so people are given the opportunity to attend Dare to Lead workshops and coaching by Colleen Joy Page and develop other soft skills that enhance relationships. For Gratitude Mahlangu, this keeps her in the industry. Building relationships with clients to create a personalised financial plan has helped her find purpose, which gets her excited about a lifelong career in financial planning. For Annelise Mti, her motivation to stay in the industry is through seeing how intentional efforts can bring growth within the industry, and she is encouraged to be part of that growth and pave the way for those who come after her. Potgieter firmly believes that we have to find the potential in others and find ways to grow that potential. For this reason, the Women in Finance Network will be financing one female student’s Financial Planning Honours/Post-Graduate Diploma in 2022. Potgieter believes that we each need to find ways to mentor and encourage others so that the change can become a reality for our industry. Written by the Women in Finance Network 104 www.bluechipdigital.co.za
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Issue 81 • Oct/Nov/Dec 2021 www.b
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Digitally speaking Blue Chip speaks
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CONTENTS ISSUE 81 OCT/NOV/DEC 2021
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CONTENTS ISSUE 81 OCT/NOV/DEC 2021
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FOREWORD Lelané Bezuidenhout CFP®
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On the money Making waves this quar
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On the money Making waves this quar
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COLUMN How do we build your portfol
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FPI Life begins at 40 The FPI celeb
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FPI EXCLUSIVE Making a difference i
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FPI EXCLUSIVE • The FPI designati
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FPI EXCLUSIVE How has Covid changed
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FINANCIAL PLANNER OF THE YEAR there
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It truly starts with you In 2006, i
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When we won, the effect on existing
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INVESTMENT “SPACs provide an inve
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My take on responsible investing RE
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Finding purposeful investments may
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INVESTMENT Hymne, please describe t
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The reason we have such specialised
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INVESTMENT A combination of both ac
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INVESTMENT approach. We have had si
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Looking for a true global investmen
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OFFSHORE Income Growth. This portfo
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CAPEX This could be for new infrast
Page 55 and 56: OFFSHORE Global equity has been the
Page 57 and 58: OFFSHORE There are three reasons fo
Page 59 and 60: Service more clients in less time.
Page 62 and 63: OFFSHORE AN OPPORTUNITY WRAPPED IN
Page 64 and 65: RESPONSIBLE INVESTING CAPITAL CLIMA
Page 66 and 67: RESPONSIBLE INVESTMENT ESG investin
Page 68 and 69: RESPONSIBLE INVESTMENT Superior str
Page 70 and 71: UMBRELLA FUNDS Regulation 38: creat
Page 72 and 73: Hollard Life Solutions launches Lif
Page 74 and 75: RETIREMENT The South African outloo
Page 76 and 77: OIL & GAS EXPLORING THE UPSTREAM Th
Page 78 and 79: EQUITY INDICES How difficult is the
Page 80 and 81: FUND OF FUNDS A differentiated appr
Page 82 and 83: COACHING Difficult conversations. P
Page 84 and 85: COACHING Helping you take your busi
Page 86 and 87: FINTECH A SAFE PLACE TO SUCCEED Blu
Page 88 and 89: RISK TOLERANCE The perils of risk t
Page 90 and 91: COACHING Helping clients through un
Page 92 and 93: GOOD READ Rogues’ Gallery If you
Page 94 and 95: FINANCIAL WELLBEING HEALTH: A NATIO
Page 96 and 97: FEE MODELS IN CHOOSING BETWEEN FLAT
Page 98 and 99: RETIREMENT How shared value can sol
Page 100: Metropolitan works towards creating
Page 103 and 104: ACCELERATE SUCCESS LISPEND MORE TIM
Page 108 and 109: COMPLIANCE Cross-border data transf
Page 110 and 111: EDUCATION approach to money, much l
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Blue Chip Issue 81

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