Blue Chip Issue 88

Blue Chip Journal – The official publication of FPI 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 Issue

BLUE CHIP 0.5 CONTINUOUS PROFESSIONAL DEVELOPMENT THE OFFICIAL PUBLICATION OF THE FPI Issue 88 • Aug/Sept/Oct 2023 www.bluechipdigital.co.za 0.5 CONTINUOUS PROFESSIONAL DEVELOPMENT 01 CONTINUOUS PROFESSIONAL DEVELOPMENT 01 CONTINUOUS PROFESSIONAL DEVELOPMENT 1.5 CONTINUOUS PROFESSIONAL DEVELOPMENT 1.5 CONTINUOUS PROFESSIONAL DEVELOPMENT 02 CONTINUOUS PROFESSIONAL DEVELOPMENT 02 CONTINUOUS PROFESSIONAL DEVELOPMENT GETTING IT RIGHT Offshore investment RETIREMENT PLANNING Clients’ financial independence How big is your shield against AI? The ABCs of COFI for FSPs Anton Swanepoel explains the implications

Page 4: BACK TO THE FUTURE! The 2023 FPI Pr
Page 7 and 8: SAIPATM Y OUR WEA L T H Professiona
Page 9 and 10: Back to The Future Back to The Futu
Page 11 and 12: From an FPI point of view, one must
Page 13 and 14: Mandy Wiener is a prominent South A
Page 15 and 16: BLUE CHIP On the money Making waves
Page 18 and 19: BLUE CHIP COLUMN Taking the path to
Page 20: BLUE CHIP COLUMN A comprehensive gu
Page 23 and 24: Diffusion of innovation theory (196
Page 25 and 26: CLIENT ENGAGEMENT | Coaching BLUE C
Page 27 and 28: m1 m1 >`eR >`eR ÇÉÇ ÇÉÇ ÈY%
Page 29 and 30: INVESTMENT | Economy BLUE CHIP the
Page 31 and 32: INVESTMENT | Economy BLUE CHIP In t
Page 33 and 34: INVESTMENT | Technology BLUE CHIP r
Page 35 and 36: INVESTMENT | Offshore BLUE CHIP Gre
Page 37 and 38: ROUND TABLE SERIES | Offshore inves
Page 39 and 40: BLUE CHIP INVESTMENT PORTFOLIO | Ec
Page 41 and 42: PRACTICE MANAGEMENT | Wealth manage
Page 43 and 44: Back to The Future FPI Presents The
Page 45 and 46: FINANCIAL PLANNING | Retirement BLU
Page 47 and 48: Harnessing the power of digital sol
Page 49 and 50: ROUND TABLE SERIES | Retirement Pla
Page 51 and 52: ROUND TABLE SERIES | Retirement Pla
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BLUE CHIP FINANCIAL PLANNING | Reti
Page 56 and 57:
BLUE CHIP INVESTMENT | Economy Time
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BLUE CHIP CLIENT ENGAGEMENT | Coach
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BLUE CHIP INVESTMENT | Behavioural
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BLUE CHIP INVESTMENT | Behavioural
Page 64 and 65:
BLUE CHIP CLIENT ENGAGEMENT | Behav
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BLUE CHIP PRACTICE MANAGEMENT | Tec
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PRACTICE MANAGEMENT | Technology BL
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INVESTMENT | Fund management BLUE C
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INVESTMENT | Due diligence BLUE CHI
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GOALS BASED ASSET MANAGEMENT HEALTH
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FINANCIAL PLANNING | Estate plannin
Page 79:
Independent platform profiling asse

Blue Chip Issue 88

Blue Chip Issue

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