Blue Chip Issue 88

FPI Professional's

FPI Professional's Convention 2023 looks Back to the Future The FPI Professional's Convention this year will highlight the importance of looking back at where we were before the global lockdown in 2020, while moving forward into a future filled with change, innovation and growth – hence aptly themed BACK TO THE FUTURE. The way we view the future has changed since we have been experiencing a post-lockdown world. Things have become fundamentally different as we have witnessed the birth of a virtual world filled with automation, open AI and digital evolution in the financial planning space. Liberty, 2022’s headline sponsor of the event, will be back again this year as the headline sponsor to bring you a memorable Professional's Convention. This 34th instalment of the Convention will be presented both virtually and face-to-face at the Sandton Convention Centre, Johannesburg on 14 and 15 November – giving the face-to-face delegates the opportunity to network and catch up on all the latest trends, while visiting the exhibitions and gaining insight into collaboration breakaway events. Those delegates who cannot be present in person will benefit from the innovation of a virtual walk-through environment while ensuring gamification lends to an entertaining experience. The FPI’s impressive growth and undoubted relevance over the years as well as the quality of our certification and practice standards has ensured that the profession occupies its rightful place in a world where financial wellness has never been more important. As innovation in the space occurs, the latest global trends will be highlighted as international speakers, who will be presenting in-person, drive home topics of adaptation to ensure all convention goers gain insight into must-have adoption practices. The speaker programme will delve into relevant topics aimed at empowering a forward-looking audience of dedicated financial professionals, including: • The new knowledge domain regarding the psychology of financial planning • How the future outlook of practice management and technology has changed • “People” aspects such as succession planning and remuneration structures • Cyber-security risks and social media strategies needed to grow a financial planning business In keeping with the tradition of hosting the best local and international speakers on topics that add value to South Africa’s financial planners sector, the 2023 speaker lineup includes: Dante De Gori, CFP® is the CEO of the Financial Planning Standards Board Ltd (FPSB). Prior to this, he served as CEO of the Financial Planning Association of Australia (FPA). He is passionate about advancing the profession of financial planning and supporting CFP® professionals globally and will be sharing his thoughts on the Future of Financial Planning. 10 www.bluechipdigital.co.za

Mandy Wiener is a prominent South African journalist and writer who will be addressing the topic of hope and prosperity for South Africa. She is the host of the Midday Report on Radio 702 and Cape Talk and is a regular columnist for News24. Dr Charles Chaffin covers a broad range of fields, from educational and cognitive psychology to financial planning. He is the author and lead editor of seven books on topics of financial planning and cognitive psychology. Chaffin has been developing and presenting new research that has direct impact on the practice of financial planning. within a financial services provider, specifically the operational support needed and procedures underpinning the financial planning advice process. Academically, Macdonald was involved with the University of the Free State in drafting material, setting examinations and lecturing for the Advanced Diploma in Estate and Trust Administration. At Convention 2023, members will also be able to attend the FPI Awards Ceremony Gala Dinner on 15 November where the 2023 FPI Financial Planner of the Year Award winner will be crowned, as well as other awards such as Top Candidate of the Year, FPI Professional Practice of the Year and It Starts with Me awards. The 2023 FPI Professionals Convention will be sponsored by: Emma Sadleir is South Africa’s leading expert on social media law. Her company, The Digital Law Company, specialises The FPI Professional's Convention is regarded as the most relevant and in educating and advising corporates, employees, schools, biggest event in the calendar for financial professionals, considering its parents, teachers and universities on the legal, disciplinary and hybrid nature that allows for both face-to-face and virtual attendance reputational risks of social media. Sadlier and her team have for those who are not based in Gauteng to still be informed, gain insight collectively addressed hundreds of blue-chip corporate clients and obtain Continuous Professional Development (CPD) hours, which and over 200 000 learners across Africa and the UK through will amount to 12 CPD hours. The costs for The attending 2023 FPI Convention Professionals 2023 Conven educational talks and presentations. She also teaches media law are R3 000 for members (virtual) and R3 773 for non-members (virtual), to journalists and lawyers and lectures on personal reputation or R5 850 for members (face-to-face) and R7 000 for non-members The 2023 FPI Professionals Convention will be sponsored by: management on various MBA programmes. (face-to-face). For more information on the 2023 FPI Professional's Convention, email Brent Lindeque is a South African entrepreneur, motivational us at events@fpi.co.za or call us on +27 (0)11 470 6000. speaker and social media influencer. He gained international www.fpi.co.za attention in 2014 when he posted a video online of himself The 2023 FPI Professionals Convention will be sponsored by: taking part in the “NekNomination” drinking game, The but 2023 instead FPI Professionals The Convention 2023 FPI will Professionals be sponsored Convention by: will be sponsored by: of drinking alcohol, he did a good deed for someone in need. 2023 PROFESSIONAL CONVENTION SPONSORS The video went viral and Lindeque used the attention to launch the #ChangeOneThing movement, which encourages people to make small positive changes in their lives that can have a big impact on their communities and the world. The success of #ChangeOneThing led to media attention from CNN, BBC and Oprah magazine. In 2018, he was named one of the top 100 most influential young South Africans by the Mail & Guardian newspaper and in 2022 his platform was featured on a list of world’s top 100 innovation success stories. Lelané Bezuidenhout, CFP®, is the CEO of the FPI. She has been involved in the financial services industry since 1999 and started at a large life insurer. It is in her dealings with compliance matters and consumer complaints that she took an interest in financial planning from a standard setting point of view. Over the years she studied as a working mom to become a CERTIFIED FINANCIAL PLANNER®. Bezuidenhout joined the FPI in 2014. In her current role as CEO, she continues to impact positively on the lives of all in serving the FPI’s vision of “professional financial planning and advice for all”. BLUE CHIP The FPI Professionals Convention is regarded as the most relevant and biggest event in Nici Macdonald, CFP® is the Head of Department: Certification at the FPI. She has a strong legal background and is passionate about the future of financial planning in South Africa. Macdonald has extensive experience in practice management for financial professionals, considering its hybrid nature that allows for both face-to-fa 11 attendance for those who are not based in Gauteng to still be informed, gain insight an www.bluechipdigital.co.za The FPI Professionals Convention is regarded as the The most FPI relevant Professionals and biggest Convention event in th Continuous Professional Development (CPD) hours, which will amount to 12 CPD Hour The FPI Professionals Convention for financial professionals, conside The FPI Professionals for Convention financial is regarded professionals, as the is regarded considering most relevant as the most its relevant hybrid and and nature biggest biggest that event allows event in for in the both the calendar calendar face-to-face a