Blue Chip Issue 89

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 Issue 89 • Nov/Dec/Jan 2024 www.bluechipdigital.co.za 0.5 CONTINUOUS PROFESSIONAL DEVELOPMENT THE OFFICIAL PUBLICATION OF THE FPI 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 Noel de Kock, CFP® Tom Brukman, CFP® FINANCIAL PLANNER OF THE YEAR 2023 Meet this year’s three finalists . . . Lara Warburton, CFP® TECHNOLOGY RETIREMENT PLANNING OFFSHORE INVESTING

Page 3 and 4: BACK TO THE FUTURE! We are living t
Page 5 and 6: JOIN THE GRAVITON NETWORK to help e
Page 7 and 8: Good things came to those who didn
Page 9 and 10: The FPI plays an important role in
Page 11 and 12: We’ve got a plan for everyBODY Bi
Page 14 and 15: BLUE CHIP On the money Making waves
Page 16 and 17: BLUE CHIP COLUMN Perception is real
Page 18 and 19: BLUE CHIP COLUMN A New Horizon The
Page 20 and 21: BLUE CHIP FPI | Financial Planner o
Page 22: BLUE CHIP FPI | Financial Planner o
Page 25 and 26: FPI | Research BLUE CHIP Graphic 1:
Page 27 and 28: FPI | Research BLUE CHIP Gen Ys are
Page 29 and 30: CLIENT ENGAGEMENT | Behavioural fin
Page 31 and 32: CLIENT ENGAGEMENT | Behavioural fin
Page 34 and 35: BLUE CHIP INVESTMENT | Offshore INT
Page 36 and 37: BLUE CHIP INVESTMENT | Economy The
Page 38 and 39: BLUE CHIP INVESTMENT | Leadership M
Page 40 and 41: BLUE CHIP INVESTMENT | DFM Global m
Page 42 and 43: BLUE CHIP PRACTICE MANAGEMENT | Tec
Page 44 and 45: BLUE CHIP INVESTMENT | Economy Stic
Page 46 and 47: BLUE CHIP FINANCIAL PLANNING | DFM
Page 48 and 49: BLUE CHIP FINANCIAL PLANNING | DFM
Page 50 and 51: BLUE CHIP INVESTMENT | Responsible
Page 52 and 53:
BLUE CHIP ROUND TABLE SERIES | Offs
Page 54 and 55:
BLUE CHIP ROUND TABLE SERIES | Offs
Page 56 and 57:
BLUE CHIP INVESTMENT | Systematic i
Page 58 and 59:
BLUE CHIP PRACTICE MANAGEMENT | Tec
Page 60 and 61:
BLUE CHIP FINANCIAL PLANNING | Tech
Page 62 and 63:
BLUE CHIP FINANCIAL PLANNING | Tech
Page 64 and 65:
BLUE CHIP PRACTICE MANAGEMENT | Tec
Page 66:
BLUE CHIP PRACTICE MANAGEMENT | Cli
Page 69 and 70:
PRACTICE MANAGEMENT | Technology BL
Page 71 and 72:
CLIENT ENGAGEMENT | Communication B
Page 73 and 74:
FINANCIAL PLANNING | Retirement BLU
Page 76 and 77:
BLUE CHIP FINANCIAL PLANNING | Reti
Page 78 and 79:
BLUE CHIP PRACTICE MANAGEMENT | Acc
Page 80 and 81:
BLUE CHIP FINANCIAL PLANNING | Esta
Page 82 and 83:
BLUE CHIP FINANCIAL PLANNING | Medi
Page 84 and 85:
BLUE CHIP FINANCIAL PLANNING | Lead
Page 86 and 87:
BLUE CHIP CLIENT ENGAGEMENT | Behav
Page 88 and 89:
BLUE CHIP PRACTICE MANAGEMENT | Bus
Page 90 and 91:
BLUE CHIP PRACTICE MANAGEMENT | Bus

Blue Chip Issue 89

Blue Chip Issue

Other recent publications by Global Africa Network:

Search

Save as template?

Delete template?