Blue Chip Issue 89

BLUE CHIP On the money

BLUE CHIP On the money Making waves this quarter Win with Integrity and Blue Chip INTEGRITY ACADEMY RECOGNISED AS AN FPI EDUCATION PROVIDER The Financial Planning Institute of Southern Africa (FPI) is delighted to announce that Integrity Academy has been approved as an FPIrecognised education provider. Established in June 2013 by Johann Cloete, CFP®, Justin Cloete and Lynessa Spies. Integrity Academy has successfully served over 400 financial planning and advisory institutions and more than 17 000 students – marking a decade of excellence in the industry. As a significant milestone, the Occupational Certificate: Financial Advisor and National Certificate: Wealth Management offered by Integrity Academy will now be recognised as underlying qualifications for the prestigious designation of REGISTERED FINANCIAL PRACTITIONER with the FPI. Starting from 2023, candidates who complete these qualifications with Integrity Academy will be eligible to apply for the designation without the need to undertake a professional competency examination with the FPI. For more information about Integrity Academy and its accredited online education programmes, please visit www.integrityacademy.co.za. BLUE CHIP ROUND TABLE SERIES WINNER “It was great to participate with Andrew Finlayson, Greg Strachan, Cobie Legrange and Hannes Viljoen at the recent Blue Chip Round Table Series on Offshore Investment. In a space filled with a great deal of conjecture, it was amazing to see the firm-founded opinions based on successful portfolio construction with experience in the field. It’s important to highlight that building a wealth portfolio is about having ascertained a diverse view of opinions and identifying your own. There is no luck in planning, but being prepared in your planning makes you open to opportunity. We are here to help you harness these opportunities within foreign exchange. We are happy to announce that Matthew Marrian of InvestSense is our winner of the Garmin Fenix watch which Matthew Marrian (left) and Lara was drawn from the registrants for the event. Lotter (right). A hearty congratulations from us here at Exchange 4 Free,” says Lara Lotter, Exchange 4 Free “The offshore conversation is always interesting and holds significant importance for us at InvestSense, especially when engaging with our clients. The complexity of offshore allocation means there is no one-size-fits-all answer. Therefore, it was enlightening to gain insights from Andrew and the panel regarding their perspectives on this matter and how they approach it within their respective businesses,” says the winner of the Garmin Fenix, Matthew Marrian, COO, InvestSense. The Garmin Fenix 7x Solar Smart watch. Read an excerpt of the Blue Chip Offshore Investment Round Table on page 50.

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