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Blue Chip Journal Issue 75 - April 2020

  • Text
  • Technology
  • Dfms
  • Funds
  • Retirement
  • Insurance
  • Management
  • Funds
  • Management
  • Investment
  • Planning
  • Investors
  • Planner
  • Markets
  • Global
  • Equity
  • Wealth
  • Hedge
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 carries contributions from FPI, carrying FPI branding, and other leading industry figures, covering all aspects of the financial planning industry. A total of 10 000 copies of the publication are distributed directly to every CERTIFIED FINANCIAL PLANNER® (CFP®) in the country, while the Blue Chip e-newsletter (launch date January 2020) reaches the full FPI membership base. FPI members are able to earn one non-verifiable Continuous Professional Development (CPD) hour per edition of the print journal (four per year) under the category of Professional Reading. Blue Chip is also distributed at key FPI events including the FPI Professionals Convention, the Financial Planner of the Year Awards Dinner and regional FPI Masterclasses. Special advertising packages in Blue Chip are available to FPI Corporate Partners, FPI Recognised Education Providers and FPI Approved Professional Practices.

Blue Chip Journal Issue 75 - April

Issue 75April 2020 www.bluechipdigital.co.za Breaking the mould Meet the CA who’s integrating client advisory and wealth management services The Official Publication of the FPI Impact on investors How Covid-19 affects your client’s financial plan Last thoughts Broaching mortality with clients Leading clients to better decisions Onboarding tech into the advice process Navigating a crisis Stick to sound investment principles

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