Financial Planning Institute of Southern Africa (FPI), FPSB’s South Africa Affiliate, is proud to celebrate World Financial Planning Day as part of it’s week-long campaign, Financial Planning Week, to educate individuals on the value of financial planning. During the week of 7-11 October, the following activities will take place:
- 7 October: Release of Financial Planning Week celebratory video
- 8 October: Session on the value of financial planning with FPI’s Young Financial Planner Committee and students and candidates
- 9 October: Media round table on World Financial Planning Day, financial planners and firms also celebrate WFPD across the country
- 9 October: Pro-bono financial planning clinic at FPI offices (84 Sophia St., Fairlands, Randburg, JHB) from 13:00 – 16:00. For more information, call 011 470 6000.
- 10 October: “Questions to ask your financial planner” session with 2024 Financial Planner of the Year, Rudolph Geldenhuys, CFP, from 10:00 – 11:00. Register here to gt practical tips such as which questions to ask, what your rights are and how to find a professional advisor to work with.
- 11 October: FPI staff WFPD celebration
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