Blue Chip Issue 86

Blue Chip Journal 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. Visit Blue Chip Digital: https://bluechipdigital.co.za/

Blue Chip Issue

BLUE CHIP 0.5 CONTINUOUS PROFESSIONAL DEVELOPMENT THE OFFICIAL PUBLICATION OF THE FPI Issue 86 • January/February/March 2023 www.bluechipdigital.co.za 0.5 CONTINUOUS PROFESSIONAL DEVELOPMENT 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 DISCRETIONARY FUND MANAGERS Bridging the gap PALESA DUBE Meet the 2022 Financial Planner of the Year What lies ahead for 2023? THE FUTURE OF INVESTING Jeanette Marais, CEO, Momentum Investments

Page 3 and 4: SHOW YOUR MONEY THE WORLD Invest in
Page 5 and 6: INVESTMENT | Offshore Glacier Inter
Page 7 and 8: SCAN TO CHAT
Page 10 and 11: BLUE CHIP FPI UPDATES | CEO message
Page 12 and 13: BLUE CHIP BLUE CHIP On the money Ma
Page 14 and 15: BLUE CHIP On the money Making waves
Page 16 and 17: BLUE CHIP On the money Making waves
Page 18 and 19: BLUE CHIP COLUMN Beware the Twit Gi
Page 20 and 21: BLUE CHIP COLUMN A NOBLE PROFESSION
Page 22 and 23: BLUE CHIP FPI | Financial Planner o
Page 24 and 25: BLUE CHIP FPI | Financial Planner o
Page 28 and 29: BLUE CHIP INVESTMENT | DFM A focus
Page 30 and 31: BLUE CHIP INVESTMENT | DFM Do we un
Page 32 and 33: BLUE CHIP FINANCIAL PLANNING | Tax
Page 34 and 35: BLUE CHIP INVESTMENT | Cryptocurren
Page 36 and 37: BLUE CHIP INVESTMENT | Trends The G
Page 38 and 39: BLUE CHIP PRACTICE MANAGEMENT | Emp
Page 40 and 41: BLUE CHIP FINANCIAL PLANNING | Legi
Page 42 and 43: BLUE CHIP FINANCIAL PLANNING | Legi
Page 44 and 45: BLUE CHIP INVESTMENT | Economy Gas
Page 46: BLUE CHIP PRACTICE MANAGEMENT | Cli
Page 49 and 50: FINANCIAL PLANNING | DFM BLUE CHIP
Page 51 and 52: INVESTMENT | DFM BLUE CHIP be tempo
Page 53 and 54:
PRACTICE MANAGEMENT | Technology BL
Page 55 and 56:
CLIENT ENGAGEMENT | Behavioural fin
Page 57 and 58:
The six personality archetypes and
Page 59 and 60:
PRACTICE MANAGEMENT | Technology BL
Page 61 and 62:
FINANCIAL PLANNING | Education BLUE
Page 63 and 64:
CLIENT ENGAGEMENT | Communication B
Page 65 and 66:
CLIENT ENGAGEMENT | Financial liter
Page 67 and 68:
CLIENT ENGAGEMENT | Customer care B
Page 69 and 70:
PRACTICE MANAGEMENT | Profile BLUE
Page 72 and 73:
BLUE CHIP FINANCIAL PLANNING | Esta
Page 74 and 75:
The value of a professional designa
Page 76 and 77:
THEIR TIME IS NOW The FPI Financial
Page 78:
Lelané Bezuidenhout, CFP®, and To

Blue Chip Issue 86

Blue Chip Issue

Other recent publications by Global Africa Network:

Search

Save as template?

Delete template?