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
BLUEIssue 95 • May/Jun/Jul 2025www.bluechipdigital.co.zaCHIP0.5 CONTINUOUSPROFESSIONAL DEVELOPMENTTHE OFFICIAL PUBLICATION OF THE FPI0.5 CONTINUOUSPROFESSIONAL DEVELOPMENT01 CONTINUOUSPROFESSIONAL DEVELOPMENT01 CONTINUOUSPROFESSIONAL DEVELOPMENT1.5 CONTINUOUSPROFESSIONAL DEVELOPMENT1.5 CONTINUOUSPROFESSIONAL DEVELOPMENT02 CONTINUOUSFUTURE OPTIMISMInnovating AIPROFESSIONAL DEVELOPMENT02 CONTINUOUSPROFESSIONAL DEVELOPMENTAMETF TRANSPARENCYWhat you need to knowDO THIS NOWMap your advice processTRUST BENEFICIARIESThe complexities of complianceA COACHING WAY OF BEINGRob Macdonald on what it is and why it is key
