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.
CONTENTSISSUE96AUG/SEP/OCT 202568 A CONVERSATIONFOR PERSPECTIVEClients’ perspectives when theymake decisions, by Rob Macdonald,Independent ConsultantBRITTLE FINANCIAL HEALTH70 By Prof. Prince Sarpong, PhD,CFP®, Associate Professor, School ofFinancial Planning Law, Faculty of Law,University of the Free State72AN INTRODUCTION TOFINANCIAL WELLBEINGBy Chris Budd, founder of the Institution forFinancial Wellbeing75GOOSEBUMPS, GROWTHAND THE FUTURE OFFINANCIAL PLANNINGBronwyn Waner, CFP®, Growth FinancialPlanning, on the true joy of financial planning76MIDLIFE RECALIBRATIONKim Potgieter, Managing Director,Chartered Wealth Solutions on guidingclients through the midlife transition78CHARITY BEGINS AT HOMEBlue Chip speaks to three womenleaders at Prescient Investment Management82FIVE WAYSHow women financial plannerscan use AI for tough decisions, byZeldeen Müller, CEO, inSite Connectand Creator, AgendaWorx.com AI84WHAT THE GLOBAL AI INFINANCIAL PLANNINGREPORT REALLY TELLS USBy Francios du Toit, founder, PROpulsion86AI AND THE FUTURE OFFINANCIAL PLANNINGHow AI is revolutionising the profession,by Dante De Gori, CFP®, CEO, FSPB87STRATEGIC LEARNING FORPRACTISING PROFESSIONALSProfessional development does not endwith certification, by School of FinancialPlanning Law, Faculty of Law, Universityof the Free State88PRIDE AND PROFESSIONALISMBlue Chip speaks to Bashkar Rattan,Rattan Wealth and Fiduciary Consultants89FINANCIAL PLANNER PROFILESBlue Chip speaks to three CERTIFIEDFINANCIAL PLANNERS®MARCHING TO THE90 BEAT OF A YOUNGERGENERATION’S DRUMThe FPI has launched the YFPOCPD: A CORNERSTONE91 OF EXCELLENCE INFINANCIAL PLANNINGBy Nici Macdonald, CFP®, HOD:Certification and Standards, FPIPROFILING THE PLANNER92 Blue Chip speaks to Katlego Mei,financial planner at Galileo CapitalRecognisedRecognisedScan MeRecognisedRecognised
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