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.
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CONTENTS JULY 2020 WHAT’S HAPPENING AT THE FPI? Message from the CEO ISSUE 76 02 44 THE IMPACT OF COVID-19 ON CFP® PROFESSIONALS AND THEIR CLIENTS The Financial Planning Institute surveyed CFP® professionals to find out what’s happening on the ground 44 46 48 50 WHAT IS IN A NAME? WHY PROFESSIONAL NAMES MATTER Recent developments are set to provide clarity in terms of financial advisor titles and regulatory certainty for financial planners in South Africa AMENDMENTS MADE TO LIVING ANNUITIES It is now possible for retirees to amend their drawdown rate during the year for a limited period MOVING BRANDS Change is inevitable. The FPI is updating its brand to become more inclusive and accessible to all South Africans 04 08 PUBLISHER’S NOTE 12 22 26 28 30 34 36 42 52 ON THE MONEY Milestones, news and snippets BUILDING MOMENTUM IN A GLOBAL SLOWDOWN Interview with Florbela Yates, Momentum Investing Consulting BLUE SKY INVESTING Are we overly conservative in our assessment of investment opportunities? SEEKING OPPORTUNITY THROUGH AN ESG LENS Responsible investing during the Covid-19 crisis CONTROLLING THE “CONTROLLABLES” IN UNCERTAIN TIMES Using evidence-based investing principles to meet investment goals A BETTER – AND VERY DIFFERENT – TOMORROW As a consequence of Covid-19, the future will look very different from what we now imagine COULD COVID-19 HAVE CHANGED FINANCIAL PLANNING FOREVER? A crisis often presents both tragedy and opportunity INNOVATIVE WEALTH MANAGEMENT Nevathee Moodley imparts her wisdom on sustainable financial strength SOME THINGS NEVER CHANGE Natasja Hart, Financial Planner of the Year 2010, on a decade of change EMPATHY FUELS TRUE CLIENT CONNECTION Changing the way we connect with clients 34 www.bluechipdigital.co.za 22 12 1
