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FPI: 2025 Ethics and AI Masterclass

Venue Name:	Online
Google Map URL:	Click here to view
Start Date:	29 July 2025 08:30
End Date:	29 July 2025 13:00
Duration:

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Company:	Financial Planning Institute of Southern Africa
Website:	https://fpi.co.za/

FPI invites you to an informative online masterclass focused on Ethics and AI. The session will take place on July 29, 2025, and will be led by experienced subject matter experts.

During the half-day session, you will have the opportunity to gain valuable insights and earn those much-needed Ethics CPD hours.

Our carefully selected speakers will share their expertise in Ethics and AI, providing you with the latest industry developments in this fast-evolving field. Ethics remains a cornerstone of integrity in the Financial Planning profession, making this masterclass especially relevant.

08h30 – 08h35	Welcome and Opening Speaker: Lelané Bezuidenhout, CFP^®
08h35 – 10h05	Topic: The role of AI in enhancing client trust Why Ethics and AI Matter More Than Ever AI as an Ethical Ally: Practical Ways AI Can Support Planners Transparency Through Technology The Hidden Dangers: Ethical Pitfalls of AI Data Privacy and Responsibility in the AI Age Using Local LLMs to Maximize Privacy and Minimize Risk Building a Human-Centered AI Strategy Final Thoughts: The Call to Lead with Integrity Speaker: Panos Leledakis
10h05 – 10h15	Comfort Break
10h15 – 11h00	Topic: Data Privacy, Bias & Accountability in AI Systems Understanding AI biases and mitigating risks. The impact of data protection laws (e.g., POPIA & GDPR). Who is responsible when AI makes a mistake? Speaker Rianné Potgieter
11h00 – 11h10	Comfort Break
11h10 – 11h55	Topic: Future-Proofing Your Practice – Ethical AI Adoption Strategies Ethical AI integration in advisory firms. Compliance frameworks for AI use in financial planning. Practical tools & case studies for AI in practice. Speaker: Francois du Toit, CFP^®
11h55 – 12h55	Topic: AI in Financial Planning – Opportunities & Ethical Challenges How AI is transforming financial advice Ethical dilemmas in automated decision-making. The role of the financial planner in an AI-driven world. Speaker: Lelane Bezuidenhout, CFP^®
12h55 – 13h00	Closing

Online Workshop Details
Date: Tuesday, 29th July 2025
Time: 08h30 - 13h00 CAT
Registration closes: 22 July 2025 at 15h00

Click here to register...

Venue: This is an online event only; a link will be sent to all paid registrants beforehand to join the live session; a recording will also be made available if you can’t attend on the day

Online Workshop Pricing
FPI - Designated members - (CFP®, RFP ®, FSA ®)
R 525.00 (inclusive of VAT) per individual
Non-members
R 625 (inclusive of VAT) per individual
Bulk Bookings
R 525 (inclusive of VAT) per individual - Bulk booking requires 10 booked at once.

Please note!
• Your registration and invoice will be billed to you.
• Only company administrators with the authority can purchase on behalf of the company.
• A company name and VAT number can’t be added to an individual registration.
• A registration would need to go through a company registration in order to have the company details and VAT number on an invoice since the VAT number is associated to the company and not you as an individual.

Click here for a guide on how to make a bulk booking or bill company...