Registration for the 2023 Virtual Financial Planning Summit is now open!
| Venue Name: | Virtual |
|---|---|
| Start Date: | 31 October 2023 00:00 |
| End Date: | 01 November 2023 00:00 |
| Company: | The Collaborative Exchange |
|---|---|
| Website: | www.financialplanning-summit.co.za |
We are pleased to announce that registration is now open for the Financial Planning Summit 2023, which will be held virtually on 31 October and 1 November 2023. The theme for this year’s Summit is “The changing financial advisory landscape: Future-proofing your business”.
Launched in 2020 by The Collaborative Exchange, SA’s leading financial conference organisers, this event has been an outstanding success, with 1 447 financial advisors attending the last Summit. The Financial Planning Summit is unique in so many ways, but more importantly, it focuses on the business of financial planning. The 2023 event will be no different, and by registering, financial advisors will benefit as follows:
• Learn about the latest trends impacting financial advice from local and international speakers. The Summit features David Haintz from Global Adviser Alpha from Australia and Rishi Kumar from London – a global expert on AI, who will provide insights into the world of artificial intelligence and how it is already disrupting the financial services industry.
• Practical lessons to plan for succession, mentorship and/or acquisition in your practice.
• Learn why everyone wants to buy financial advice businesses and what to look out for.
• Find out how advice models are changing in SA and change catalysts on the horizon.
• The changing retirement 2-Pot system and how financial advisors can remain relevant.
An excellent line-up of domestic and international speakers will share their insights during the Summit. You will walk away with practical new insights on creating ongoing value in your financial advisory practice.
Registration for the Summit is only R1 000.00 (excluding VAT). Content will be available live or on-demand up until the end of November 2023. CPD points will be allocated for the content that you view and is subject to the approval of The Financial Planning Institute.
Register now, by clicking on the below link to reserve your place at this unique thought leadership event.
View the full agenda, speaker line-up and register for the virtual content on the registration website. www.financialplanning-summit.co.za
If you require assistance, please feel free to contact us via email at info@financialplanning-summit.co.za or call us on 087 898 5490 | 087 809 3793.
