Bullish on gold
The price of gold has risen amid geopolitical tensions and buying by central banks, decoupling from traditional indicators such as TIPS and ETFs.
Tips
Videos
Watch: MBSE launches RE training for FAIS representatives
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Easter Weekend – Stay safe on (and off?) the roads
With the Easter weekend upon us, we can expect higher traffic volumes, as many of us will be on the roads heading to holiday spots or visiting family and friends all over the […]
Online meetings – Four tips to add credibility
The time spent in virtual meetings has increased over the last three months. Although this has been because of the pandemic and lockdown rules, this new way of communicating is here to stay. […]
The new norm of video calls – 14 tips to set yourself and others at ease
Video calls and video conferences are now a part of our everyday life. Although it is not the same as meeting your client or colleague face-to-face, it is the best we can do […]
The new norm of video calls – 14 tips to set yourself and others at ease
Video calls and video conferences are now a part of our everyday life. Although it is not the same as meeting your client or colleague face-to-face, it is the best we can do […]
Short term insurance tips – Why the correct details of the client is important
Your clients cover their valuables under a short-term insurance policy as it gives them the needed financial security against loss or damage. Many claim rejections and Ombud cases have revealed that clients sometimes […]
Scams and get-rich-quick schemes – Tips and warning signals
As part of the FSCA’s Consumer Education Departments’ mandate to provide guidance to consumers in order to make better financial choices and to live a financially successful life, regular articles are published on […]
Behavioural science leads to better returns
Financial Planner of the Year shares tips – Behavioural science leads to better returns In a recent Business Report article, Janet Hugo Financial Planner of the Year, shares how behavioural finance can be […]
Tips for your clients (and you) – Four mistakes to avoid when in an accident
With the annual festive season around the corner and the formalities of year end functions and holiday travel that’s about to start it’s a good time to chat about precautionary measures with our […]
