2012 Annual FPI Convention – 20 & 21 June 2012

Book before 31 March 2012 and stand in line to win one of two Apple iPads (32GB + 3G/Wifi) valued at over R6000.00!


20-21 June 2012 – FPI members can claim 12 CPD points

Put yourself a decade ahead of the pack and learn how you, as a financial planner, can adapt your mindset and embrace change to succeed in an ever-changing world. The programme includes:-

Two international speakers:

  • Dr. David Rock – an international thought leader in the human performance coaching field will show you how to transform your thinking and performance through neuroleadership.
  • Phil Billingham – Strategy consultant from the UK provides insight into “Treating Customers Fairly” - the lessons learned in the UK, strategies and tactics used by successful firms, not only to meet regulatory requirements, but also to build better and more profitable relationships with their clients.

Two local professional speakers:

  • Barrie Bramley – intelligently disrupting how you think about the future and providing insight into what social media can do for your business
  • Sibusiso Vilane – one of South Africa’s most inspirational heroes, will inspire you to overcome challenges and reach the top of your mountains, whatever they are.


An impressive line-up of local experts including: Clem Sunter, Errol Meyer, Jerry Botha, Walter Geach, Gerhardt Meyer, John Campbell, Kim Potgieter and Marius Botha.

An exciting choice of panel discussions (with opportunity for delegate participation), including:

  • Investment gurus Anne Cabot-Alletzhauser and Gavin Wood will be answering questions on the investment market posed by Bronwyn Nielsen from CNBC Africa
  • A discussion on the future of employee benefits with Selwyn Jehoma covering NSS and Dr Anban Pillay covering NHI. These panellists will be answering questions posed by Andrew Crawford and Andre Jacobs.
  • 3 past winners of the Financial Planner of the year Competition share their tips for success - Warren Ingram, Natasja Norval Hart and Alec Riddle
19 JUNE 2012
14h00-15h00 Ballroom 1 University of the Free State Graduation Ceremony
14h00-18h00 Foyer of Exhibition Hall 1 Convention registration opens
15h30-16h30 Ballroom 1 FPI AGM
17h00-18h00 Bill Gallagher Induction Ceremony for CFP®, AFP™ and RFP™ professionals
18h30-20h00 Boardroom 1/2/3 FPI VIP COCKTAIL (by invitation)


20 JUNE 2012
PLENARY SESSIONS (Ballroom 1) MC: Bronwyn Nielsen
07h00-08h50 Convention registration
08h50-09h00 Opening - Solly Keetse, FPI Chairperson
09h00-10h00 Transform thinking and performance through neuroleadership -
Dr David Rock
David Rock is one of the thought leaders in the human-performance coaching field. David has trained over 10,000 executive, personal and workplace coaches in more than 64 countries. He is the author of Quiet Leadership, Coaching with the Brain in Mind and Your Brain at Work. David coined the term “NeuroLeadership” and is the founder and CEO of NeuroLeadership Group, which helps Fortune 500 clients transform thinking and performance.
10h00-10h45 Economic update – Clem Sunter The state of our finances in relation to the rest of the world. Reasons to be optimistic.
10h45-11h00 Announcement of the finalists of the Financial Planner of the Year, witness the Chairman’s and Media Awards
11h00-11h30 Tea/Coffee Break In Exhibition 1


11h30–12h45  Estate Planning - Errol Meyer
15 things that changed in Estate Planning over the past five years. Changes which you need to consider for all your clients.
The future of employee benefits given NHI/NSS - Andrew Crawford, Andre Jacobs, Selwyn Jehoma, Dr Anban Pillay
A panel discussion
12h45–13h30 Lunch In Exhibition 1
13h30–14h40 Trusts - Walter Geach
Case studies on trusts and insights on ‘offshore trusts’. Implication of the new Companies Act for trusts.
Tax Planning - Jerry Botha
The 20 tax law changes that all financial planners must be aware off, tax planning for the future and five critical tax case law decisions which impact on our profession and clients.


PLENARY SESSIONS (Ballroom 1) MC: Bronwyn Nielsen 

14h45–15h30 Possible future scenarios for the financial planning profession -
Gerhardt Meyer
What we can learn from experiences and regulatory developments in other countries; what we could potentially see happening in the SA regulatory space; what we need to accept if we are to be recognised as a profession; how to leverage off the opportunities presented to us by the changes in the environment.
15h30–16h00 Tea/Coffee Break In Exhibition 1
16h00–16h45 Treating customers fairly - Phil Billingham  Phil will share his insights on his experience of TCF since it was introduced in the UK in 2005.
16h45–17h45 Social Media and how it can build your business - Barrie Bramley


20 JUNE 2012

18h00–18h30 Sterling EQ (SAMA Award-winning instrumental supergroup)
18h30–18h45 Announcement of the 2012 Financial Planner of the Year
18h45–21h00 Cocktails, networking and more music by Sterling EQ

21 JUNE 2012
08h30-09h30 Investment panel discussion -
Anne Cabot-Alletzhauser, Gavin Wood and Candice Paine
chaired by Bronwyn Nielsen
09h30-09h45 Top Students Awards


09h45–10h45 Learn from the Pros –
Warren Ingram, Natasja Norval Hart, Alec Riddle
past winners of the Financial Planner of the Year share their tips for success.
Case Study - Marius Botha
10h45–11h15 Tea/Coffee Break and Exhibition Awards in Exhibition 1
11h15–12h15 Future Fit: Get ahead of the game -
John Campbell and Kim Potgieter
Clients expectations of financial planners are changing. To remain relevant we need to customise our approach to what our clients need/want from us. Our presenters will also cover how to prepare for an FSB audit. 
Case Study continued
Marius Botha 
12h15–12h20 Closing in Ballroom 1 - Derek McGowan, Convention Committee Chairperson
12h20–13h20 Sibusiso Vilane is the first black African to complete the Three Poles Challenge - North and South Pole and Mount Everest. He is one of South Africa’s most inspirational heroes. The driving force behind Vilane’s gutsiness is the will to encourage all young Africans to “reach the top” in their personal journeys through life. "I just want them to realise that they are unique as Africans and we can match the world with anything we do – be it sport, be it business, be it anything. There will be challenges, but it's about just being persistent and not giving up," he says. If he can do that in the most dangerous and inhospitable of conditions and against all the odds so, he suggests, can you.
13h20–14h00 Lunch in Exhibition 1

Book before 31 March 2012 and stand in line to win one of two Apple iPads (32GB + 3G/Wifi) valued at over R6000.00!

Dates and venues
20 & 21 June 2012 – Johannesburg, Sandton Convention Centre (011-779 0000)

The Fees (VAT Inclusive)
FPI Member Early Bird – R3624.50 per delegate
Non Member Early Bird – R4169.00 per delegate
FPI Member Normal – R4169.00 per delegate
Non Member Normal – R4790.50 per delegate
Cocktail included in the conference package

Book before 31 March 2012 and stand in line to win one of two Apple iPads (32GB + 3G/Wifi) valued at over R6000.00!

FPi Media Registration Form

FPi Board Member Registration Form

FPi Group Registration Form 

FPi Individual Registration Form