Future Financial Planner


As financial planning evolves, the future financial planner looks very different.

This one-day workshop is the pre-cursor to The Stage 4 Accelerator. It is designed to bring you up to speed with where we’ve come from, where we are, and where we’re going. It’s designed to be interactive, practical and if you’re forward-thinking, we hope inspirational too.

In fact, rather than you just sitting and listening, we’ll be thinking, learning, discussing and doing stuff together.

You’ll come away with:

  • A solid understanding of the problems financial planners currently face
  • The chance to ask big questions and get the answers you need
  • A vision for a bright and sustainable future for quality lifestyle financial planners
  • Networking opportunities with like-minded planners
  • A successful blueprint and the beginnings of a one-page business plan

We’ll also explain The Stage 4 Accelerator development program, and give attendees that wish to get involved the opportunity to join at the next available dates.

What there won’t be:

  • Life office product technical or sales presentations
  • Fund or asset manager sales presentations
  • Corporate sponsorship, awards ceremonies, free USB data sticks or golf balls

Just great financial planning. How to do it, how to get paid for it, and how to build a sustainable business around it.

CT - 14 May

Time - 10:00-16:00
Venues - TBC
Cost - R1250 per delegate

JHB - 15 May

Time - 10:00-16:00
Venues - TBC
Cost - R1250 per delegate

DBN - 24 May

Time - 10:00-16:00
Venues - TBC
Cost - R1250 per delegate

CTN FFPW Event R1,250.00

JHB FFPW Event R1,250.00

DBN FFPW Event R1,250.00

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