Page 9 - Profiles's Unit Trusts & Collective Investments - September 2024
P. 9

BLUE



                                       CHIP








                   REACH THE FINANCIAL PLANNING

                  COMMUNITY OF SOUTHERN AFRICA


                   PUBLICATION DATES JAN | APR | JUL | OCT





                      BLUE   Issue 90 • Feb/Mar/Apr 2024  BLUE   Issue 89 • Nov/Dec/Jan 2024
                             www.bluechipdigital.co.za
                                                         www.bluechipdigital.co.za
                      CHIP                        CHIP
                       0.5  CONTINUOUS  0.5  CONTINUOUS  0.5  CONTINUOUS  0.5  CONTINUOUS
                                                             PROFESSIONAL DEVELOPMENT
                                                    PROFESSIONAL DEVELOPMENT
                      THE OFFICIAL PUBLICATION OF THE FPI  PROFESSIONAL DEVELOPMENT   THE OFFICIAL PUBLICATION OF THE FPI
                         PROFESSIONAL DEVELOPMENT
                       01 01  CONTINUOUS  01  CONTINUOUS  01 01  CONTINUOUS  01  CONTINUOUS
                                                             PROFESSIONAL DEVELOPMENT
                                                    PROFESSIONAL DEVELOPMENT
                         PROFESSIONAL DEVELOPMENT   PROFESSIONAL DEVELOPMENT
                       1.5  CONTINUOUS  1.5  CONTINUOUS  1.5  CONTINUOUS  1.5  CONTINUOUS
                                                    PROFESSIONAL DEVELOPMENT
                                                             PROFESSIONAL DEVELOPMENT
                         PROFESSIONAL DEVELOPMENT   PROFESSIONAL DEVELOPMENT
                                                   02  CONTINUOUS  02  CONTINUOUS
                       02  CONTINUOUS  02  CONTINUOUS  PROFESSIONAL DEVELOPMENT   PROFESSIONAL DEVELOPMENT
                         PROFESSIONAL DEVELOPMENT   PROFESSIONAL DEVELOPMENT
                     The growing threat of
                     CYBERCRIME
                     ETFs, ETNs & AMCs
                     The future of investing?
                     MEET LARA WARBURTON
                     2023 Financial Planner of the Year  Noel de Kock, CFP®
                              L
                                N
                               I
                                   E
                            A
                                 V
                          O
                           B
                                     T
                         L
                       G GLOBAL INVESTMENT                           Tom Brukman,  CFP®
                                      M
                                           T
                                    S
                                        E
                                         N
                                A
                                   E
                                    G
                                     Y
                                 T
                              T
                             S STRATEGY          FINANCIAL PLANNER OF THE YEAR 2023
                               R
                                                 Meet this year’s three finalists
                                                                    Lara Warburton, CFP®
                                                                .
                                                        .
                       Ferdi van Heerden, CEO for Momentum Investments   .  TECHNOLOGY       RETIREMENT PLANNING       OFFSHORE INVESTING
                      BLUE   Issue 88 • Aug/Sept/Oct 2023  BLUE   Issue 86 • January/February/March 2023
                                                         www.bluechipdigital.co.za
                             www.bluechipdigital.co.za
                      CHIP                        CHIP
                       0.5  CONTINUOUS  0.5  CONTINUOUS  0.5  CONTINUOUS  0.5  CONTINUOUS
                                                            PROFESSIONAL DEVELOPMENT
                                                    PROFESSIONAL DEVELOPMENT
                         PROFESSIONAL DEVELOPMENT
                      THE OFFICIAL PUBLICATION OF THE FPI  PROFESSIONAL DEVELOPMENT   THE OFFICIAL PUBLICATION OF THE FPI
                                                   01  CONTINUOUS  01  CONTINUOUS
                       01 01  CONTINUOUS  01  CONTINUOUS  PROFESSIONAL DEVELOPMENT   PROFESSIONAL DEVELOPMENT
                         PROFESSIONAL DEVELOPMENT   PROFESSIONAL DEVELOPMENT
                                                   1.5  CONTINUOUS  1.5  CONTINUOUS
                                                    PROFESSIONAL DEVELOPMENT
                                                            PROFESSIONAL DEVELOPMENT
                       1.5  CONTINUOUS  1.5  CONTINUOUS
                         PROFESSIONAL DEVELOPMENT   PROFESSIONAL DEVELOPMENT
                                                   02  CONTINUOUS  02  CONTINUOUS
                                                    PROFESSIONAL DEVELOPMENT   PROFESSIONAL DEVELOPMENT
                       02  CONTINUOUS  02  CONTINUOUS
                         PROFESSIONAL DEVELOPMENT   PROFESSIONAL DEVELOPMENT
                                                 DISCRETIONARY
                                                 FUND MANAGERS
                     GETTING IT RIGHT            Bridging the gap
                     Offshore investment
                                                 PALESA DUBE
                     RETIREMENT PLANNING         Meet the 2022 Financial
                     Clients’ financial independence  Planner of the Year
                     How big is your shield      What lies
                     against AI?                 ahead for 2023?
                     The ABCs of COFI for FSPs   THE FUTURE OF INVESTING
                         Anton Swanepoel explains the implications   Jeanette Marais, CEO, Momentum Investments
                        Advertising inquiries: sales@gan.co.za
                                www.bluechipdigital.co.za
   4   5   6   7   8   9   10   11   12   13   14