Upcoming Events

 

MAY 2024 – HYBRID Breakfast with SAIFAA

MAY HYBRID BREAKFAST 08:30-09:30 | 10 MAY, 2024 📅 Date: 10 May 2024 🕗  Time: 08:00 - 10:00 📍Location: The Edge, Knightbridge Office Park 📍 (Just off William Nicol off-ramp from the N1) Your clients can't afford for you to miss this next session! This exclusive breakfast meeting is all about amplifying your impact and enriching your professional toolkit...

Past Events

 

APRIL 2024 – Breakfast with SAIFAA

APRIL BREAKFAST 08:30-09:30 | 5 APRIL, 2024 As the leaves begin to turn and we welcome the cooler days of autumn, it's the perfect time to reconnect, learn, and grow with your fellow independent financial advisors. We have an exciting lineup of events and updates to share with you, so let's embrace the change of...

MARCH 2024 – Breakfast with SAIFAA

MARCH BREAKFAST 08:30-09:30 | 1 MARCH, 2024 Please save this date for an important presentation by the INSETA manager for Learnerships and Youth Development at INSETA, Ms Akhona Wotshela. Thank you very much to Ben Holtzhauzen, who referred our community to them! Ben told us how he uses the INSETA subsidies to enlist new employees in...

FEB 2024 – Breakfast with SAIFAA

FEBRUARY BREAKFAST 08:30-09:30 | 2 FEBRUARY, 2024 Happy New Year! As we embark on the exciting journey that 2024 promises to be, we hope this year unfolds with great success and purpose for us all. In our last Breakfast with SAIFAA session, we delved into some crucial conversations, one of which was around BBBEE. However...

NOV 2023 – Breakfast with SAIFAA

NOVEMBER BREAKFAST 08:30-09:30 | 3 NOVEMBER, 2023 As we grow our IFA practices, we're constantly reminded that the role of an independent financial advisor is not just limited to offering financial advice. One of the many additional value-adds that we offer is the process is ensuring tax efficiency for our clients. Accountuit introduces a paradigm...

OCT 2023 – Breakfast with SAIFAA

OCTOBER BREAKFAST 08:30-09:30 | 6 OCTOBER, 2023 What does the future advisory business look like by forming a strategic alliance with Prime, which is 100% independent advisor-focused? As Independent Financial Advisors, we continually seek ways to elevate our client offerings and sharpen our edge. Prime Investments might hold some answers to these questions: How can...

SEP 2023 – Breakfast with SAIFAA

SEPTEMBER BREAKFAST 08:30-09:30 | 1 SEPTEMBER, 2023 This 1st of September, we will be blossoming with fresh perspectives and "thinking out of the box". I know the term is overused, but join us to have a look at the Boston VAS (value-added service) available to all our SAIFAA members and their clients. This is an...

AUG 2023 – Breakfast with SAIFAA

AUGUST BREAKFAST 08:30-09:30 | 4 AUGUST, 2023 Are you ready to harness the power of data-driven insights for the growth of your business? Are you prepared to investigate and navigate the opportunities in your practice in a data-driven world? On August 4th, join us for our next breakfast networking event where Liana Ahrens Teixeira, MSc...

JULY 2023 – Breakfast with SAIFAA

JULY BREAKFAST 08:30-09:30 | 7 JULY, 2023 Are you ready for the changes in the retirement industry? Have you heard about the “two-pot” system? Are you prepared?  From 1 March 2024, the proposed “two-pot” retirement system will come into effect, as per the information issued by National Treasury. So how does this affect you and...

JUNE 2023 – Breakfast with SAIFAA

JUNE BREAKFAST 08:30-09:30 | 2 JUNE, 2023 In our upcoming session we will introduce you to a team that's at the forefront of technology sales and services - TechConnectSA. TechConnectSA is a dynamic group of innovators, fintech, and sales professionals who are shaping the future of technology sales and services. With decades of combined expertise...

MAY 2023 – Breakfast with SAIFAA

MAY BREAKFAST 08:30-09:30 | 5 MAY, 2023 Cliqtech is all about helping people build generational wealth. They want to provide clients with personalised and relevant financial products exactly when needed. They also help customers draft their Will, making sure that their wealth is passed down to their loved ones in accordance with their wishes. PANEL:...

APRIL 2023 – Breakfast with SAIFAA

APRIL BREAKFAST 08:30-09:30 | 31 MARCH, 2023 One of our members recently had a scenario where his practice basically evaporated due to one glitch in his planning. With so many concerns about keeping our businesses running, it's easy to overlook factors that will undermine the success and succession of our practices. At this next session...

MARCH 2023 – Breakfast with SAIFAA

MARCH BREAKFAST 08:30-09:30 | 3 MARCH, 2023 The time we spend on compliance, research and other due diligence is overwhelming. As a community of IFAs, it's vital that we pool our knowledge and expertise in order to continually offer our clients the best independent advice, and remain profitable as businesses contributing to our local economy...

FEBRUARY 2023 – Breakfast with SAIFAA

FEBRUARY BREAKFAST 08:30-09:30 | 3 FEBRUARY, 2023 If you've never had to visit the Master of the High Court, count yourself lucky! For most of us, assisting client with diseased estate management has included trips to this office of the High Court, and it can be a task that is burdened with overwhelming administration and...

DECEMBER 2022 – Breakfast with SAIFAA

DECEMBER BREAKFAST 08:30-09:30 | 2, DECEMBER2022 We're really going to need YOUR input in our next breakfast session! Deloitte recently shared a report on 10 disruptive trends about to hit the wealth management sector (and only one area in which we all help our clients). Some of these include understanding: The Re-wired Investor Science vs Human-based Advice...

NOVEMBER 2022 – Breakfast with SAIFAA

NOVEMBER BREAKFAST 08:30-09:30 | 4 NOVEMBER, 2022 Our current SAIFAA secretary, Johann KrĂĽger was referred to a new client who indicated from the start he is not interested in upfront commissions as a percentage of investments. Following on from our SAIFAA Breakfast in April, where we had a panel presenting on the different ways to...

OCTOBER 2022 – Breakfast with SAIFAA

OCTOBER BREAKFAST 08:30-09:30 | 7 OCTOBER, 2022 Proposed new legislation and compliance will affect us all, from our wallets to our ability to help our clients. We've been chatting with Anton Swanepoel over the last few months and are grateful to have him come and join us for this breakfast session. He is a renowned...

AUGUST 2022 – Breakfast with SAIFAA

AUGUST BREAKFAST 08:30-09:30 | 5 AUGUST, 2022 Are you frustrated with social media and people trying to get you on there? Tim Slatter recently shared a helpful article on LinkedIn with three questions to ask ourselves before we throw in the towel with our social media strategy. You can read his article here. At the...

JULY 2022 – Breakfast with SAIFAA

JULY BREAKFAST 08:30-09:30 | 1 JULY, 2022 Alex Babich, the SAIFAA chairperson, has found some lesser-known knowledge that has been overlooked and has challenged the thinking and compliance setup for his practice (which he shares in this session). Compliance is one of the most challenging parts of our jobs (because it's possibly the least enjoyable)...

JUNE 2022 – Breakfast with SAIFAA

JUNE BREAKFAST 08:30-09:30 | 3 JUNE, 2022 With COVID inspired changes as a departure point, Mike Clare compares how the game of cricket - which dominated his life in the 80s – has changed with how advisory practices have evolved, and in some instances need to evolve. GUEST SPEAKER: Mike Clare | Mike Clare Consulting...

MAY 2022 – Breakfast with SAIFAA

MAY BREAKFAST 08:30-09:30 | 6 May, 2022 Simplify your revenue; simplify your life. PANEL: Martha Koekemoer | Commspace TOPIC: The benefits of pro-actively managing your advice-practice revenue One of the most time-consuming activities for IFAs involves managing the inflows and outflows of cash for your practice. Whether you're a fee-only practice or earn commissions off...

APRIL 2022 – Breakfast with SAIFAA

APRIL BREAKFAST 08:30-09:30 | 1 April, 2022 How are you charging your clients? We've organised a super panel of IFAs who have different business models for charging their clients upfront fees. Some of our SAIFAA members and their colleagues are successfully running fee-based, lifestyle financial planning practices. We've asked them to come and share some...

MARCH 2022 – Breakfast with SAIFAA

MARCH BREAKFAST 08:30-09:30 | 4 March, 2022 After some great feedback from our February Breakfast with SAIFAA, we've received some encouraging ideas from our members and have applied this to our next TWO sessions already. First up - in March we will be hearing from the South African Asset Map team, Work That Matters. Then...

FEBRUARY 2022 – Breakfast with SAIFAA

FEBRUARY BREAKFAST 08:30-09:30 | 4 February, 2022 KEYNOTE: Paul Wilson | CIO: Sanlam Investments Multi-Manager TOPIC: Common adviser concerns and how to face them Paul joined Sanlam in 2011 as an investment analyst; was subsequently appointed as Head of Manager Research in 2013 before being appointed to his current position of Chief Investment Officer (CIO)...

DECEMBER 2021 – Breakfast with SAIFAA

DECEMBER BREAKFAST 08:30-09:30 | 3 December, 2021 KEYNOTE: Tim Slatter | Slatter Communications & Contatto TOPIC: Digital Communication for 2022 Tim Slatter brings a wealth of knowledge to financial advisers in a way that helps them understand the importance of their online brand in context of their client relationships, business model and value proposition. With a degree...

NOVEMBER 2021 – Breakfast with SAIFAA

NOVEMBER BREAKFAST 08:30-09:30 | 5 November, 2021 KEYNOTE: Bernard Wessels | Coronation Fund Managers TOPIC: Making a case for SA equity. Bernard will provide us with a brief overview of the global and local macro-economic environment and the key long-term trends and risks for investors based, and make a strong case for SA equity. These one-hour networking events will allow...

B-BBEE IFA Practice Report Webinar

B-BBEE IFA Practice Report Webinar As required by the Financial Sector Transformation Council (FSTC) This member-access webinar covers the vital subject of B-BBEE and how it will impact your IFA Practice. Do you know what will happen if you don’t/didn't submit the required Financial Sector Transformation Council (FSTC) – B-BBEE IFA Practice report on your...

IEBC WEBINARS – 2020

In October 2020, on the 15th and 22nd, we will be hosting two FREE TO ATTEND webinars for Independent Employee Benefit Consultants (IEBCs). Nearly 80% of employers find it difficult to choose the best employee benefit funds for their businesses*. The commercial umbrella fund market has spun the industry for a loop, with the rapid transition...

WEBINAR SERIES – FOR FINANCIAL ADVISORS AND THE PUBLIC

This July and August, the South African Independent Financial Advisors Association (SAIFAA) will be hosting a series of Certified Post Retirement Practitioner (CPRP®) webinars, to address the often-neglected issue of Post-Retirement Planning. Marketing and brand experience experts, CWDi, have been appointed to manage the webinars. The webinar series is the first of its kind in...

SEPTEMBER 2019 | Post-Retirement Planning Course & Certification

If you want to enhance your value proposition and boost your qualifications, this course will equip you to advise, guide and help your clients, their spouses and families towards a better understanding of, and preparing themselves for, the multitude of realities and challenges of retirement...
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