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IMPROVE THE EFFICIENCY
AND EFFECTIVENESS
OF YOUR FSP
PREPARE YOUR FSP FOR
THE ADVICE WORLD
OF TOMORROW
DELIVER INVESTMENT
ADVICE THAT IS
EVIDENCE BASED AND
ENSURES SUITABILITY
DELIVER ADVICE
THAT GUIDES
CLIENTS TO
FINANCIAL WELLBEING
ENHANCE THE
ADVICE EXPERIENCE
YOU DELIVER
COACH CLIENTS
TO BETTER OUTCOMES
PRACTICALLY INTEGRATED
BEHAVIOURAL
FINANCE INTO YOUR
ADVICE PROCESS

PREPARE YOUR FSP FOR THE ADVICE WORLD OF TOMORROW

PREPARE YOUR FSP FOR THE ADVICE WORLD OF TOMORROW

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DELIVER ADVICE THAT GUIDES CLIENTS TO FINANCIAL WELLBEING

DELIVER ADVICE THAT GUIDES CLIENTS TO FINANCIAL WELLBEING

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PRACTICALLY INTEGRATED BEHAVIOURAL FINANCE INTO YOUR ADVICE PROCESS

PRACTICALLY INTEGRATED BEHAVIOURAL FINANCE INTO YOUR ADVICE PROCESS

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COACH CLIENTS TO BETTER OUTCOMES

COACH CLIENTS TO BETTER OUTCOMES

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ENHANCE THE ADVICE EXPERIENCE YOU DELIVER

ENHANCE THE ADVICE EXPERIENCE YOU DELIVER

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DELIVER INVESTMENT ADVICE THAT IS EVIDENCE BASED AND ENSURES SUITABILITY

DELIVER INVESTMENT ADVICE THAT IS EVIDENCE BASED AND ENSURES SUITABILITY

Should an SA investor still consider emergingmarkets?

Should an SA investor still consider emergingmarkets?

Diversification benefit South African investors often ask whether it makes sense to have exposure to global emerging markets in their portfolios. One reason is that the South African market is highly correlated with emerging markets, given that South Africa itself is...

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Is the USA stock market too expensive

Is the USA stock market too expensive

Outperformance of the USA The S&P 500 has enjoyed a stellar decade of growth, compounding at 12% in US dollars. In comparison, the MSCI ACWI (All Country World Index), excluding the USA, has compounded at only 5% over the same period. The dominance of the US...

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Should I time the rand when investing offshore?

Should I time the rand when investing offshore?

Counterbalance of exchange rate and equity markets The South African rand is one of the most volatile currencies globally compared to advanced economies and emerging market peers. Only the Russian rouble and Argentinian peso have been more volatile in the last decade....

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IMPROVE THE EFFICIENCY AND EFFECTIVENESS OF YOUR FSP

IMPROVE THE EFFICIENCY AND EFFECTIVENESS OF YOUR FSP

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