Launched in 2020, the inaugural Financial Planning Summit was an outstanding success, with nearly 1000 delegates enjoying the market-leading content.

The virtual conference will be brought to delegates by The Collaborative Exchange and in conjunction with Investec and Adviceworx as the lead associate sponsors. Discovery, Momentum, Glacier Invest, Old Mutual Wealth, Iress and OUTvest are other associate sponsors.

The Collaborative Exchange is a specialist strategic advisory and research business that works with investment managers and wealth managers/financial advisers throughout South Africa. It also owns the intellectual property rights for arguably South Africa’s largest industry events including The Investment Forum, Meet the Managers and The Investment Think-Tank.

The conference will cover the latest developments in the financial planning landscape during the COVID-19 pandemic, including the future of financial planning, the pros and cons of vertically integrated financial planning practices, how to set up your practice for continued growth and expansion, technological developments that are reshaping the industry as well as many other relevant subjects. Leading local and international experts in their respective fields will be speaking at the event.

Conference website