Are you prepped and ready for the COFI Act ft. Anton Swanepoel - S3E38 скачать в хорошем качестве

Are you prepped and ready for the COFI Act ft. Anton Swanepoel - S3E38

Since 2004, Financial Advisers in South Africa have been adapting to the FAIS Act as the main legislation regulating the industry and profession. We have come a long way. And now things are set to change again. The COFI Bill (Conduct of Financial Institutions) aims to significantly streamline the legal landscape for conduct regulation in the financial sector, and to give legislative effect to the market conduct policy approach. Join Francois du Toit and Anton Swanepoel, renowned practice management and compliance coach, for an update on this important looming change. --- Connect with our guest --- Anton Swanepoel - LinkedIn:   / anton-swanepoel-3752a814   Website: https://www.trustedadvisor.co.za/ About Trusted Advisor: Our purpose is to equip, support, inspire, and encourage every financial advisor and intermediary who aspires to be a Trusted Advisor and desires to establish and grow a successful practice. --- Downloads --- One page summary of FSP: https://www.propulsion.co.za/sionprop... 10 step process of professional client engagement: https://www.propulsion.co.za/sionprop... --- Please subscribe to the YouTube channel --- Click the SUBSCRIBE button above --- PROpulsion Tech 2023 --- Save the date: https://www.propulsion.co.za/tech --- Taxspace Software --- Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client's tax into opportunity. PROpulsion Pro members get 10% off for the first 12 months. Website: https://www.taxspace.app --- Learn more about PROpulsion Pro --- https://www.propulsion.co.za/pro --- Our favourite software and tools --- We have been using all of the tools for over 3 years in most cases and they have made a significant difference to our business. We recommend with confidence. Some links are affiliate links and we earn a small commission when you purchase using our links. It is a great way to help support the channel and it does not cost you anything extra. LastPass (Password Manager): https://www.propulsion.co.za/lastpass Absolute Hosting: https://www.propulsion.co.za/hosting Screencast-o-matic (Screen Recording): https://www.propulsion.co.za/som Buzzsprout (Podcast Hosting): https://www.propulsion.co.za/buzzsprout Canva: https://www.propulsion.co.za/canva --- Connect with Us --- Website: http://www.propulsion.co.za PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion Whatsapp: https://www.propulsion.co.za/whatsapp Twitter:   / propulsionlive   LinkedIn:   / francoisdtza   Instagram:   / propulsionlive   #cofi #financialplanning #regulation