Global Trends in Financial Planning with FPI's CEO Lelané Bezuidenhout

PROpulsion LIVE

In this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning.
We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP) designation with emerging trends such as micro credentialing and recognition of prior learning. Lelané shares her insights on how these elements are expected to integrate and evolve in the future.
The conversation then shifts to the use of artificial intelligence in financial planning. We examine the differences between free and paid AI tools, delving into the risks associated with each and the importance of using these tools responsibly to protect client interests.
We also discuss the global recognition of the CFP® designation and how financial planners can leverage this for international practice, followed by an analysis of recent changes in retirement systems. We draw parallels between the reforms in the Netherlands and South Africa's new Two Pot System, discussing how these changes position South Africa on a global scale and the need for holistic financial planning.
Lastly, we touch on the current issue regarding the Certified Financial Planner® versus Chartered Financial Planner designations and its implications for the industry and profession.
Join us to gain valuable insights into these pressing topics and understand how they are shaping the future of financial planning.
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--- Connect with Lelané ---
Lelané on LinkedIn: / lelan%c3%a9-bezuidenhout-cfp%c2%ae-83789b28
--- Learn more about PROpulsion ---
👉 https://www.propulsion.co.za/community

Chapters

1. Micro-Credentialing vs CFP Designation (00:00:06)

2. AI in Education (00:12:21)

3. Global Opportunities for Financial Planners (00:21:50)

4. Weekly Propulsion Show Closing Remarks (00:32:57)