fpi board exam feb 2015 workshop

Carmen Venter
About the Presenter
PREPARATION FOR FPI
BOARD EXAM 2015
Times and Venues:
Saturday 17th January 2015
09h00 – 16h00
Stonemill Ofﬁce Park, Waterstone House, 300 Acacia Road,
Darrenwood
PREPARATION FOR FPI
BOARD EXAM 2015
CONTENT FOR THE DAY:
Agenda times
Content detail
Carmen Venter – has been in the Insurance & Financial Industry since
1981 becoming a Financial Advisor in 1998. She has obtained an
HDIP Tax (RAU) in 2004 and completed her Post Grad Dip in Financial
Planning (UFS) in 2007. Carmen also successfully completed in 2011
a Post Grad Dip in Tax (Cum) with UFS obtaining 10 distinctions. She
is registered with the FSB and Medical Council. Is a CFP® Professional
Member of the FPI & a Master Member with the SA Institute of Tax
Professionals.
Carmen has successfully facilitated workshops in the Gauteng area for
students completing the Post Grad Diploma in Financial Planning since
2007. Students that have attended these workshops have been
successful in their exams – many obtaining distinctions as well as,
moving on to advanced studies. For more information, please access
her website www.futureﬁnance.co.za
Tea and Registration
Welcome
Who should attend:
Carmen Venter
09h00 – 10h30
GUIDELINES BY FPI – IN THE FORM OF
CASE STUDIES WHICH, INCLUDES
MAKING RECOMMENDATIONS TO
ADDRESS SHORTCOMINGS OR AREAS
OF CONCERN.
10h30 – 10h45
Tea break
10h45– 12h30
GUIDELINES BY FPI – IN THE FORM OF
CASE STUDIES WHICH, INCLUDES
MAKING RECOMMENDATIONS TO
ADDRESS SHORTCOMINGS OR AREAS
OF CONCERN.
LEGISLATION CHANGES THAT ARE
EFFECTIVE AND WILL HAVE IMPACT ON
EXAM.
Carmen Venter
PO Box 6571
Westgate
1734
Office: 011 026 9409
Cell: 082 880 7192
Fax: 086 276 0658
[email protected]
www.futurefinance.co.za
12h30 – 13h15
Lunch (please bring your own lunch)
14h30 – 14h00
Tea break
13h15 – 16h00
PAST EXAM PAPERS AND LEARNING
HOW TO SYNTHESISE AND APPLY TO
CASE ON HAND.
n All delegates registering with FPI to write the Feb 2015 Board
Exams to obtain their CFP® designation.
n The venue caters for 35 delegates only!
Investment
R750 is the investment you will make by registering for this full day
event!!.
Proof of payment to be included with the registration form.
Bank Account Details:
CF Venter
Standard Bank Braamfontein (004805)
Cheque account Number:200379429
Registration form overleaf to be completed, include proof of payment
and either fax to:
086 276 0658 OR scan and email to
[email protected]
CARMEN VENTER
EVENT:
17th JANUARY 2015
PROFESSIONAL COMPETENCY EXAM
[email protected]
Tel: 082 8807192/011 026 9409
Fax: 086 276 0658
REGISTRATION FORM
Name:
THE VENUE CATERS FOR 35 DELEGATES.
IT WILL BE BASED ON THE FIRST
REGISTRATION FORMS RECEIVED
Surname:
Occupation:
Postal Address:
AN INVOICE WILL THEN BE ISSUED FOR
PAYMENT TO SECURE BOOKING. IF
PAYMENT NOT RECEIVED WITHIN 7 DAYS OF
INVOICE DATE (EXC WEEKENDS AND PUBLIC
HOLIDAYS) , YOUR BOOKING WILL BE
FORFEITED TO THE NEXT IN LINE.
Email address:
Cell number:
Business number:
Invoice address:
PLEASE SHARE WITH ME CONCERNS YOU MAY HAVE
WITH REGARDS TO THE BOARD EXAM AND OR YOUR
SHORTCOMINGS THAT YOU FEEL MAY HAMPER YOUR
SUCCESS IN THIS EXAM:
Signature:
Date signed:
Module:
PROFESSIONAL COMPETENCY EXAM
Cost
R750.00
Payment:
Eft payments to be made to C Venter:
Standard Bank, Braamfontein Branch Code 004805
Cheque Account number: 200379429
KEEP YOURSELF UPDATED: BOOK FOR
THE FINANCIAL PLANNING UPDATE
SEMINARS ON:
6 FEBRUARY 2015
19 JUNE 2015
19 SEPTEMBER 2015
MAKE ENQUIRIES WITH CARMEN

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