Financial planning in South Africa

From pensions to regulation, we shine a spotlight on financial planning in South Africa
by Bethan Rees

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As with any profession in financial services, there are nuanced and stark differences across the world. In this article we look at the market for financial planning in South Africa, the needs of South African clients, the regulatory climate, and the approach of CFP® professionals.
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Published: 29 Apr 2021
Categories:
  • Compliance
  • International regulation
  • Financial Planning
Tags:
  • featured
  • South Africa
  • retirement
  • Retail Distribution Review
  • Regulation
  • Pensions
  • financial planning
  • financial literacy
  • Covid-19
  • CFP
  • adviser

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