why a financial planning club?
We all dream of being financially secure and independent. But sadly for many, this dream is seldom realised as we don’t have enough financial knowledge and skills to make informed decisions and take appropriate actions.
 The reality is that a large proportion of South Africans are not sufficiently educated on financial matters. This lack of financial knowledge is one of the main contributing factors to our poor savings culture, and has led to the majority of people not being financially secure during their retirement.
Educational programmes and initiatives therefore need to be directed at helping people to understand the importance of saving and taking control of their financial well-being. Both acsis and Personal Finance have recognised this need and through the financial planning club, have made a commitment to educate people on finances, investments, behavioural finance and the importance of holistic financial planning.
about the club
The club takes the form of monthly presentations held in Cape Town, Durban, Johannesburg and Pretoria. The presentations are held from 6 - 7pm and aim to educate you on a broad range of personal finance, financial planning and investment-related issues.
The presentations are not designed to enable you to develop your own financial and investment plan, but rather to assist you to properly interact with a professional financial planner. We believe that if you are equipped with sufficient knowledge, you’ll be able to identify a financial planner who will treat you as an individual. After all, financial planning should primarily be about you and not about your money.
If you would like more information about the club, click here.
read a few of our members' comments below:
Alan Becker, an administration consultant, has been a member of the club since its inception more than ten years ago: “The premise under which the club was started was that it would provide information on financial matters in plain layman’s language, so that financial issues become easily understandable by the man on the street. That’s why I joined and the club has not failed to deliver the goods yet. Over the years, I have been a company secretary, compliance officer and also principal officer of a pension fund and provident fund. The club has helped keep me up to date on financial issues and abreast of legislative changes. One of the best things for me is that the presentations are easy to understand and the environment is not intimidating – making it easy for the audience to ask questions. The club is extremely successful because it goes back to the basics.”
Mark Richards, a business management student: “I joined the club after my dad had been a member for a few years. Its nice to get an overview of the economy and the knowledge I am gaining will stand me in good stead in years to come. I would rather learn as much as I can about finances from a young age than wait till I am older. I’ve been a member for a year and am definitely going to renew my membership. The presentations are easy to understand and the speakers are always top-notch, high caliber individuals who are well respected in their industry. Definitely, I would recommend that young people in their twenties and thirties should join the club.”
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