acsis 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.

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October 2011

October: your journey to financial well-being: moving beyond the numbers

Recent research has shown that many people do not understand the true value that a financial planner can add to their lives. There is a common misconception that planners are there simply to assist clients in selecting the products and funds that they want... For more information, click here
November 2011

November: investment profiling - proceed with caution

The global war on terror has given rise to some contentious policies, none more so than the policy of profiling individuals based on quite dubious criteria. As we all know, this has resulted in a number of disastrous and often embarrassing consequences. In a similar vein, the war on bad financial advice has seen many financial planners conducting their own form of profiling – risk profiling. But this practice is also based on dubious criteria and has resulted in some disastrous financial consequences for those who have invested their money based purely on their apparent risk appetites.  ... For more information, click here
February 2012

February: rising from your debt bed

The start of a new year holds the hope and promise of many good things to come. Unfortunately, many people embark on the year with a bad ‘hangover’ brought on by their festive season spending. But while mounting debt can spiral out of control, getting out of debt is possible.  This presentation will help you understand how to manage your debt and finances wisely so that you give yourself the chance to attain financial freedom. ... For more information, click here