The Impact of COVID-19 on Investment and Retirement Planning


Date: Aug 12, 2020 - Aug 12, 2020

CPD hours: 2 Hours

Time: 10:00 - 12:00

Event Type: Webinar

Presenter: Zama Dikana
Business Development Manager

In this second webinar of the Financial Fitness for the Future series, Zama Dikana, Old Mutual's Business Development Manager - Retail Savings and Income Business, takes a closer look at the economic impact of COVID-19 globally and in South Africa.

Overview 

In this second webinar of the Financial Fitness for the Future series, Zama Dikana, Old Mutual's Business Development Manager - Retail Savings and Income Business, takes a closer look at the economic impact of COVID-19 globally and in South Africa. He will focus on how the pandemic affected labour and employment in South Africa, the CPI and Repo Rate, as well as mortgage bonds and vehicle finance. Zama will also discuss some key investment principles that one needs to adhere too, especially during a time such as now. Finally, he will discuss the value of having financial advice.

Join Zama Dikana on 12 August 2020 from 10:00 a.m. to 12:00 p.m. as he discusses the effect of the current pandemic and how you should see this as an opportunity to have a re-look at your budget, savings, and investment goals.


Learning objectives

By the end of this event the participant will:

  • Learn that crisis often presents opportunity – in this case, an opportunity to have a re-look at their budget, savings, and investment goals.
  • Understand the need to remember and to keep to the basic investment principles throughout their savings and investments journey.
  • Understand the importance of financial advice and how it can take them from where they are, to where they want to be.

Content

The webinar will cover the following topics:

  • The impact of COVID-19 on investment markets.
  • The opportunities created by COVID-19.
  • Timeless investment principles.
  • The value of financial advice - giving advice and chance to get it right.

Obtaining your CPD certificate

This webinar is free and does not qualify you for CPD hours.


About the presenter

Zama Dikana

Zama Dikana is Old Mutual's Business Development Manager - Retail Savings and Income Business. Prior to holding this post, Zama was a Broker Consultant and then Investment Specialist at Old Mutual Wealth. 

Zama holds the following qualifications from the University of the Free State: Bcom Accounting, Bcom Taxation (Hons), Post Graduate Diploma in Financial Planning Law and a National Certificate in Financial Markets and Instruments.

Zama is passionate about people, economics, investments and financial planning. He loves talking to people about the importance of financial planning, and how economics and investments are integral in them reaching their financial goals.


Who should attend

The following persons will benefit from attending this webinar:

  • Professional Accountants including: RA, CA(SA), PA(SA) and BAP(SA);
  • Accounting officers;
  • Bookkeepers;
  • All employees.

Price

This webinar is free.

Steps to register for the event:

If you already have a profile, login and register for the webinar.

If you don’t have a profile, create a free profile then login and register for the webinar.

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).

Click here to find out about the Technical Resource Centre & CPD Subscription options.


Additional material

By attending this webinar you will be provided with:

  • Summarised slide presentation.
  • Reference documents and/or course material where available.
  • You can ask questions during the webinar and you will also have access to me the presenter after the webinar.

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Venues & Dates

The following venues and dates are available for this event.

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