The Financial Planning Institute of Southern Africa (FPI) is a non-profit professional body formed in 1981 as the Institute of Life and Pension Advisors (ILPA) to improve levels of professionalism. Today, we are regarded as the leading independent professional body for financial planners in South Africa. Through our global partnership with FPSB, along with other over 20 other countries, we are the only institution in Southern Africa able to offer the CFP® certification.
Living in a global village means ensuring that local practices are aligned to global standards. To ensure that Financial Planners in South Africa met international standards, in 1998 we affiliated with the Certified Financial Planner Board of Standards Inc. in the United States, in April 2000 adopted our new name (Financial Planning Institute of Southern Africa) and were a founding member of the international Financial Planning Standards Board Ltd. (FPSB).
The CFP® mark asserts that the financial planning professional has met appropriate competency, ethics and professional practice standards to provide comprehensive personal financial planning services to clients. In addition to the CFP® mark, we also have two local trade mark levels of membership: Associate Financial Planner™/AFP™ and Registered Financial Planner™/RFP™.
We are uncompromising in establishing and maintaining professional financial planning standards in Southern Africa and play a major role in ensuring that the public has access to competent Financial Planners who are professionally qualified, are experienced and have agreed to abide by our Code of Conduct, Ethics and Practice Standards. Many top financial institutions have adopted us as an independent standards partner and our members include both general practitioners and specialists in particular branches of financial planning.
FPI's celebrates turning 30 in 2011
2011 marks the 30th year that FPI has been in existence as the professional body for financial planners in South Africa. When considering the first ILPA examinations offered in the early 80's to
the current qualifications, competency levels and professionalism as
well as the evolution of the financial services industry, we can be proud of our
industry and members for their commitment to the journey to becoming a recognised and respected profession. To celebrate our achievements, we will be publishing a chronicle of the industry's journey, so watch this space...
Click here to view the FPI's key milestones.
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CFP®, CERTIFIED FINANCIAL PLANNER® and 
are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Financial Planning Institute of Southern Africa is the marks licensing authority for the CFP Marks in South Africa through agreement with FPSB. Please visit www.fpsb.org to learn more about the FPSB and the affiliate countries.