Vision To be the globally, regionally and nationally recognised and respected professional body for the financial planning profession in Southern Africa.
MissionThe main object and business of the FPI is to advance and promote the profession of financial planning, to raise the status of professional financial planners and to protect the public they serve by: - Providing a framework within which members can achieve the qualifications and competence to practice as professional financial planners.
- Ensuring that members maintain the highest ethical standards in the pursuance of their profession.
- Promoting the interest of the members as a whole.
Strategic Objectives
The FPI ensures that its members:
- Are challenged by appropriate standards of competence through examination, continuing education and experience.
- Are motivated to continually improve by being provided with a career pathway to develop the necessary skills and knowledge.
- Are supported with a framework within which they can establish themselves as a profession.
- Are incentivised to maintain ethical standards through enforcing adherence to the FPI code of conduct and practice standards.
- Are represented in such a way that their professional conduct is respected and appreciated.
- Are recognised as having, through the FPI, an authoritative voice on all financial planning issues, thereby promoting the interests of consumers.