Why retaining your professional designation is crucial to you and your business and what benefits are available to you as a member of the FPI:
- Exemptions from certain Level 2 Regulatory Examinations for CFP® professionals.
- Focussed technical communications to keep you abreast of the rapidly changing financial planning.
- Access to Continuous Professional Development (CPD) opportunities via the annual FPI convention, regional FPI events, FPI-accredited CPD providers and negotiated discounts at industry events.
- Six subscriptions annually of the FPI Magazine, The Financial Planner.
- Access to regular legal and technical information and communications as well as free annual subscription to the LexisNexis online monitoring tool valued at R2000!
- Access to a wealth of information and solutions to your business needs through associations with value chain partners and a wide range of industry products and services.
- Support for the financial planning profession with volunteer representatives in regional and Industry Sector Groups (ISG) committees who are actively engaged with government, industry bodies and key stakeholders on your behalf on various industry and legislative issues.
- Commissioners of Oaths ex officio status for CFP® professionals due to the professional designation they hold. Read more...
Benefits of FPSB Affiliation
- Member rates/discounts at international member country events. Facilitation of cross border practices and certification.
- International benchmarking for curriculum, assessment, CPD, experience, Codes of Ethics, Conduct and Practice Standards.
- Access to international research, trends and information sharing with FPSB member countries.
- Global communities of interest to interact with international colleagues and peers.