About FPI

Our History

The Financial Planning Institute of Southern Africa NPC (FPI) is a prominent professional membership organisation dedicated to the promotion and advancement of the financial planning and advice profession in South Africa. It is recognised as a leading authority in the profession, with a strong focus on setting high professional competency standards, providing education and training, and fostering professional development.

 

Read more by clicking the button below…

About FPI

Our Mission

To foster prosperity by enabling growth for people who are building better futures through:

01

Growing and retaining a diverse community of professional members;

02

Building strategic partnerships;

03

Driving innovation in standards, education, and member services;

04

Upholding and evolving global and local professional standards; and

05

Advocating for the public good.

About FPI

Our Vision & Mission

Vision

Empowering people to build better futures through trusted professional financial planning and advice.

Mission

To foster prosperity by enabling growth for people who are building better futures through:

  • Growing and retaining a diverse community of professional members;
  • Building strategic partnerships;
  • Driving innovation in standards, education, and member services;
  • Upholding and evolving global and local professional standards; and
  • Advocating for the public good.

Financial Planning Institute of Southern Africa

Subscribe to the The Financial Planning Institute of Southern Africa Newsletter