FPI General
News
The evolution of financial advice in South Africa
Lelané Bezuidenhout, CFP® Q1. FPI has recently passed the milestone of more than 5,000 CFP® professionals. From your perspective, what does this tell us about the evolution of the...
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FPI and 50Plus Skills Partner to Strengthen Longevity and Retirement Planning Support
The Financial Planning Institute of Southern Africa (FPi) has entered into a strategic partnership with 50Plus Skills through a newly signed Memorandum of Understanding, aimed at supporting FPI members in...
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Advocacy in Action
Since February 2026, FPI’s Advocacy Committee has been actively engaged in advancing priority regulatory, policy and professional standards issues affecting financial planners and consumers. Strengthening the profession and Vision 2030...
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Shaping the Future of Financial Planning: Insights from Global Leaders in Cape Town
FPI hosts the world in Cape Town Shaping the Future of Financial Planning: Insights from Global Leaders in Cape Town Cape Town set the stage for some big conversations...
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Training Tuesday Webinars – Upcoming for the remainder of Q2
We are pleased to share our upcoming Training Tuesday webinar programme for the remainder of Q2. These webinars are designed to address key regulatory, practice management, and client-focused topics relevant...
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2026 Annual Refresher Masterclass Update
The 2026 Annual Refresher Masterclass, held in March across Cape Town, Johannesburg, Pretoria, and online, once again delivered a high-impact learning experience for attendees in a flexible hybrid format. The...
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What my CFP® professional designation means
Financial planning in South Africa sits at the intersection of statutory regulation and professional self‑regulation. My licence to practise and my professional designation are regulated by: Area Regulator / Body...
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What my FSA® professional designation means
Professional financial advice in South Africa sits at the intersection of statutory regulation and self‑regulation. My licence to practise and my professional designation are regulated by: Area Regulator /...
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What my RFP® professional designation means
Professional financial advice in South Africa sits at the intersection of statutory regulation and self‑regulation. My licence to practise and my professional designation are regulated by: Area Regulator / Body...
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The Profession Must Help the Profession Grow
A strong profession does not happen by accident. It is built — deliberately, consistently, and collectively — by those who benefit from it and believe in its future. The FPI...
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Advocacy Update
Advocacy in Action: Giving the Profession a Strong, Credible Voice Advocacy sits at the heart of Financial Planning Institute of Southern Africa’s Vision 2030 and our commitment to acting in...
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Good Standing vs Fit and Proper
This morning, I reposted an upload of an ENCA interview with a private investigator, Chad Thomas, on LinkedIn. It relates to his (Thomas’s) views about the controversy surrounding a fellow private...
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FPI and FP Canada™ Sign Memorandum of Understanding to Advance Global Financial Planning Standards
FOR RELEASE 07 OCTOBER 2025 FPI and FP Canada™ Sign Memorandum of Understanding to Advance Global Financial Planning Standards Johannesburg, South Africa / Toronto, Canada – October 7, 2025...
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Announcement of the Finalists for the 2025 Financial Planner of the Year Award
16 September 2025 We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute...
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The 2024 Financial Planning Institute of Southern Africa Financial Planner of the Year finalists have been announced
19 July 2024 We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2024 Financial Planning Institute...
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Lara Warburton, CFP®, claims top honors at FPI 2023 gala awards
14 November 2023 FOR IMMEDIATE RELEASE LARA WARBURTON, CFP®, CLAIMS TOP HONORS AT FPI 2023 GALA AWARDS Johannesburg, 14 November 2023 – The Financial Planning Institute of...
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World Financial Planning Day Returns
FPSB to host its seventh annual World Financial Planning Day to coincide with International Organization of Securities Commissions World Investor Week
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FPI Congratulates the ASISA Foundation
Johannesburg: In support of the brilliant work done by the ASISA Foundation under the leadership of Ruth Benjamin-Swales and an unwavering commitment to promoting Financial Planning for All, the Financial...
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Concerns mount as South Africa's National Healthcare Insurance Bill progresses
The latest update on the National Healthcare Insurance (NHI) bill in South Africa has sparked growing concerns among stakeholders. Despite the portfolio committee’s decision to move forward with the bill,...
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The Financial Planning Institute of Southern Africa (FPI)
The Financial Planning Institute of Southern Africa (FPI) reflects on National Treasury’s published two-pot regulations for public comment
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Financial industry leaders
Johannesburg: The Financial Planning Institute of Southern Africa’s (FPI) half-day online workshop covering Practice Management, to take place on 21 June 2023…
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COFI is founded on culture and governance
Over the next months, as National Treasury prepares to submit the Conduct of Financial Institutions (COFI) Bill to Parliament for approval, more and more will be written about it….
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2024 Professional Practice of the Year Award
JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2024 Professional Practice of the Year Award The award honours and celebrates FPI Approved Professional Practices and seeks to highlight to the public and the broader financial planning...
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FPI CEO to serve as chairperson on distinguished international committee
The Financial Planning Standards Board – the standards-setting body for the global financial planning profession – has named Lelané…
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Centric Wealth Advisory (PTY) Ltd (“Centric Wealth Advisory”) is now an FPI Approved Professional…
The Cape Town-based wealth management specialists are honoured to be one of 15 practices nationwide to have achieved this…
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FPI welcomes Absolut Wealth Management and Gradidge-Mahura Investments
The Financial Planning Institute of Southern Africa (FPI) has recently accredited, and welcomes on board, Absolut Wealth Management and Gradidge…
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