About Us
Financial Planning Institute
of Southern Africa
The Financial Planning Institute of Southern Africa is the only professional body in South Africa to offer the FSA™, RFP™ and internationally recognised CFP® professional designations. FPI is a South African Qualifications Authority registered professional body and our professional designations are registered on the National Learning Registered Database.
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Professional Financial Planning and Advice For All
Enter the 2025 Financial Planning Institute of
Southern Africa Annual Awards
The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg.
Join us at this year’s event and supercharge your financial planning continuous professional development.
Our speakers will guide you on a journey of personal and professional growth and you will have the chance to meet our esteemed local and international speakers face-to-face this year. Don’t miss this brilliant opportunity to collaborate with your peers and collectively drive our profession forward.
Event information
Dates: 03 and 04 November 2025
Venue: Sandton Convention Centre
Address: 161 Maude Street, Sandton, Gauteng, South Africa
CPD: To be confirmed
Click here to register
2025 Top Candidate Award
JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2025 Top Candidate Award The Top Candidate Award goes to the candidate whose performance surpassed all the others’ in the FPI’s CFP® Professional Competency Examination. 2025...
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2025 Harry Brews’ Award
JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2025 Harry Brews’ Award The Chairman’s Award was introduced in 2010 and in 2013 was renamed the Harry Brews' Award in honour of Harry Brews – who transformed...
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2025 Diversity and Inclusion Award
JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2025 Diversity and Inclusion Award Our primary aim as the Financial Planning Institute of Southern Africa (FPI) is to engender a community that fosters the value of financial...
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Exams
Registrations for the 2024 Professional Competency Examinations are currently open. Register online as a candidate member of FPI and apply to sit for the examination from the member portal.
Examination dates for 2024:
CFP® Professional Competency exams
8 & 9 February 2024
25 & 26 April 2024
FSA™ & RFP™ Professional Competency exams
8 February 2024
Registrations will close two weeks before the examination date.
Cost for the examinations for 2024 is as follows (prices include VAT):
o PCE BOARD ASSESSMENTS (CFP) – R 3,975.00
o PCE BOARD ASSESSMENTS (FSA & RFP) – R 2,155.00
o PCE BOARD REWRITES – R 2,155.00
- Examinations are conducted online via a proctoring platform.
- Once candidates are registered and have paid for the examination, they will receive access to the PCE support portal, which includes webinars, previous exam papers and reports and a forum where you can chat with fellow candidates and our technical manager will assist with queries on the subject matter.
- In addition to the study material found in the PCE support portal, the following learning material is prescribed:
o CFP® PCE – Financial Planning Handbook (latest version)
https://store.lexisnexis.co.za/products/sa-financial-planning-handbook-2023-skuZASKUPG3379
o FSA™ & RFP™ PCE – Fundamentals of Financial Planning Handbook (latest version)
https://store.lexisnexis.co.za/products/fundamentals-of-financial-planning-2023-skuZASKU9781776175864/details
o Both these texts can be purchased from https://store.lexisnexis.co.za
- A candidate’s employer can contact INSETA to obtain funding for the candidate to write the examination. INSETA can be contacted at 011 381 8900 or email to workerprogrammes@inseta.org.za
https://www.inseta.org.za/wp-content/uploads/2019/02/Application-Form-for-BURSARIES-FOR-YOUTH.pdf
- Familiarise yourself with the requirements of the examination by downloading the following documentation:
o Professional Competency Examination Policy
o Financial Planner Competency Profile (CFP®)
o Financial Planner Curriculum Framework (CFP®)
o Financial Advisor Competency Profile & Curriculum Framework (FSA™ and RFP™)
o FPI Code of Ethics and Professional Responsibility.
Exam Guidelines are static and this is accessible on the learning portal once you have access upon exam payment, should the examination guidelines change we will notify all registered examination candidates.
Contact us at certification@fpi.co.za or telephone 011 470 6000 if you have any queries.
Position: Financial Advisor
Business Unit: Advice and Distribution (A&D)
Business Area: Financial Advisory
Reporting Line: Regional Manager
Locations: Inland and Coastal: Johannesburg, Tshwane, Limpopo (remote), Mpumalanga (remote), Cape Winelands, Durban, Gqeberha/Port Elizabeth, Cape Town
Purpose of the Job:
Exciting career opportunities have become available for Financial Advisors in PPS Insurance Financial Advisory. The key purpose of this role0 is to provide professional financial services to a client/member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.
Main duties and responsibilities of this commission-based position of advice and sales in long-term insurance, wills, estate planning and investments are:
- Providing suitable advice to best fit the needs and requirements of professionals
- Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
- Meeting clients to understand their financial objectives
- Explaining complex information relating to Financial Advisory in a clear and effortless way
- Managing, maintaining and building new and existing client relationships
- Growing a client book within the first 24 months and consistently thereafter
- Adhering to compliance, operational procedures and practice management standards
- Staying abreast of product information, performance and industry changes
- Building a professional network and sustainable business within the professional market
- FAIS recognised NQF L6 tertiary qualification is the preferable minimum (NQF L7 and above highly advantageous)
- RE 5 completed
- Successful completion of supervisory process
- Postgraduate Diploma in Financial Planning advantageous
- CFP advantageous
- 2 years’ experience in the Financial Services industry in a sales and advice role within the risk and investment spaces
- Knowledge and understanding of the dynamics of the degreed professional client market
- Experience and track record in high-performance sales environments
- Knowledge of best practice in Financial Planning and Financial Advisory Services
- Knowledge and understanding of financial planning through meaningful client engagements
- Proficient in MS Office
- Experience using a CRM system preferable
- Experience using financial planning software
- Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
- A passion for the financial planning environment
- Relationship management and networking skills
- Able to plan and manage time effectively
- Analytical and numerical skills with the ability to analyse and interpret statistical information
- Impeccable work ethic
- Able to work independently
- Strong communication
- High attention to detail
- Team-orientated
- Self-motivated and highly driven
- Strong presentation skills
- Resilience and tenacity
- Emotional Intelligence
Position: Financial Advisor Business Unit: Advice and Distribution (A&D) Business Area: Financial Advisory Reporting Line: Regional Manager Locations: Inland and Coastal: Johannesburg,...
Financial Planning Institute of Southern Africa
Our members offer more than just
Financial Planning
We have built a group of brands that encompass all things financial
The FPI Group
The Hube
A dynamic space built for events, co-working, conferences and so much more. Visit the link to find out more.
The FPI Group
YFPO
A member led FPI community. YFPO is actively seeking under-45s who work as and aspire to work as financial planners.
The FPI Group
FPIMyMoney123
A wealth of information on financial education including workshops, tips and tricks and much more.
Existing Membership
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Financial Planning Institute of Southern Africa
Our Latest News
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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