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 2024 Financial Planning Institute of
Southern Africa Annual Awards

2024 FPI Professional’s Convention

The 2024 FPI Professional’s Convention themed ‘Cultivate: Nurturing Growth, Harvesting Excellence’, will be taking place on the 14th and 15th of August 2024. The event will be hosted at Century City Conference Centre in Cape Town.

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

Venue: Century City Convention Centre, Cape Town
Dates: 14 and 15 August 2024

 

FPI
Posted by FPI
28 February 2023

2024 Top Candidate Award

JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2024 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.   Top PCE...

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FPI
Posted by FPI
28 February 2023

2024 Harry Brews’ Award

JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2024 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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FPI
Posted by FPI
28 February 2023

2024 Diversity and Inclusion Award

JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2024 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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Events:

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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.

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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

Bunono Dangazele
Posted by Bunono Dangazele
15 November 2023

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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Bunono Dangazele
Posted by Bunono Dangazele
19 October 2023

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