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

 

2025 FPI Convention Coming soon…

FPI
Posted by FPI
28 February 2023

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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FPI
Posted by FPI
28 February 2023

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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FPI
Posted by FPI
28 February 2023

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.

 
2024/08/26
Reference Number
WTHCTN08Aug24NR
Description
BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para-Planner to join the BDO Financial Planning team, in our Cape Town office. This appointment is for a full time, permanent position.  What this position offers:
  • The opportunity to work with senior Financial Planners throughout the full financial planning process, client interactions & meetings.
  • The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos as a FPI Approved Financial Planning Practice.
  • Exposure to client-related events and training programs.
  • Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.
Requirements
Minimum Requirements to apply:
  • Certified Financial Planner® professional, or studying towards this professional designation, would be an advantage
  • At least 3-5 years’ work experience in a similar role within a Financial Planning practice.
  • Experience in working with Elite Wealth or similar financial planning software would be an advantage.
  • Excellent MS Office 365 skills.
Required Skills & Measurement of Performance:
  • A successful candidate will possess an ambition to contribute to and support our Financial Planning team and will understand what it takes to carve a career within this demanding profession.
  • Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
  • Bi-annual management appraisal related to performance, progress & knowledge gained.
  • Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planner.
  • A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail.
General Successful candidates will have the opportunity to work with well qualified and knowledgeable Financial Planners, as well as being given the opportunity to develop their hands on skills & experience. Consent to process your information By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA:
  • You have disclosed up to date and accurate records; and
  • You agree to us keeping your records in our data base as per our Retention Policy.
Declaration By agreeing to the terms herein, you give BDO South Africa the authority to process your personal information. This consent will remain valid until such time as we have received instructions from you to request, subject to any applicable law and where appropriate, the correction, updating or deletion of your personal information held by us. You further acknowledge and declare that all personal information supplied to BDO is accurate, up to date, not misleading and complete in all respects.  

Click here to apply 

  2024/08/26 Reference Number WTHCTN08Aug24NR Description BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para-Planner to join the BDO Financial Planning team, in our Cape Tow...

  An established Certified Financial Planner is looking for a Junior Financial Adviser to be situated in Mowbray, Cape Town. We are looking for a highly driven and dedicated Financial Adviser to join a well-established brokerage servicing high net worth individuals. This position is an integral part of our succession plan, making it an exciting opportunity for an ambitious  and driven individual looking to grow their career and the practice. About SFP Wealth: The Certified Financial Planner you will be working with is an established CFP for SFP Wealth and manages sophisticated investors portfolios. Being a subsidiary of Sanlam, we pride ourselves on providing exceptional financial planning services tailored to our clients' unique needs. Our dedicated team helps high net worth individuals achieve their financial goals through personalized and comprehensive planning. As a consistently growing brokerage, we are excited to add a talented Financial Adviser to our dynamic team. About the Role: As a Financial Adviser, you will:
  • Collaborate with the Certified Financial Planner to prepare detailed financial plans and reports
  • Conduct thorough research and analysis to support financial strategies and recommendations.
  • Assist in preparing client presentations and participating in review meetings.
  • Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements.
  • Ensure all client documentation is accurate and compliant with industry standards.
  • Provide exceptional support to clients, addressing inquiries and concerns promptly.
What We're Looking For: To be considered for this role, you need to be and have:
  • Fluent in both English and Afrikaans
  • A Postgraduate Diploma in Financial Planning or a CFP designation or related qualification
  • A minimum of 3 years of experience as a Financial Adviser within Wealth Management specifically.
  • Strong computer literacy, including proficiency in MS Office.
  • Excellent organizational skills and attention to detail.
  • Strong analytical thinking and basic financial acumen.
  • Exceptional record-keeping abilities.
Why Join Us:
  • Competitive salary and life-long growth opportunity
  • Opportunity to own your own practice as part of the Brokerage Succession Plan
  • Opportunity to work with industry leaders in a supportive and dynamic environment.
  • Professional growth and development within a successful subsidiary of Sanlam.
  • The chance to make a significant impact on clients' financial futures.
How to Apply: For a confidential discussion, please contact Dana on 083 229 4485 or email your CV to dana.yerushalmy@sfpwealth.co.za or melissa.admin@sfpwealth.co.za. Desired Skills:
  • Analytical Thinking
  • Attention to Detail
  • Highly Organized
  • Basic Financial Acumen
  • Strong Record-Keeping
Desired Work Experience:
  • Minimum 3 years in Wealth Management
Desired Qualification Level:
  • Postgraduate Diploma in Financial Planning or related qualification
Join us and help us guide our clients towards a brighter financial future. We look forward to welcoming you to our team!

  An established Certified Financial Planner is looking for a Junior Financial Adviser to be situated in Mowbray, Cape Town. We are looking for a highly driven and dedicated Financial...

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.

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Our Latest News

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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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