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.

Job Title Graduate Intern: Financial Advisor
Reporting line: Head: Advisor Development
Department: Financial Advisory
Business Unit: Internal Distribution, Advice and Distribution
Location: Johannesburg and Coastal areas of Durban, Gqeberha and Cape Town
Overall Job Purpose and Scope
Are you eternally curious and eager to learn and grow your capabilities? Start your career with PPS in the new year!   This is a twenty-four (24) month graduate internship. The key purpose of this role is to provide professional financial advice to clients as an accredited PPS representative. You will represent PPS as an advice representative on the Financial Sector Conduct Authority (FSCA) representative register. The successful candidate will be responsible for sourcing, dialling, connecting, meeting, upselling, cross selling, and growing a client base for eligible graduate professionals through implementation of PPS financial solutions in line with the client’s needs and wants.   Successful completion of the programme will open the door to a career as a commission-earning financial advisor focused on long-term insurance and investments and servicing only the post-graduate student and professional market to protect their dreams, goals and wealth.  
Key Accountabilities
·        Find prospective clients – lead generation ·        Call prospective clients – cold calling ·        Build a professional network and sustainable business within the graduate professional market (both in person and on social media) ·        Meet with prospective clients in-person and virtually ·        Prepare & present proposals & solutions to prospective clients ·        Prospective client onboarding and after sales ·        Provide financial advice and Implementation to prospective clients ·        Provide suitable advice to best fit the needs and requirements of graduate professionals ·        Set up small worksite marketing events at client offices ·        Build a book of clients for yourself  
Person Specification
Education: ·        Matric (Grade 12) ·        Completed Degree on NQF level 7 (equivalent to a bachelor's degree or an advanced diploma in South Africa) ·        Preference will be given to Post Graduate Diploma/Honours in Financial Planning or Financial Planning Law   Experience: ·        None required – graduate position Skills and Competencies: ·        Cold calling techniques ·        Closing techniques ·        Be able to engage professionally and build rapport ·        Building relationships and networking ·        Excellent communication skills (verbal, written and presentation) with technical writing skills ·        Target driven thinking & a hunger to influence clients ·        Negotiation skills ·        Presentation skills (both in front of groups & individuals) ·        Strong organisational skills ·        Attention to detail and high levels of accuracy ·        Able to work in a self-directed, fast-paced environment ·        Good time management ·        Deal with stress in the workplace ·        Practice daily discipline to reach personal goals ·        Be self-motivated ·        Be a self-starter
  To apply, please visit the company Careers page on https://www.pps.co.za/ or access our job portal using the following link: Click Here Should your CV make round 1, you will be contacted and directed to the platform InterviewME on Click Here for a video interview and upload of your initial documents. Please do not apply if you have previously been on an insurance industry internship/graduate development programme. For any questions or queries please contact Nonto Phewa on nphewa1@pps.co.za

Job Title Graduate Intern: Financial Advisor Reporting line: Head: Advisor Development Department: Financial Advisory Business Unit: Internal Distribution, Advice and Distribution Location: Johannesbu...

 
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...

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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Financial Planning Institute of Southern Africa

Our Latest News

Bunono Dangazele
Posted by Bunono Dangazele
22 July 2024

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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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

Financial Planning Institute of Southern Africa

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