Financial Planning Institute of Southern Africa

Improving our Digital Environment

The Financial Planning Institute of Southern Africa (FPI) would like to introduce its stakeholders to the Interim Website.

Read More

In a survey conducted in 2021, the FPI website was found to be the key point of interaction and repository, between the member and stakeholder and that of the organization. As such, the Interim Website represents the first stage in ensuring a world standard delivery of communication and interaction between its stakeholders and the FPI product and service offerings. Please note over the coming months the Interim Website will be replaced with a world class fully integrated website bringing a new standard to the member and stakeholder experiences.

The Financial Planning Institute of Southern Africa 

FPI – PORTAL

NEW AND EXISTING MEMBERSHIP.

TO LOG ON AND TO APPLY.

Log-on as a new member or existing member through the FPI Portal.

The FPI Portal for existing members can be accessed using your current membership details, a new password will be requested to verify your details and ensure POPIA compliance. Updating of your information first time logging-on will be mandatory.

This will be used for renewing your membership, updating your annual membership, uploading your Continuous Professional Development, and registering for CPD, amongst other things. Ensure all the correct information is supplied as this ensures effective communication to you as a member.

Apply as a New Member click the below button which will take you to the FPI-Portal.

The Financial Planning Institute of Southern Africa

FPI-MEMBERSHIP ENQUIRY

TO ENQUIRE ABOUT NEW MEMBERSHIP.

To enquire about a new membership.

 

Click the link below to download the Membership Value Proposition.

For more information on FPI Individual Membership, Corporate Membership, Professional Practice Membership and other FPI offerings contact business development by e-mailing businessdevelopment@fpi.co.za  or contact +27 (11) 470 6000

The Financial Planning Institute of Southern Africa

Become A CERTIFIED FINANCIAL PLANNER® professional.

Apply now via the FPI-Portal register to become a CERTIFIED FINANCIAL PLANNER® professional with the Financial Planning Institute of Southern Africa (FPI).

 

For more information on becoming a FPI professional member.

Download the FPI – Member Value Proposition below:

Contact FPI – Business Development via e-mail businessdevelopment@fpi.co.za or call +27 11 470 6000.

The Financial Planning Institute of Southern Africa

Become A FINANCIAL SERVICES ADVISOR™ professional.

Apply now via the FPI-Portal to become a FINANCIAL SERVICES ADVISOR™ professional with the Financial Planning Institute of Southern Africa (FPI).

 

For more information on becoming a FPI professional member.

Download the FPI – Member Value Proposition below:

Contact FPI – Business Development via e-mail businessdevelopment@fpi.co.za or call +27 11 470 6000.

The Financial Planning Institute of Southern Africa

Become A REGISTERED FINANCIAL PRACTITIONER™  professional.

Apply now via the FPI-Portal to become a REGISTERED FINANCIAL PRACTITIONER™ professional with the Financial Planning Institute of Southern Africa (FPI).

 

For more information on becoming a FPI professional member.

Download the FPI – Member Value Proposition below:

Contact FPI – Business Development via e-mail businessdevelopment@fpi.co.za or call +27 11 470 6000.

The Financial Planning Institute of Southern Africa (FPI) Professional Convention 2022

The Financial Planning Institute of Southern Africa (FPI) Professional 2022 Convention is the 33rd industry event which is being held on the 19th and 20th of October 2022.

THE TIME IS NOW.

The FPI – Professional Convention is open for registration. Please visit the FPI – Portal to register as a member or non-member.

If you are interested in sponsoring or exhibiting at the event. Please e-mail academy@fpi.co.za

We look forward to seeing you at the most prestigious industry event in 2022.

Download the 2022 FPI Sponsorship document below.

2022 FPI Sponsorship Prospectus

The Financial Planning Institute of Southern Africa – Retirement Conference 2022

The Financial Planning Institute of Southern Africa – Retirement Conference 2022 in partnership with The Institute of Retirement Funds Africa (IRFA) and The Actuarial Society of South Africa (ASSA) will be hosting a live online Retirement Conference sponsored by Overseas Trust & Pension (OTAP).

The full day event will be packed with valuable information to assist you in your discussions with your clients as well as enable you in understanding the regulatory implications of retirement going forward.

 

Event Details

Date: 27 July 2022

Time: 08:55 to 15:45 (+2 UTC)

The Financial Planning Institute of Southern Africa – Retirement Conference 2022

The Financial Planning Institute of Southern Africa – Retirement Conference 2022 in partnership with The Institute of Retirement Funds Africa (IRFA) and The Actuarial Society of South Africa (ASSA) will be hosting a live online Retirement Conference sponsored by Overseas Trust & Pension (OTAP).

The full day event will be packed with valuable information to assist you in your discussions with your clients as well as enable you in understanding the regulatory implications of retirement going forward.

 

Event Details

Date: 27 July 2022

Time: 08:55 to 15:45 (+2 UTC)

Exams

Registrations for the 2022 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 2022:
CFP® – 10 & 11 March
14 & 15 June
22 & 23 September

FSA™ & RFP™ – 10 March
14 June
22 September

Registrations will close two weeks before the examination date.

Cost for the examinations for 2022 is as follows (prices include VAT):
o CFP® full examination – R3,430
o CFP® rewrite – R1,835
o FSA™ & RFP™ – R1,835

• Examinations are conducted online via a proctoring platform.
• Once candidates are registered for the examination, they will receive access to the PCE support portal and PCE community.
• In addition to the study material found in the PCE support portal and PCE community, the following learning material is prescribed:

o CFP® PCE – Financial Planning Handbook (latest version)
o FSA™ & RFP™ PCE – Fundamentals of Financial Planning Handbook (latest                version)
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.co.za.
• Familiarise yourself with the requirements of the examination by downloading the following documentation:
o Professional Competency Examination Policy
o Financial Planner Competency Profile
o Financial Planner Curriculum Framework
o Financial Advisor Competency Profile & Curriculum Framework
o FPI Code of Ethics and Professional Responsibility.

• Contact us at certification@fpi.co.za or telephone 011 470 6000 if you have any queries.

Continuous Professional Development

Click to download or view the documents and brochures below.

Certification

Click to download or view the documents and brochures below.

Board of Directors

Click to download or view the documents and brochures below.

Call for nomination of Board Directors, Committees and Volunteers

 

Call for nomination outline. 

Download to read about the process.

Call for nominations 2022

 

Testimonials 

Director Testimonials

 

Board Appointed-Director Position (three positions available)

Board Appointed Director Job Description 2022

FPI Nomination Election FAQ 2022

National Director Election (one position available)

National Elected Director Job Description_2022

FPI Nomination Election FAQ_2022

FPI Committees and Development Structures (over 250 positions available)

Nomination Form: 2022 FPI Governance and Development Structures

FPI Governance & Development Structures 2022

FPI Stakeholders

Click to download or view the documents and brochures below.

Committees

Click to download or view the documents and brochures below.

Young Financial Planners Organization

Click to download or view the document below.

About the Financial Planning Institute

The Financial Planning Institute of Southern Africa (FPI), is a South African Qualifications Authority(SAQA) recognised professional association for financial planners in South Africa.

It is the only institution in South Africa to offer the FSA™, RFP™ and internationally recognised CFP®, certification and has been approved by the South African Revenue Service (SARS) as a Recognised Controlling Body (RCB).