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