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.
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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
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.
Convention 2021
2021 marked the 32nd Financial Planning Institute of Southern Africa (FPI) Professional Convention, which is regarded as the largest and most significant event in the calendar for financial planning professionals. The convention has a proud history of hosting the best local and international speakers on topics that add certain value to South Africa’s financial planners and advisors, and the customers we, together, serve. Our event attracts over 1 000 delegates, including exhibitors and sponsors, each year.
Download the 2021 E-book.
Download the 2022 FPI Convention tender documentation below.
The 2021 Financial Planning Institute of Southern Africa Awards.
Click below to view our awards press release.
The Financial Planner
of the Year Award:
Click below to download the entry form. Once you have filled out and completed the form please send it to awards@fpi.co.za
The FPI Diversity and
Inclusion Award:
Click below to download the entry form. Once you have filled out and completed the form please send it to awards@fpi.co.za.
Harry Brews’
Award:
Click below to download the entry form. Once you have filled out and completed the form please send it to awards@fpi.co.za.
The Financial Planner
of the Year Award:
Click below to download the entry form. Once you have filled out and completed the form please send it to awards@fpi.co.za
The FPI Diversity and
Inclusion Award:
Click below to download the entry form. Once you have filled out and completed the form please send it to awards@fpi.co.za.
Harry Brews’
Award:
Click below to download the entry form. Once you have filled out and completed the form please send it to awards@fpi.co.za.
The 2021 Financial Planner of South African (FPI) award winners are listed below.
Finalists in the FPI Financial Planner of the Year – 2021
- Hendrik Kenfil Le Grange, CFP®
- Ryan David McCaughey, CFP®
- Philippus Hendrik Spies, CFP®
FPI Financial Planner of the Year – 2021
Ryan David McCaughey, CFP®
Harry Brews Award – 2021
Kobus Kleyn, CFP®
It Starts with Me Award – 2021
Hendrik Kenfil Le Grange, CFP®
Top PCE candidate Award – 2021
Charlene Kinnear, CFP®
Diversity and Inclusion Award – 2021
Mulalo Nemataheni, CFP®
Finalists Approved Professional Practice of the year Award – 2021
- BDO
- Crue Invest
- Gradidge Mahura Investments
Approved Professional Practice of the year Award – 2021
Gradidge Mahura Investments
It Starts with
Me Award:
Click below to download the entry form. Once you have filled out and completed the form please send it to awards@fpi.co.za.
Top Candidate
Award:
Click below to download the entry form. Once you have filled out and completed the form please send it to awards@fpi.co.za.
Professional Practise of the Year Award
Click below to download the entry form. Once you have filled out and completed the form please send it to awards@fpi.co.za.
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.
Certification
FPI Recognised Education Providers
Use of Mark for Educational Providers
CPD Exemption or deferral request application form
Critical Skills letter application form
Critical Skills letter process
From 2022 all applications to become a CPD provider or have a CPD programme accredited must be done online.
For any queries contact certification@fpi.co.za or phone us at 011 470 6000.
Policy Document and brochures.
Click to download or view the documents and brochures below.
FPI Recognised Education Providers
Code of Ethics and professional responsibility
FPI Corporate Partner™ membership
CPD Exemption or Deferral Request Application Form
CPD Programme Application Document for 2021
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).
