2026 FPI Sponsorship Prospectus
Presented by the Financial Planning Institute of Southern Africa (FPI)
FPI Sponsorship Opportunities Summary:
A quick guide to the Convention and Exclusive Annual Sponsorships, highlighting investment and key exposure.
| Sponsorship Package | Cost (ZAR) | Limit | Key Benefits / Exclusivity |
|---|---|---|---|
| Premier Platinum Sponsor (Convention Sponsorship Package) | R375,000.00 | 1 | 🌟 Co-Branding (Bags/Lanyards)
🎤 30-Min Speaking Slot 🎟️ 15 Total Tickets 🍽️ VIP Gala Table (10) |
| Gold Partner Package | R225,000.00 | 3 | 🗣️ Panel Discussion Slot
🎟️ 8 Total Tickets 🛍️ 3 Bag Inserts 📰 Half-Page Advert |
| Silver Package Sponsor | R125,000.00 | Unlimited | 🎟️ 5 Total Tickets
🛍️ 1 Bag Insert 📰 Quarter-Page Advert |
| FPI Gala Dinner Awards | R250,000.00 | 1 | 🎙️ Welcome Address
✨ Co-branding (Menus/Invites) 🥂 VIP Table for 10 |
| Annual Sponsorship Partnership | R500,000.00 | 1 | 📅 Year-Round Visibility
🌐 12-mo Web Banner 🎤 4 Virtual Slots 📧 Article in Newsletter |
| Annual Refresher Masterclass | R150,000.00 | 1 | 🎤 30-Min Speaking
📧 Branding (40k+ invites) 📈 1,000+ Delegate Exposure |
| Convention Bag Sponsorship | R150,000.00 | 1 | 🎒 Exclusive Logo on all Delegate Bags |
| Exclusive Lunch Dining Area | R100,000.00 | 1 | 🛋️ Exclusive Branding (Lounge/Signage) |
About FPI
The Financial Planning Institute of Southern Africa (FPI) stands as a recognised professional body for financial planners and advisors in South Africa, acknowledged by the South African Qualifications Authority (SAQA). As a non-profit professional body and a founding and affiliate member of the Financial Planning Standards Board (FPSB), FPI is dedicated to elevating the level of professionalism and positively influencing the quality of professional financial advice provided by its members. Aligned with a global perspective, FPI is part of a prestigious network comprising 27 other affiliate member countries, all of whom offer the esteemed CFP® certification. Together, we work towards setting and upholding the highest standards of excellence in financial planning.
Vision
Empowering people to build better futures through trusted professional financial planning and advice.
Mission
To foster prosperity by enabling growth for people who are building better futures through:
- Growing and retaining a diverse community of professional members who deliver trusted professional financial planning and advice, while championing inclusion to broaden access and strengthen representation.
- Building strategic partnerships that expand reach and impact.
- Driving innovation in professional standards, education, and member services.
- Upholding and evolving global and local standards for financial planning competence and ethics.
- Advocating for a trusted financial planning profession that serves the good of the public.
Audience Profile
Members
FPI is proud to represent a dynamic network of close to 6,000 professional members across a wide range of sectors within the financial services industry. Our members come from diverse areas, including life insurance, banking, asset management, investment, and providers of innovative financial planning products, tools, and services. A significant portion of our members hold the prestigious CERTIFIED FINANCIAL PLANNER® designation. Our membership includes experts in various areas, such as employee benefits, tax, investment, and health.
Non-members
Our events also attract a diverse group of non-members from the financial services sector. This group includes practicing independent financial advisors, senior representatives from major corporate financial service providers, education and product providers, as well as media professionals and other influential stakeholders.
Section 1: FPI Annual Professionals Convention
FPI Annual Professionals Convention
- Date: 7 & 8 October 2026
- Venue: Century City Conference Centre
- FPI’s Annual Professionals Convention is a premier gathering in the financial planning profession, offering unparalleled opportunities for networking, learning, and brand exposure.
Sponsorship Opportunities
Premier Platinum Sponsor – R375,000.00
Opportunities Available: 1
As a Platinum Sponsor, your organisation will receive premier visibility and engagement opportunities throughout the convention.
Benefits:
- Co-Branding Opportunities: Co-branding alongside FPI at the in-person venue and on the virtual platform, including on all speaker presentations, conference bags, and lanyards.
- Speaking Engagement: A 30-minute speaking slot during the event.
- Exhibition Space: A dedicated 3m x 3m stand with a fabric booth, including a table, two chairs, a plug point, and two exhibition access passes.
- Marketing: Include up to five (5) inserts in the convention bags, a full-page advertisement in the Convention Brochure, and a Senior Executive interview by an FPI Media Representative.
- Complimentary Delegates: Ten (10) complimentary in-person and five (5) complimentary virtual convention tickets.
- Gala Dinner: One table accommodating 10 guests at the FPI Awards Ceremony and Gala Dinner.
Gold Partner Package – R225,000.00
Opportunities Available: 3
This package combines exclusive speaking opportunities, comprehensive marketing exposure, and strategic exhibition space.
Benefits:
- Speaking Opportunity: Verbal recognition by the MC and a Senior Executive participating in one of the panel discussions.
- Exhibition: A 3m x 3m exhibition stand with a fabric booth and two exhibition access passes.
- Branding: Recognition as the Gold Package Sponsor on the FPI Convention website.
- Marketing: Three (3) bag inserts, a half-page advertisement in the Convention Brochure, and a Senior Executive interview by an FPI Media Representative.
- Complimentary Delegates: Five (5) complimentary in-person and three (3) complimentary virtual tickets.
Silver Package Sponsor – R125,000.00
Opportunities Available: Unlimited
Benefits:
- Exhibition: A 3m x 3m exhibition stand with a fabric booth and two exhibition access passes.
- Branding: Recognition as the Silver Package Sponsor on the FPI Convention website.
- Marketing: One (1) insert in the conference bags, a quarter-page advertisement in the Convention Brochure, and a Senior Executive interview.
- Complimentary Delegates: Three (3) complimentary face-to-face and two (2) complimentary virtual convention tickets.
Pre-Convention Chill & Connect – R50,000.00
Opportunities Available: 1
Launch the convention with a lively reception designed for informal networking with over 100 attendees.
Benefits: Prominent branding at the event reception, branding in communications (emails, social media), and brand visibility on materials like coasters and serviettes provided by the sponsor.
Pre-Convention Student Competition – R40,000.00 per Team
Opportunities Available: 3
Sponsor one of the three finalist teams to cover the students’ travel and accommodation expenses.
Benefits: Logo on competition materials, opportunities to network, and the opportunity to be on one of the judging panels.
Convention Bag Sponsorship – R150,000.00
Opportunities Available: 1
Benefits: Your company logo prominently displayed on all delegate bags. Two (2) complimentary face-to-face convention tickets.
Convention Bottle Sponsorship – R65,000.00
Opportunities Available: 1
Benefits: Your company logo featured on delegate bottles. Two (2) complimentary face-to-face convention tickets.
Badge and Lanyard Sponsor – R55,000.00
Opportunities Available: 1
Benefits: Your company logo displayed on all delegate badges and lanyards. Two (2) complimentary face-to-face convention tickets.
Charging Station Sponsor – R60,000.00
Opportunities Available: 2
Benefits: Your company logo featured on cocktail charging stations. Two (2) complimentary face-to-face convention tickets.
Face-to-Face Exhibition Stand – R50 000.00
Opportunities Available: 20
Benefits: 3m x 3m Fabric Booth (with table, chairs, plug point, etc.). Two (2) complimentary face-to-face convention tickets. Eligible for the prestigious Exhibitor of the Year Award.
Virtual Exhibition Stand – R19,290.00
Opportunities Available: Unlimited
Benefits: A 3D Standard Stand within the virtual exhibition space. Three (3) complimentary virtual convention tickets.
Tea/Coffee Break Sponsor – R50,000.00
Opportunities Available: 1
Benefits: Two branded banners placed at each serving station. Recognition by the MC. Two (2) complimentary face-to-face convention tickets.
Exclusive Lunch Dining Area Sponsor – R100,000.00
Opportunities Available: 1
Benefits: Branding of an exclusive lounge area (on seating, tables, and lounge signage). A branded refreshments station. Two (2) complimentary face-to-face convention tickets.
FPI Convention Bespoke Opportunities
Tailored sponsorship options for maximum exposure.
- Sponsored Advert (30-second advertorial/video): R10,000.00
- Full-Page Advert (2026 Convention Magazine): R25,000.00
- Half-Page Advert (2026 Convention Magazine): R15,000.00
- Quarter-Page Advert (2026 Convention Magazine): R7,500.00
- Delegate Bag Insert (In-person event only): R15,000.00
- Table Drops (Distribute branded items): R15,000.00
Section 2: FPI Awards Ceremony and Gala Dinner
FPI Gala Dinner Awards Sponsorship – R250,000.00
Opportunities Available: 1
Benefits:
- Speaking: Welcome address for the awards evening.
- Branding: Co-branding on all marketing, formal invitations, menus, event order, and award event holding slides. Opportunity to provide branded gifts to guests.
- Delegates: A complimentary VIP top table for 10 at the Gala Dinner.
Exclusive Gala Dinner Entertainment Sponsorship – R50,000.00
Opportunities Available: 1
Benefits: Introduction of the entertainment segment by the sponsor’s Senior Executive. Sponsor branding on entertainment stages and in the Gala Dinner programme. Five (5) complimentary seats at the Gala Dinner.
VIP Gala Dinner Welcome Reception – R30,000.00
Opportunities Available: 1
Benefits: Exclusive branding at the pre-Gala Dinner welcome reception. Mention by the MC during the gala dinner. Five (5) complimentary seats at the Gala Dinner.
Gala Dinner Photo Booth Sponsor – R20,000.00
Opportunities Available: 1
Benefits: Sponsor branding on the official Gala Dinner photo booth and on all digital photos. Branded backdrop and props. Five (5) complimentary seats at the Gala Dinner.
Exclusive Gala Dinner Wine Sponsor – R25,000.00
Opportunities Available: 1
Benefits: Mention by the MC when introducing the wine service. Branding on table menus. Five (5) complimentary seats at the Gala Dinner.
Section 3: Other FPI Sponsorship Opportunities
FPI Annual Sponsorship Partnership – R500,000.00
Opportunities Available: 1
Take advantage of year-round visibility.
Benefits:
- Speaking: A 10-minute speaking slot at four (4) virtual events. Sponsorship of two (2) webinars with speakers provided by the sponsor.
- Branding: Website banner visibility for 12 months. Exposure at four (4) online events and 36 webinars.
- Marketing: A half-page advertisement in the 2026 Convention Magazine. An article slot in the quarterly membership newsletter.
- Delegates: Two (2) tickets for each sponsored event.
Annual Refresher Masterclass – R150 000.00
Opportunities Available: 1
A flagship CPD event hosted as a hybrid experience (In-person in Gauteng and Cape Town, and Online). Total Audience Reach: 1,000 delegates.
Benefits:
- Speaking Engagement: A 30-minute speaking slot on an FPI-assigned topic.
- Branding: Logo featured on electronic invitations distributed to over 40,000 FPI contacts. Branding on the FPI Events Calendar banner.
- Extended Visibility: The recorded session will be hosted for one year after the live event.
Annual Refresher Masterclass – Promotional Table – R10,000.00
Opportunities Available: 4
Benefits: Prominent branding at your exhibition table. Two (2) complimentary in-person tickets.
FPI Budget Review – R60,000.00
Opportunities Available: 1
Exclusive sponsor of the FPI Budget Review online event.
Benefits: A dedicated 30-minute speaking slot. Headline sponsor recognition in every event mailer.
FPI Webinar Sponsorship – R15,000.00
Opportunities Available: Unlimited
Benefits: Present on a relevant topic of your choice. Branding on invitations (over 6,000 members) and free website banner advertising. Two (2) tickets for each webinar.
FPI Virtual Event Sponsorship – R60,000.00 (Per Event)
Opportunities Available: 1 per Virtual Event
Includes: Retirement & Investment, Employee Benefits and Health, Ethics and AI, Estate and Trust, and Tax Planning Masterclasses.
Benefits: A 30-minute speaking slot on a topic assigned by FPI. Branding on invitations sent to over 40,000 contacts. Long-term exposure for one year via recorded session.
FPI Woman in Financial Planning event – R50,000.00
Opportunities Available: 3
Benefits: A 20-minute address by a representative from your organisation during the opening session. Exclusive branding on all event materials, including invitations and programs, and logo placement at the breakfast serving area. Four (4) complimentary seats.
FPI Consumer Engagement Package – R50,000.00
Benefits: Featured speaker slot focusing on consumer education. Logo prominently displayed throughout consumer campaigns, featured specifically on MyMoney123 materials.
Contact Us
Should you wish to discuss any information contained in this document, please contact us and we will gladly assist.
- e-mail: events@fpi.co.za
- contact number: +27 11 470 6000
4. 📋 FPI Sponsorship Booking Form
Please complete the digital booking form below to secure your sponsorship.
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