FPI at Leaderex_V4
Johannesburg – The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority recognised professional association for financial planners and advisers in South Africa, will have a significant...
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The Financial Planning Institute of Southern Africa to bring financial education to consumers during Money Smart Week
The Financial Planning Institute of Southern Africa to bring financial education to consumers during Money Smart Week Johannesburg: With the theme of Build your future, be smart about money, Money...
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FPI CEO to serve as chairperson on distinguished international committee
The Financial Planning Standards Board – the standards-setting body for the global financial planning profession – has named Lelané…
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Centric Wealth Advisory (PTY) Ltd (“Centric Wealth Advisory”) is now an FPI Approved Professional…
The Cape Town-based wealth management specialists are honoured to be one of 15 practices nationwide to have achieved this…
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FPI welcomes Absolut Wealth Management and Gradidge-Mahura Investments
The Financial Planning Institute of Southern Africa (FPI) has recently accredited, and welcomes on board, Absolut Wealth Management and Gradidge…
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Retirement Planning Press Release V4
Significant disruption in the retirement planning sector has forced individuals to re-look their retirement plans to accommodate these changes. In response to this, the Financial Planning Institute of Southern Africa...
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Event Test
World Investor week (WIW) is a week-long global campaign promoted by IOSCO to raise awareness about the importance of investor education and protection and highlights the various initiatives of securities...
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It’s that time of the year again: The 2022 Financial Planning Institute of Southern Africa Annual Awards are open for entry.
On the 19th of October 2022, the Financial Planning Institute of South Africa (FPI) will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised....
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6th World Financial Planning Day to bring global CFP professionals together for benefit of consumers
Every year, on the first Wednesday of October, the Financial Planning Standards Board (FPSB) hosts the World Financial Planning Day to raise awareness about the importance of financial planning. The...
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To withdraw or not to withdraw? That is the question
To be, or not to be – that is the question. In one of Shakespeare’s most famous scenes, Hamlet bemoans the pain and unfairness of life while acknowledging that the...
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FPI CEO to serve as chairperson on distinguished international committee
The Financial Planning Standards Board – the standards-setting body for the global financial planning profession – has named Lelané Bezuidenhout as chairperson of its Chief Executives Committee. In November 2021,...
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Ryan McCaughey, CFP®, is crowned by the FPI as the 2021 Financial Planner of the Year.
Ryan McCaughey, CFP®, was the biggest winner at the financial planning industry’s flagship event, which took place last night. Ryan is the Executive Head of the Western Cape of the...
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CFP® - The most important three letters in financial planning
Preparing for an uncertain future has never been so important. Financial wellness is the cornerstone of a healthy society and should be the goal of every individual. But achieving financial...
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