Woodland Wealth Achieves FPI Approved Professional Practice® Status
Introduction The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Woodland Wealth (PTY) Ltd on its recent approval as an FPI Approved Professional Practice®. This...
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FPI Unveils Vision 2030 and Strategic Direction for the Financial Planning Profession
FOR IMMEDIATE RELEASE FPI Unveils New Vision and Mission for 2030 — Building Better Futures through Trusted Professional Financial Planning The Financial Planning Institute of Southern Africa NPC...
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FPI Celebrates Excellence at the 2025 FPI Awards Ceremony and Gala Dinner
PRESS RELEASE FOR IMMEDIATE RELEASE Date: 6 November 2025 Location: Johannesburg, South Africa FPI Celebrates Excellence at the 2025 FPI Awards Ceremony and Gala Dinner The Financial Planning Institute of...
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FPSB Honors Two Leaders with 2025 Noel Maye Award for Outstanding Contributions to the Financial Planning Profession
DENVER, COLO – 14 October 2025 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession, is pleased to announce Lelané Bezuidenhout, CFP, and...
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FPI and FP Canada™ Sign Memorandum of Understanding to Advance Global Financial Planning Standards
FOR RELEASE 07 OCTOBER 2025 FPI and FP Canada™ Sign Memorandum of Understanding to Advance Global Financial Planning Standards Johannesburg, South Africa / Toronto, Canada – October 7, 2025...
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Fisher Dugmore Financial becomes an FPI Approved Professional Practice
The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Fisher Dugmore Financial (Silver lakes & Centurion) on both being approved as an FPI Approved...
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Announcement of the Finalists for the 2025 Financial Planner of the Year Award
16 September 2025 We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute...
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FPI announces the successful completion of its first CFP® Capstone and Financial Plan assessment
FOR IMMEDIATE RELEASE Johannesburg, 20 June 2025 — The Financial Planning Institute of Southern Africa (FPI) is proud to announce the successful completion of its first CFP® Capstone and Financial Plan...
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Financial Planning Institute of Southern Africa Announces New Board Chair
FOR IMMEDIATE RELEASE Financial Planning Institute of Southern Africa Announces New Board Chair Johannesburg, South Africa – 18 June 2025 – The Financial Planning Institute of Southern Africa (FPI)...
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Global research reveals how AI is revolutionizing financial planning
Global research reveals how AI is revolutionizing financial planning FPSB unveils global findings on AI’s impact on financial planning, with over three quarters of financial planners stating AI will...
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Galileo Capital (Pty) Ltd becomes an FPI Approved Professional Practice
The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Galileo Capital (Pty) Ltd on being approved as an FPI Approved Professional Practice™. This prestigious certification...
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FPI Surpasses 5,000 CFP® Professionals, Marking a Historic Milestone
Johannesburg, 21 January 2025 — The Financial Planning Institute of Southern Africa (FPI) proudly announces a significant milestone in its history: as of 31 December 2024, FPI has surpassed 5,000...
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Consolidated Wealth (Pty) Ltd becomes an FPI Approved Professional Practice
The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Consolidated™ Wealth (Pty) Ltd on being approved as an FPI Approved Professional Practice™. This prestigious certification...
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FAIS Ombud clarifies remarks about consumers’ trust in their advisers
The FAIS Ombud and the Financial Planning Institute of Southern Africa (FPI) issued statements this week after some financial advisers objected to the Ombud’s remarks about the extent to which...
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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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