Press Release

Bunono Dangazele
Posted by Bunono Dangazele
27 November 2024

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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Bunono Dangazele
Posted by Bunono Dangazele
27 August 2024

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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Bunono Dangazele
Posted by Bunono Dangazele
22 July 2024

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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Bunono Dangazele
Posted by Bunono Dangazele
15 November 2023

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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Bunono Dangazele
Posted by Bunono Dangazele
2 June 2023

LexisNexis publication will guide financial planners and students through the practicalities of drawing up a financial plan

  LEXISNEXIS PUBLICATION WILL GUIDE FINANCIAL PLANNERS AND STUDENTS THROUGH THE PRACTICALITIES OF DRAWING UP A FINANCIAL PLAN  In a welcome development for the financial planning profession LexisNexis, the global...

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Bunono Dangazele
Posted by Bunono Dangazele
15 May 2023

The road from REGISTERED FINANCIAL PLANNER™ to REGISTERED FINANCIAL PRACTITIONER™

Johannesburg: The REGISTERED FINANCIAL PRACTITIONER™ (RFP) professional designation has come a long way since its inception in 2019 as a result of the change from the REGISTERED FINANCIAL PLANNER™ professional...

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FPI
Posted by FPI
21 February 2023

The Financial Planning Institute of Southern Africa to offer invaluable insights on Budget 2023

Johannesburg: The Financial Planning Institute of Southern Africa (FPI) will be providing a comprehensive breakdown of the Budget speech on 23 February 2023. Professional members of FPI (CFP® FSA™ and RFP™) as...

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FPI
Posted by FPI
15 February 2023

Palesa Dube, CFP® takes top honours at the 2022 FPI Financial Planner of the Year Awards

Johannesburg: Every year the Financial Planning Institute of Southern Africa (FPI) recognises and awards the financial planner who demonstrates outstanding accomplishments in plying their trade. The FPI Financial Planner of...

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FPI
Posted by FPI
10 February 2023

The 2023 Financial Planning Institute of Southern Africa’s (FPI) Professionals Convention.

Exciting content and speaker line up and innovative interaction platforms will again be the order of the day at the Financial Planning Institute of Southern Africa’s (FPI) Professionals Convention. The...

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FPI
Posted by FPI
1 February 2023

Global growth in CERTIFIED FINANCIAL PLANNER® professionals speaks to the need for more in South Africa

Johannesburg: The CERTIFIED FINANCIAL PLANNER® (CFP) professional designation continues  to grow globally as relevance and demand for the designation is at an all-time high. The Financial  Planning Standards Board Ltd....

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FPI
Posted by FPI
15 January 2023

The 2023 Financial Planning Institute of Southern Africa Awards are open for entry

Johannesburg: The nominations for the prestigious Financial Planning Institute of Southern Africa (FPI) Awards 2023 have officially opened. The FPI will be hosting the awards ceremony in November 2023, where...

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FPI
Posted by FPI
5 November 2022

Planning a brighter future: FPI launches Young Financial Planners Organisation

As part of its vision to make professional financial planning available to all South Africans, the Financial Planning Institute has launched the Young Financial Planners Organisation (YFPO), a member led...

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FPI
Posted by FPI
20 October 2022

Palesa Dube, CFP® takes top honours at the FPI 2022 Gala awards evening

Johannesburg: Every year the Financial Planning Institute of Southern Africa (FPI) recognises and awards the financial planner who demonstrates outstanding accomplishments in plying their trade. The FPI Financial Planner of...

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FPI
Posted by FPI
15 October 2022

The Financial Planning Institute of Southern Africa’s Tax Planning workshop to tackle current changes in the industry

The Financial Planning Institute of Southern Africa’s Tax Planning workshop to tackle current changes in the industry Johannesburg: The tax landscape in South Africa is vibrant and dynamic, with changes...

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FPI
Posted by FPI
15 October 2022

FPI CPD requirements for Advice Designations updated

Johannesburg: The Financial Planning Institute of Southern Africa NPC (FPI) recently conducted a review of its Continuous Professional Development (CPD) policy and amended the requirements for professional members who hold...

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FPI
Posted by FPI
12 October 2022

CPD Requirements For FPI Advice Designations Updated  

Johannesburg: The Financial Planning Institute of Southern Africa NPC (FPI) recently  conducted a review of its Continuous Professional Development (CPD) policy and amended  the requirements for professional members who hold...

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