Protecting client information in an increasingly digital financial planning environment
Financial planning is built on trust. Clients share personal details with their financial planners, including their income, debt, investments, retirement plans, identity documents, banking information and tax details. They expect...
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What we heard at the 2026 FPi Professionals Convention
CAPE TOWN, South Africa – 16 October 2026 – The FPi Professionals Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South...
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FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner
Cape Town, 7 October 2026 – The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala...
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Foundation Family Wealth Approved as an FPi Approved Professional Practice™
Johannesburg, September 2026 – The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™. ...
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FPi announces 2026 Corporate Partner of the Year finalists
Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and Alexforbes Financial Planning Consultants recognised for advancing professional financial planning through active partnership Johannesburg, 17 September 2026...
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Do I really need a will?
Some questions answered National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen...
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Seven financial planning lessons from Leaderex 2026
Financial planning isn’t only about saving and investing. It is also about protecting what you have, preparing for unexpected changes and making sure your finances support the life you want....
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FPi announces 2026 Financial Planner of the Year finalists
South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention Johannesburg, 20 August 2026 – The Financial Planning Institute of Southern Africa (FPi) has announced the...
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More than a celebration: FPI Women's Day event inspires women to lead with courage, purpose and resilience
Women’s Day is often a time to celebrate achievements, but this year’s Financial Planning Institute of Southern Africa (FPI) Women’s Day event encouraged delegates to do something even more powerful,...
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Foster Wealth Awarded FPI Approved Professional Practice™ Accreditation
FOR IMMEDIATE RELEASE Foster Wealth Awarded FPI Approved Professional Practice™ Accreditation Johannesburg, 6 August 2026 – The Financial Planning Institute of Southern Africa (FPI) is pleased to welcome and congratulate Foster Wealth on its...
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Ethics, AI and the future of financial planning: Key insights from FPi's Ethics and AI Masterclass
Ethics, AI and the future of financial planning: Key insights from FPi’s Ethics and AI Masterclass Artificial intelligence (AI) is changing the way financial planners work, but one message came...
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RiG Advisory Services Achieves FPI Approved Professional Practice™ Status
FOR IMMEDIATE RELEASE RiG Advisory Services Achieves FPI Approved Professional Practice™ Status The Financial Planning Institute of Southern Africa (FPI) proudly welcomes and congratulates RiG Advisory Services on its approval as an FPI Approved...
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FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession
MEDIA RELEASE Embargoed until 7:00 am SAST / 5:00 pm NZST, 28 July 2026 FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession Johannesburg, 28...
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Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status
Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status Johannesburg, 22 July 2026 – The Financial Planning Institute of Southern Africa (FPI) is pleased to welcome and congratulate Jenwil BlueStar on achieving FPI Approved Professional Practice™ status. This prestigious certification confirms that Jenwil...
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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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