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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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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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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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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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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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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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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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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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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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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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 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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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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