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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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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