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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Johannesburg: Financial Planning Week 3 – 7 October.
Johannesburg: Financial Planning Week 3 – 7 October. The Financial Planning Institute of Southern Africa (FPI) is proud to announce Financial Planning Week (FPW) 2022, an ongoing annual consumer initiative...
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300 leaders collaborate to take South Africa forward
o 300 CEOs and industry leaders to bring hands-on expertise at the country’s premier business event o 5000 executives, professionals and entrepreneurs set to attend Leaderex 2022 at Sandton Convention...
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FPI at Leaderex_V4
Johannesburg – The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority recognised professional association for financial planners and advisers in South Africa, will have a significant...
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The Financial Planning Institute of Southern Africa to bring financial education to consumers during Money Smart Week
The Financial Planning Institute of Southern Africa to bring financial education to consumers during Money Smart Week Johannesburg: With the theme of Build your future, be smart about money, Money...
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Retirement Planning Press Release V4
Significant disruption in the retirement planning sector has forced individuals to re-look their retirement plans to accommodate these changes. In response to this, the Financial Planning Institute of Southern Africa...
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It’s that time of the year again: The 2022 Financial Planning Institute of Southern Africa Annual Awards are open for entry.
On the 19th of October 2022, the Financial Planning Institute of South Africa (FPI) will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised....
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6th World Financial Planning Day to bring global CFP professionals together for benefit of consumers
Every year, on the first Wednesday of October, the Financial Planning Standards Board (FPSB) hosts the World Financial Planning Day to raise awareness about the importance of financial planning. The...
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To withdraw or not to withdraw? That is the question
To be, or not to be – that is the question. In one of Shakespeare’s most famous scenes, Hamlet bemoans the pain and unfairness of life while acknowledging that the...
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FPI CEO to serve as chairperson on distinguished international committee
The Financial Planning Standards Board – the standards-setting body for the global financial planning profession – has named Lelané Bezuidenhout as chairperson of its Chief Executives Committee. In November 2021,...
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Ryan McCaughey, CFP®, is crowned by the FPI as the 2021 Financial Planner of the Year.
Ryan McCaughey, CFP®, was the biggest winner at the financial planning industry’s flagship event, which took place last night. Ryan is the Executive Head of the Western Cape of the...
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