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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CFP® - The most important three letters in financial planning
Preparing for an uncertain future has never been so important. Financial wellness is the cornerstone of a healthy society and should be the goal of every individual. But achieving financial...
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Live your today and plan your tomorrow this Financial Planning Week
To celebrate Financial Planning Week, FPIMyMoney123 will be Supporting FPSB’s World Financial Planning Day. We have put together an impressive roster of free financial education webinars based on this year’s...
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FPI Response to National Treasury’s Media Statement: Process and Approach to Preservation and access to Retirement Savings
National Treasury has mentioned the possibility of amending the law to allow limited pre-retirement withdrawals. If it pushes ahead with these plans, FPI advises doing so with the utmost of...
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FPI releases 2020 Integrated Report
Financial Planning Institute of Southern Africa is pleased to announce the release of its 2020 Integrated Report. This comprehensive document is structured to inform members about the institute’s learnings from...
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It’s that time of the year again: The 2021 Financial Planning Institute of Southern Africa Awards are open for entry.
On Monday 25th October 2021 the FPI will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised. This event endeavours to acknowledge extraordinary Certified...
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The FPI and Money Smart Week: The financial vaccination program South Africa needs
The Financial Planning Institute (FPI) will support National Treasury, the FSCA and the National Consumer Financial Education Committee during Money Smart Week South Africa (MSWSA). MSWSA is an opportunity for...
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Centric Wealth Advisory (PTY) Ltd ("Centric Wealth Advisory") is now an FPI Approved Professional Practice™
The Cape Town-based wealth management specialists are honoured to be one of 15 practices nationwide to have achieved this prestigious accolade and the Financial Planning Institute of Southern Africa (FPI)...
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THE 2021 BUDGET REVIEW TRILOGY WILL BE AN ONLINE EVENT
The FPI is pleased to announce that this year’s Budget Review Trilogy will be hosted as an online event on the 24th and 25th of February 2021. The Budget Speech...
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