General
FPI World – Dropdown Menu
Media
Blue Chip
Stock Exchange Handbook
News
Publishing
Press Releases
Social Events
Meet the Team
Partners
YFPO
The Hube
The Studio
FPI Education and Training Trust
Tenders and Contractors
FPIMYMoney123
Find a Financial Professional
Membership
Membership – Mega Menu
New Membership
Apply for membership
Membership Value Proposition
Membership Journey
Become a FPI Professional Member
Education
Experience
Exams
Ethics
Individual
Apply for Professional Membership
Apply for Affiliate Membership
Student Membership
Candidate Membership
Retirement Membership
Existing Members
Member Requirements
How to maintain membership
Payment
CPD Requirements
Complete Annual Member Declaration
Reporting Misconduct
Member Benefits
Commissioner of Oaths Stamp
Letter of Good Standing
Complimentary CPD Opportunities
Peer Collaboration
CFP® Digital Credentials
FSA® & RFP® Digital Certificate
Member Types
Individual Members
CFP® Professional
FSA® Professional
RFP® Professional
Corporate Members
Professional Practice
Corporate Partners
Member Resources
Member Rules, Policies and Guidelines
Member Participation
YFPO
Tax Practitioner
Directors
Board Committees
Sub-Committees
Technical Sub-Committees
Member Volunteer Opportunities
Education
Education – Mega Menu
FPI Recognised Educational Providers
FPI Approved CPD Providers
Become an FPI Recognised Educational Provider
Our current FPI Recognised Educational Providers
Become an FPI Recognised CPD Provider
Our current FPI Approved CPD Providers
Approved CPD Activities
Financial Support
Consumer Education
FPI Education and Training Trust
FPIMyMoney123™
Find a Financial Planner
Education Initiatives
A Professional Journey
University of Johannesburg Professional Body Expo
Career Pathway Journey
Exams
Events
Events – Dropdown Menu
View all events
FPI Convention
Annual Awards
Current Financial Planner of the Year
Previous Financial Planner of the Year Winners
Budget Review
COFI Update
Annual Refresher
Estate and Trust Masterclass
Ethics and AI Masterclass
AI Skills Programme
Retirement and Investment Masterclass
FPSB Psychology in Practice
Employee Benefits & Health Masterclass
Tax Planning Masterclass
Partner with us
Research
Research Centre – Dropdown Menu
FPSB Research
Impact of AI on Financial Planning
Careers
Careers – Dropdown Menu
Jobs Portal
Career Guidance
Career Days
University of Johannesburg Professional Body Expo
Resources
Trademark Guides
Resources – Dropdown Menu
Member Code of Ethics and Policies
Position papers and FPI philosophy
Procurement
Annual Calendar
Press Room
Media studio
Public Policy and Advocacy
Report Misconduct
Statement of impartiality
Other Documents
Trademark Guides
The Ultimate Leadership Blueprint for FSPs
Solving the COFI Puzzle
Contact
Contact Us – Dropdown Menu
Contact us
Partner with us
Become a Member
Marketing and Public Relations
FPIMYMoney123
YFPO
The Hube
The Studio
FPI Education and Training Trust
BlueChip
About
About – Dropdown Menu
About FPI
Mission and Vision
Affiliations and MOU
Corporate Governance and Declarations
Statement of impartiality
Integrated Reports
Login
Skip to content
General
FPI World – Dropdown Menu
Media
Blue Chip
Stock Exchange Handbook
News
Publishing
Press Releases
Social Events
Meet the Team
Partners
YFPO
The Hube
The Studio
FPI Education and Training Trust
Tenders and Contractors
FPIMYMoney123
Find a Financial Professional
Membership
Membership – Mega Menu
New Membership
Apply for membership
Membership Value Proposition
Membership Journey
Become a FPI Professional Member
Education
Experience
Exams
Ethics
Individual
Apply for Professional Membership
Apply for Affiliate Membership
Student Membership
Candidate Membership
Retirement Membership
Existing Members
Member Requirements
How to maintain membership
Payment
CPD Requirements
Complete Annual Member Declaration
Reporting Misconduct
Member Benefits
Commissioner of Oaths Stamp
Letter of Good Standing
Complimentary CPD Opportunities
Peer Collaboration
CFP® Digital Credentials
FSA® & RFP® Digital Certificate
Member Types
Individual Members
CFP® Professional
FSA® Professional
RFP® Professional
Corporate Members
Professional Practice
Corporate Partners
Member Resources
Member Rules, Policies and Guidelines
Member Participation
YFPO
Tax Practitioner
Directors
Board Committees
Sub-Committees
Technical Sub-Committees
Member Volunteer Opportunities
Education
Education – Mega Menu
FPI Recognised Educational Providers
FPI Approved CPD Providers
Become an FPI Recognised Educational Provider
Our current FPI Recognised Educational Providers
Become an FPI Recognised CPD Provider
Our current FPI Approved CPD Providers
Approved CPD Activities
Financial Support
Consumer Education
FPI Education and Training Trust
FPIMyMoney123™
Find a Financial Planner
Education Initiatives
A Professional Journey
University of Johannesburg Professional Body Expo
Career Pathway Journey
Exams
Events
Events – Dropdown Menu
View all events
FPI Convention
Annual Awards
Current Financial Planner of the Year
Previous Financial Planner of the Year Winners
Budget Review
COFI Update
Annual Refresher
Estate and Trust Masterclass
Ethics and AI Masterclass
AI Skills Programme
Retirement and Investment Masterclass
FPSB Psychology in Practice
Employee Benefits & Health Masterclass
Tax Planning Masterclass
Partner with us
Research
Research Centre – Dropdown Menu
FPSB Research
Impact of AI on Financial Planning
Careers
Careers – Dropdown Menu
Jobs Portal
Career Guidance
Career Days
University of Johannesburg Professional Body Expo
Resources
Trademark Guides
Resources – Dropdown Menu
Member Code of Ethics and Policies
Position papers and FPI philosophy
Procurement
Annual Calendar
Press Room
Media studio
Public Policy and Advocacy
Report Misconduct
Statement of impartiality
Other Documents
Trademark Guides
The Ultimate Leadership Blueprint for FSPs
Solving the COFI Puzzle
Contact
Contact Us – Dropdown Menu
Contact us
Partner with us
Become a Member
Marketing and Public Relations
FPIMYMoney123
YFPO
The Hube
The Studio
FPI Education and Training Trust
BlueChip
About
About – Dropdown Menu
About FPI
Mission and Vision
Affiliations and MOU
Corporate Governance and Declarations
Statement of impartiality
Integrated Reports
Login
Back
Investment Consulting & Trustee Services
FPI260214202
Next Post
Investment Consulting & Trustee Services
Financial Planning Institute of Southern Africa
Subscribe to the
The Financial Planning Institute of Southern Africa
Newsletter
