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General
FPI World – Dropdown Menu
Media
Blue Chip
Stock Exchange Handbook
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Publishing
Press Releases
Social Events
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YFPO
The Hube
The Studio
FPI Education and Training Trust
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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
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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
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YFPO
Tax Practitioner
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Become an FPI Recognised Educational Provider
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Our current FPI Approved CPD Providers
Approved CPD Activities
Financial Support
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Find a Financial Planner
Education Initiatives
A Professional Journey
University of Johannesburg Professional Body Expo
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Exams
Events
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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
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Resources – Dropdown Menu
Member Code of Ethics and Policies
Position papers and FPI philosophy
Procurement
Annual Calendar
Press Room
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Report Misconduct
Statement of impartiality
Other Documents
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The Ultimate Leadership Blueprint for FSPs
Solving the COFI Puzzle
Contact
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Irene Zambelis
FPI250712584
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Irene Zambelis
Financial Planning Institute of Southern Africa
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