Documents and Other

 

The listed documents below are in downloadable PDF format

 

Important documents

FPI Membership Value Proposition Brochure

FPI Certification Brochure

Professional Practice Brochure

Corporate Partner Brochure

FPI Designation Brochure Student

Presenters-Guide

FPI Company Profile

Become a Financial Service Advisor™ Professional

Become a Registered Financial Practitioner™ Professional

2022 AGM Meeting Information Rules and Understanding the system

2022 AGM Notice Email

2022 AGM Notice Full

2022 AGM Proxy Form

2022 FPI AGM Agenda

FPI Final Consolidated & Separate AFS – 31 December 2021

Minutes of AGM – 09 June 2021

 

 

Brand documents

FPI Fundamental Brand Guidelines

FPI MyMoney123 Colours + Fonts

YFPO Brand Guidelines

 

Overall documents

2021 Current CPD Provider list

FPI Memorandum of Incorporation

FPI Member Regulations

FPI Certification Standard

FPI Code of Ethics and Professional Responsibility

FPI Disciplinary Regulations

Accredited CPD

Complaints Affidavit

Complaints form

Complaints Information And Other Forums

CDP Provider – Terms and conditions

Financial Planner Competency Profile

FPI CPD Policy regulations

FPI Recognised Education Providers

FPI PAIA Manual

Privacy Policy

Security Policy

Statement of Impartiality

FPI Integrated Report 2017

FPI Integrated Report 2020

Mentoring Guide

Understanding CPD under – BN 194 of 2017

Understanding product specific training as it relates to CIS and hedge funds

TM – Use of Advisor Mark Guide

TM – Use of Planner Mark Guide

Educational Provider and Programme Recognition Policy

 

E-Books by Cover Magazine

2021 Professional Convention e-book

News Flash

 

The listed articles below are in downloadable PDF format

 

2021 data show the CFP® mark is stronger than it’s ever been

ANNUAL REFRESHER 2022

2022 CFP® Professional Growth

Press Release: Budget Trilogy 11 February 2021

Press Release: FPI FPSB – 18 November 2021

Financial planning Week – 17 September 2021

Press Release: FPI Awards – 26 October 2021

Press Release: FPI Awards – 30 March 2021

Press Release: FPI Centric Wealth – 23 February 2021

Press Release: FPI Money Smart Week – 16 March 2021

Press Release: David Kop of the FPI – withdraw or not to withdraw

Press Release: FPI Integrated Report – 2 July 2021

FPI Response to National Treasury – 17 Aug 2021

Press Release: CFP® FPI – 17 September 2021

Press Release: 2022 FPI Annual Awards

 

Media Kit

The attached media kit is valid until June 2022. There after it will be revised.

FPI 2021 Media Kit copy

 

2022 FPI Sponsorship Prospectus

 

BlueChip Magazine

BlueChip Magazine has for over 10-years been the publication of choice for financial planners and financial advisors in the South African market.

The listed BlueChip Magazines below are in downloadable PDF format

 

May – July 2022

October – December 2021

July – September 2021

January 2021

October 2020

July 2020

 

Board Elections

2022 FPI Director election candidates standing for election

FPI Digital Backgrounds

The below downloadable images are digital backgrounds to be used on all FPI digital interactions.

 

How to guide

 

The listed how to guides below are in downloadable PDF format and enabled to assist you navigate the new environment. 

How to register for an event

How to register as a bulk booking or invoice to company

 

Member Renewal

 

Event Agenda

 

The listed how to guides below are in downloadable PDF format and enabled to assist you navigate the new environment. 

Budget Review Programme – 08 February 2022

 

2022 Awards material

The listed how to guides below are in downloadable PDF format and enabled to assist you navigate the new environment. 

2022 FPI Awards – guide

2022 FPI Diversity and Inclusion award entry form

2022 FPI Diversity and Inclusion award – guide

2022 FPI Professional Practice of the year award – guide

2022 FPI Professional Practice of the year entry form

2022 FPI Professional Practice of the year T’s & C’s

Code of Ethics and Professional Responsibility

2022 Harry Brews nomination form

2022 It Starts with Me nomination form

 

Financial Planner of the year documents

2022 Financial Planner guide

2022 Financial Planner of the year award guide

2022 Financial Planner of the year award nomination form

2022 Financial Planner of the Year Award T’s&C’s

2022 Financial Planner of the year entry form

Code of ethics and professional responsibility

2022 FPI Professional Practice of the year T’s& C’s

2022 FPI Professional Practice of the year award – guide

FPI 2022 Awards Press Release

Financial Advisor Competency Profile and Curriculum

Financial Planner Competency Profile

Memorandum of incorporation