Documents and Other
The listed documents below are in downloadable PDF format
Important documents
FPI Membership Value Proposition
FPI_Certification Brochure_final copy
Brand documents
FPI_Fundamental Brand Guidelines copy
FPI MyMoney123_Colours + Fonts
Overall documents
2021 Current CPD Provider list – website
FPI-1-Memorandum_of_Incorporation_effective-20210609
FPI-2-Member-Regulations_effective-20200701
FPI-3-Certification-Standard_effective-20211124
FPI-4-Code-of-Ethics-and-Professional-Responsibility
FPI-5-Disciplinary-Regulations_-effective-20210901-.pdf
ComplaintsInformationAndOtherForums
CDP Provider – Terms and conditions
Financial Planner Competency Profile
FPI Recognised Education Providers
Info-Statement-of-Impartiality
IR-FPI-Integrated-Report-2017_final_copy
Understanding CPD under – BN 194 of 2017
Understanding product specific training as it relates to CIS and hedge funds
Press Releases
The listed Press Releases below are in downloadable PDF format
Budget Trilogy Press Release Updated 11 Feb 2021_
FPI _FPSB press release – 18 Nov
Financial planning Week 17 September 2021#
FPI Awards Press release 26 October 2021 #
FPI Awards Press release 26 October 2021 #
FPI Awards Press Release 30 March 2021
FPI Centric Wealth Press Release 23 Feb 2021#
FPI awards still open for entry 15 July 2021
FPI Money Smart Week release 16 March 2021.
FPI Press Release – 2021 Convention The Future is Human
FPI Press release – Financial Planning Week 2021 – Save the date – 19 May 2021
Press release by David Kop of the FPI – withdraw or not to withdraw
FPI_Integrated Report press release 2 July 2021