Documents and Other
The listed documents below are in downloadable PDF format
Important documents
FPI Membership Value Proposition Brochure
Professional Practice Brochure
FPI Designation Brochure Student
Become a Financial Service Advisor™ Professional
Become a Registered Financial Practitioner™ Professional
2022 AGM Meeting Information Rules and Understanding the system
FPI Final Consolidated & Separate AFS – 31 December 2021
Brand documents
FPI Fundamental Brand Guidelines
FPI MyMoney123 Colours + Fonts
Overall documents
2021 Current CPD Provider list
FPI Memorandum of Incorporation
FPI Code of Ethics and Professional Responsibility
Complaints Information And Other Forums
CDP Provider – Terms and conditions
Financial Planner Competency Profile
FPI Recognised Education Providers
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
News Flash
The listed articles below are in downloadable PDF format
2021 data show the CFP® mark is stronger than it’s ever been
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.
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
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 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 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 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
Financial Advisor Competency Profile and Curriculum