FPI Education & Training Trust
The FPI Education and Training Fund Trust No. 1 is a professionally managed entity established to transform the future of financial planning in South Africa.
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Raised: ZAR 217,688
Sign-up as a New Donor
New donors can sign up below. You will be redirected to Netcash to complete your secure payment gateway transaction. By donating, you agree to POPIA processing for your S18A Certificate. All donations are processed via our secure third-party gateway.
Our Mission
Our mission is to support the next generation of financial planners, focusing on historically disadvantaged candidates to ensure the profession reflects South Africa’s rich diversity and delivers high-quality, ethical financial advice to all who need it.
“To enable a transformed and inclusive financial planning industry through accessible, high-quality education that empowers disadvantaged individuals to achieve professional excellence.”
What is the Trust for?
The Trust exists to fund education, training and research in the field of financial planning. Donations are used to:
- Provide bursaries and scholarships for approved tertiary qualifications in financial planning streams.
- Support critical academic research that actively advances the practice of financial planning locally.
- Assist beneficiaries with socio-economic needs directly related to their ability to complete their studies and enter the profession.
Who Benefits?
Our beneficiaries are talented, motivated South Africans who:
- Have been economically or institutionally disadvantaged.
- Are pursuing or wish to pursue formal qualifications in financial planning.
- Are working in or aspiring to work in the financial planning sector.
- Have the potential to make a meaningful, positive impact on the profession and equal opportunity development.
Our Commitment to Broad-Based Transformation
The Trust is strictly aligned with South Africa’s Broad-Based Black Economic Empowerment (B-BBEE) strategy and the Financial Sector Charter. Established by the Financial Planning Institute of Southern Africa (FPI), this deliberate initiative addresses past imbalances to build a sustainable, inclusive future.
Governance and Accountability
The Trust is managed by a board of trustees comprising senior leaders of the FPI. It is a registered legal entity operating under strict transparency frameworks to guarantee all assets are utilized strictly for designated educational goals.
Join Us in Shaping the Future
By contributing, you support the development of qualified, ethical financial planners.
Donor Management & Instant Payments
If you are a returning partner, please use the options below to fulfill an active donation or complete your registration file. By submitting your information, you acknowledge that data is processed securely by the FPI Education and Training Fund Trust to balance campaign ledger data and generate statutory tax documentation.
Donors will be redirected securely. By donating, you agree to POPIA processing for your S18A Certificate.
Help Center
How can we help?
We’ve made it simple to reach the right team depending on your query.
Donations & Payments
For queries related to donations, payment confirmations, or issuing tax certificates.
finance@fpi.co.za
Bursaries & General
For questions about bursaries, scholarships, applications, or the Trust’s initiatives.
fpitrust@fpi.co.za
Governance & Legal
For queries regarding the Trust framework, policies, or structural regulatory compliance.
legal@fpi.co.za
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S18A Certificates
To apply for your tax deduction confirmation certificate after completing your deposit, click the button link below.
Personal information is handled with care and never shared without consent. Non-members retain complete right to update profiles or withdraw promotional permissions at any stage.
To access our official regulatory declarations, please click the link HERE.