FPI:  Technical and CPD Manager (Permanent)

Posted 4 months ago

The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Technical and CPD Manager, to join the Team.

The primary role of the Technical and CPD Manager is to manage and supervise team, to manage and produce working templates; tool boxes and best practice approaches and standards for the members, and to write, manage and publish articles for the FPI article databank; design and develop effective learning experiences that meet the needs of professional and affiliate members.

The successful candidate will report to the HOD: Membership Hub, and will have responsibility for the following duties and others as assigned:



Staff Management

  • Provide direction; leadership, guidance and support to staff members;
  • Set and communicate staff KPAs;
  • Coach, mentor and motive staff;
  • Conduct performance reviews in line with company standards and ensure that each team member has an individual development plan/career plan;
  • Ensure staff are fully equipped and have received training as identified;
  • Maintain team discipline and deal with matters timeously and fairly;
  • Ensure the team is living the company values, mission and vision, and ensure that HR policies and procedures are adhered to by staff;
  • Provide regular feedback & reporting on staff related matters.


Candidate Campaign & Student Support

  • Ensure that relevant technical support and candidate support is given to students and candidates writing the Professional Competency Examination is collaboration with Certification Department;
  • Ensure that SME’s/training providers are identified and necessary training provided;
  • Ensure that material on FPI online learning platform and all relevant platforms are relevant and current;
  • Develop and implement candidate support campaigns and related projects.


Tools and Toolboxes

  • Identify tools that would be beneficial to members in terms of implementing best practice standards for financial planning;
  • Encourage members and competency committees to submit tools;
  • Produce templates and tools where gaps are identified;
  • Manage tools produced and/or submitted by members on the FPI tool databank;
  • Promote the service to members.


Advocacy Initiatives

  • Draft and maintain FPI Editorial Board Terms of Reference;
  • Manage FPI Editorial board for the Financial Planner Magazine in accordance with its terms of reference;
  • Edit and rewrite portions of technical documents;
  • Write original articles for the databank and FPI’s various publications.


Technical Committees

  • Manage competency committees to ensure that competency committee deliverables are met;
  • Ensure that mandates are not exceeded and manage process;
  • Identify areas of concern/ interest that require attention from a competency committee perspective on a once off basis in the form of an official FPI commentary;
  • Research, write, manage and oversee written submissions, to the Advocacy team, that effectively form competency committee positions;
  • Maintain existing and forge new relationships with other industry bodies technical departments;
  • Provide administrative assistance and input where needed to assist and drive the competency committees on delivering their mandate.


CPD Management

  • Oversee and manage the entire CPD process;
  • Schedule, plan & execute all CPD events, in conjunction with RCC and internal departments;
  • Manage and oversee all face-to-face events;
  • Manage internal event tracking system, including reporting relevant statistics to the HOD;
  • Manage Pre-event costing;
  • Manage Post event follow ups (venue, catering, equipment, etc.);
  • Manage post event requests and debriefs;
  • Manage invoicing process; Manage Webinars and all relevant online CPD systems;
  • Identify topics that would be of interest to members and speakers for CPD, through engagement with the competency committees, and communicate this to the Centre for Professional Development;
  • Produce technical webinars for members, from conceptualisation through to distribution / delivery stage.
  • Attend and provide input to relevant IT and Platform meetings;
  • Manage CPD relevant IT systems effectively;
  • Provide training to staff and members on relevant CPD IT systems;
  • Manage and oversee the CPD Team;
  • Coach, mentor and motivate the CPD team;
  • Conduct CPD Team performance reviews;
  • Ensure CPD team is fully equipped and received training as identified;
  • Maintain CPD team discipline and deal with matters timeously and fairly;
  • Regular feedback & reporting on staff related matters.


Interdepartmental Collaboration

  • Provide for regular interdepartmental collaboration and cooperation initiatives;
  • Participate and contribute on any relevant FPI projects.


General Administration and Reporting

  • General correspondence and administration completed accurately and timeously.
  • Email, inbox and data managed timeously and effectively.
  • Professional image maintained in all communication.
  • Conduct member surveys bi-annually or when required.
  • Aggregate and compile member survey results and provide analysis.
  • All reporting and feedback requirements met, and reports completed accurately and timeously, according to company requirements.
  • Adhere to departmental processes and standard operating procedures.
  • Supply statistics and information as requested.



  • Certified CFP® professional member in good standing;
  • At least 3 – 5 years prior experience within the Financial Services Industry;
  • Degree or Diploma in Financial Planning;
  • Experience Managing subordinates;
  • Excellent presentation, oral and written communication skills.



  • FPI Position;
  • FSB Positioning;
  • Insurance Industry;
  • Superior command of the English Language;
  • Strong Writing Skills.
  • Communication Management (articles and publications);
  • Management experience;
  • Member Surveys;
  • Relationship Management;
  • Risk Identification and Management;
  • Template and Standards Design and Implementation;
  • Develop and edit online learning material and content
  • Assess learning needs
  • Analyze existing instructional material
  • Develop and design online material and assessment tools
  • Oversee implementation of online learning programs
  • Maintain currency in the field of online learning.



(R 540 000,00 – R 660 000,00)



  • Please submit applications to: human-resources@fpi.co.za by Thursday, 25 April 2024,  alternatively, please apply via our LinkedIn page.
  • FPI reserves the right to make an offer or withdraw this role vacancy at its sole discretion.

Apply Online

Post a comment

Your email address will not be published. Required fields are marked *

Financial Planning Institute of Southern Africa

Subscribe to the The Financial Planning Institute of Southern Africa Newsletter