Membership
Individual Membership Designations
Individual Membership Designations includes CFP®, FSA® and RFP® professional designations. We also offer Student and Candidate Membership.
CERTIFIED FINANCIAL PLANNER® Professional
The CERTIFIED FINANCIAL PLANNER® Professional membership is for Financial Planners who have completed a level NQF8 qualification, have three or more years of financial services experience or completed an FPI mentorship programme, has completed the Professional Competency Examination and has agreed to abide by the FPI Code of Ethics and Professional Standards.
FINANCIAL SERVICES ADVISOR® Professional
The FINANCIAL SERVICES ADVISOR® Professional membership designation is suitable for Financial Advisor with a passion for excellence. Take your career to new heights with the prestigious FINANCIAL SERVICES ADVISOR® (FSA®) designation. Developed by the Financial Planning Institute of Southern Africa (FPI) and registered with the South African Qualifications Authority (SAQA), this designation sets you apart from the competition as, by acquiring it, you have demonstrated that you are adhering to the highest standards of professionalism, ethics, and competency.
REGISTERED FINANCIAL PRACTITIONER® Professional
The REGISTERED FINANCIAL PRACTITIONER® Professional membership elevates your financial services career . This professional designation, offered by the Financial Planning Institute of Southern Africa and registered with the South African Qualifications Authority (SAQA), sets you apart in the industry, showcasing your qualifications and commitment to the FPI Code of Ethics and Practice Standards.
STUDENT MEMBERSHIP
The Student Membership is for students currently studying financial planning or advice at a tertiary institution in either a full-time or part-time capacity, but not yet working in financial services. You will be able to join a community of like-minded professionals as the FPI student membership provides a community so that you can connect with peers and mentors and have access to the FPI career centre.
CANDIDATE MEMBERSHIP
The Candidate Membership is for individuals who are currently working within the financial services profession and are on the pathway to a designation. They may either already hold their qualification or concurrently working towards applying for the designation. The FPI Candidate membership provides a community so that you can connect with peers and mentors to help on your journey to a designation.
This membership is for individuals who are required to source their own Continuous Professional Development hours.
The Continuous Professional Development Affiliate membership provides access to webinars so that you can meet your regulatory obligations with professional standard Continuous Professional Development and seamlessly report your progress to your financial service provider. The membership is for Licensed Financial Service Providers, Representatives, and Key Individuals who are required to meet the Continuous Professional Development requirements outlined in Board Notice 194/2017. Joining this community of like-minded professionals will enable you to interact online through the FPI Community Platform, regional networking events, and face-to-face Continuous Professional Development events. The Continuous Professional Development programmes and activities aligned to both the Financial Adviser and Financial Planner Curriculum, Competency Profiles, and FPI Code of Ethics & Practice Standards will enable you to obtain Continuous Professional Development verifiable hours across technical, general and ethics & practice standards categories.