Become a Member

Education

Prepare yourselves for an exceptional educational journey that will equip you with the necessary knowledge to deliver professional, competent, and ethical financial planning services to clients. Through the acquisition of formal qualifications aligned with FPI’s comprehensive curricula for our three professional designations, candidates will successfully attain the learning outcomes mandated by the knowledge component of the competency frameworks.

FPI maintains a close collaboration with esteemed educational providers to ensure that financial planning qualifications in South Africa conform to international standards as well as local regulatory requirements. These designated FPI recognised Education Providers undergo a rigorous audit process to ensure compliance with the exacting standards for education and learning outcomes set forth by FPI.

For a comprehensive list of FPI recognised Education Providers, as well as the recognised underlying qualifications for FPI designations, click here.

The educational prerequisites for each designation are as follows:

  1. CERTIFIED FINANCIAL PLANNER® (CFP®):
    • Hold an approved underlying NQF level 8 qualification from an FPI recognized Education Provider. OR
    • Hold a relevant qualification listed under the Challenge Status category and provide evidence of a minimum of five years of relevant financial planning experience. For detailed criteria, please click here.
  2. FINANCIAL SERVICES ADVISOR® (FSA®):
    • Hold an approved underlying NQF level 6 or 7 qualification from an FPI recognised Education Provider (examination not required). OR
    • Possess a relevant qualification at NQF level 6 or 7 (examination required).
  3. REGISTERED FINANCIAL PRACTITIONER® (RFP®):
    • Hold an approved underlying NQF level 5 qualification from an FPI recognised Education Provider (examination not required). OR
    • Possess a relevant qualification at NQF level 5 (examination required).

Take this remarkable opportunity to embark on a formal and comprehensive educational journey that will equip you with the expertise and skills needed to excel in the field of financial planning. Embrace the challenge, and unlock your potential to become a trusted and proficient financial professional.

Financial Planning Institute of Southern Africa

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