FSA™ & RFP™ Professional Competency Examinations

Registrations for the 2023 Professional Competency Examinations are currently open. Register online as a candidate member of FPI and apply to sit for the examination from the member portal. 


Examination dates for 2023: 

FSA™ & RFP™         

14 June 2023
21 September 2023


  • Registrations will close two weeks before the examination date. 
  • Cost for the examinations for 2023 is as follows (prices include VAT): 
  • FSA™ & RFP™ – R1975.00 


  • Examinations are conducted online via a proctoring platform. 
  • Once candidates are registered and paid the examination fee for the examination, they will receive access to the PCE support portal and PCE community. 
  • In addition to the study material found in the PCE support portal and PCE community, the following learning material is prescribed:   
    • FSA™ & RFP™ PCE Fundamentals of Financial Planning Handbook (latest version) 
    • Both these texts can be purchased from https://store.lexisnexis.co.za  
  • A candidate’s employer can contact INSETA to obtain funding for the candidate to write the examination.  INSETA can be contacted at 011 381 8900 or email to workerprogrammes@inseta.org.za  
  • Familiarise yourself with the requirements of the examination by downloading the following documentation: 
    • Professional Competency Examination Policy 
    • Financial Planner Competency Profile 
    • Financial Planner Curriculum Framework 
    • Financial Advisor Competency Profile & Curriculum Framework 
    • FPI Code of Ethics and Professional Responsibility. 



Contact us on certification@fpi.co.za or telephone 011 470 6000 if you have any queries.

Financial Planning Institute of Southern Africa

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