FPI General
News
The 2024 Financial Planning Institute of Southern Africa Financial Planner of the Year finalists have been announced
19 July 2024 We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2024 Financial Planning Institute...
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Lara Warburton, CFP®, claims top honors at FPI 2023 gala awards
14 November 2023 FOR IMMEDIATE RELEASE LARA WARBURTON, CFP®, CLAIMS TOP HONORS AT FPI 2023 GALA AWARDS Johannesburg, 14 November 2023 – The Financial Planning Institute of...
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World Financial Planning Day Returns
FPSB to host its seventh annual World Financial Planning Day to coincide with International Organization of Securities Commissions World Investor Week
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FPI Congratulates the ASISA Foundation
Johannesburg: In support of the brilliant work done by the ASISA Foundation under the leadership of Ruth Benjamin-Swales and an unwavering commitment to promoting Financial Planning for All, the Financial...
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Concerns mount as South Africa's National Healthcare Insurance Bill progresses
The latest update on the National Healthcare Insurance (NHI) bill in South Africa has sparked growing concerns among stakeholders. Despite the portfolio committee’s decision to move forward with the bill,...
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The Financial Planning Institute of Southern Africa (FPI)
The Financial Planning Institute of Southern Africa (FPI) reflects on National Treasury’s published two-pot regulations for public comment
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Financial industry leaders
Johannesburg: The Financial Planning Institute of Southern Africa’s (FPI) half-day online workshop covering Practice Management, to take place on 21 June 2023…
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COFI is founded on culture and governance
Over the next months, as National Treasury prepares to submit the Conduct of Financial Institutions (COFI) Bill to Parliament for approval, more and more will be written about it….
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2024 Professional Practice of the Year Award
JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2024 Professional Practice of the Year Award The award honours and celebrates FPI Approved Professional Practices and seeks to highlight to the public and the broader financial planning...
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FPI CEO to serve as chairperson on distinguished international committee
The Financial Planning Standards Board – the standards-setting body for the global financial planning profession – has named Lelané…
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Centric Wealth Advisory (PTY) Ltd (“Centric Wealth Advisory”) is now an FPI Approved Professional…
The Cape Town-based wealth management specialists are honoured to be one of 15 practices nationwide to have achieved this…
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FPI welcomes Absolut Wealth Management and Gradidge-Mahura Investments
The Financial Planning Institute of Southern Africa (FPI) has recently accredited, and welcomes on board, Absolut Wealth Management and Gradidge…
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