FPI General
Press Releases
FAIS Ombud clarifies remarks about consumers’ trust in their advisers
The FAIS Ombud and the Financial Planning Institute of Southern Africa (FPI) issued statements this week after some financial advisers objected to the Ombud’s remarks about the extent to which...
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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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LexisNexis publication will guide financial planners and students through the practicalities of drawing up a financial plan
LEXISNEXIS PUBLICATION WILL GUIDE FINANCIAL PLANNERS AND STUDENTS THROUGH THE PRACTICALITIES OF DRAWING UP A FINANCIAL PLAN In a welcome development for the financial planning profession LexisNexis, the global...
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The road from REGISTERED FINANCIAL PLANNER™ to REGISTERED FINANCIAL PRACTITIONER™
Johannesburg: The REGISTERED FINANCIAL PRACTITIONER™ (RFP) professional designation has come a long way since its inception in 2019 as a result of the change from the REGISTERED FINANCIAL PLANNER™ professional...
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The Financial Planning Institute of Southern Africa to offer invaluable insights on Budget 2023
Johannesburg: The Financial Planning Institute of Southern Africa (FPI) will be providing a comprehensive breakdown of the Budget speech on 23 February 2023. Professional members of FPI (CFP® FSA™ and RFP™) as...
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Palesa Dube, CFP® takes top honours at the 2022 FPI Financial Planner of the Year Awards
Johannesburg: Every year the Financial Planning Institute of Southern Africa (FPI) recognises and awards the financial planner who demonstrates outstanding accomplishments in plying their trade. The FPI Financial Planner of...
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The 2023 Financial Planning Institute of Southern Africa’s (FPI) Professionals Convention.
Exciting content and speaker line up and innovative interaction platforms will again be the order of the day at the Financial Planning Institute of Southern Africa’s (FPI) Professionals Convention. The...
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Global growth in CERTIFIED FINANCIAL PLANNER® professionals speaks to the need for more in South Africa
Johannesburg: The CERTIFIED FINANCIAL PLANNER® (CFP) professional designation continues to grow globally as relevance and demand for the designation is at an all-time high. The Financial Planning Standards Board Ltd....
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The 2023 Financial Planning Institute of Southern Africa Awards are open for entry
Johannesburg: The nominations for the prestigious Financial Planning Institute of Southern Africa (FPI) Awards 2023 have officially opened. The FPI will be hosting the awards ceremony in November 2023, where...
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Planning a brighter future: FPI launches Young Financial Planners Organisation
As part of its vision to make professional financial planning available to all South Africans, the Financial Planning Institute has launched the Young Financial Planners Organisation (YFPO), a member led...
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Palesa Dube, CFP® takes top honours at the FPI 2022 Gala awards evening
Johannesburg: Every year the Financial Planning Institute of Southern Africa (FPI) recognises and awards the financial planner who demonstrates outstanding accomplishments in plying their trade. The FPI Financial Planner of...
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The Financial Planning Institute of Southern Africa’s Tax Planning workshop to tackle current changes in the industry
The Financial Planning Institute of Southern Africa’s Tax Planning workshop to tackle current changes in the industry Johannesburg: The tax landscape in South Africa is vibrant and dynamic, with changes...
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FPI CPD requirements for Advice Designations updated
Johannesburg: The Financial Planning Institute of Southern Africa NPC (FPI) recently conducted a review of its Continuous Professional Development (CPD) policy and amended the requirements for professional members who hold...
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CPD Requirements For FPI Advice Designations Updated
Johannesburg: The Financial Planning Institute of Southern Africa NPC (FPI) recently conducted a review of its Continuous Professional Development (CPD) policy and amended the requirements for professional members who hold...
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Johannesburg: Financial Planning Week 3 – 7 October.
Johannesburg: Financial Planning Week 3 – 7 October. The Financial Planning Institute of Southern Africa (FPI) is proud to announce Financial Planning Week (FPW) 2022, an ongoing annual consumer initiative...
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300 leaders collaborate to take South Africa forward
o 300 CEOs and industry leaders to bring hands-on expertise at the country’s premier business event o 5000 executives, professionals and entrepreneurs set to attend Leaderex 2022 at Sandton Convention...
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FPI at Leaderex_V4
Johannesburg – The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority recognised professional association for financial planners and advisers in South Africa, will have a significant...
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The Financial Planning Institute of Southern Africa to bring financial education to consumers during Money Smart Week
The Financial Planning Institute of Southern Africa to bring financial education to consumers during Money Smart Week Johannesburg: With the theme of Build your future, be smart about money, Money...
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Retirement Planning Press Release V4
Significant disruption in the retirement planning sector has forced individuals to re-look their retirement plans to accommodate these changes. In response to this, the Financial Planning Institute of Southern Africa...
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It’s that time of the year again: The 2022 Financial Planning Institute of Southern Africa Annual Awards are open for entry.
On the 19th of October 2022, the Financial Planning Institute of South Africa (FPI) will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised....
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6th World Financial Planning Day to bring global CFP professionals together for benefit of consumers
Every year, on the first Wednesday of October, the Financial Planning Standards Board (FPSB) hosts the World Financial Planning Day to raise awareness about the importance of financial planning. The...
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To withdraw or not to withdraw? That is the question
To be, or not to be – that is the question. In one of Shakespeare’s most famous scenes, Hamlet bemoans the pain and unfairness of life while acknowledging that the...
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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 Bezuidenhout as chairperson of its Chief Executives Committee. In November 2021,...
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Ryan McCaughey, CFP®, is crowned by the FPI as the 2021 Financial Planner of the Year.
Ryan McCaughey, CFP®, was the biggest winner at the financial planning industry’s flagship event, which took place last night. Ryan is the Executive Head of the Western Cape of the...
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CFP® - The most important three letters in financial planning
Preparing for an uncertain future has never been so important. Financial wellness is the cornerstone of a healthy society and should be the goal of every individual. But achieving financial...
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Live your today and plan your tomorrow this Financial Planning Week
To celebrate Financial Planning Week, FPIMyMoney123 will be Supporting FPSB’s World Financial Planning Day. We have put together an impressive roster of free financial education webinars based on this year’s...
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FPI Response to National Treasury’s Media Statement: Process and Approach to Preservation and access to Retirement Savings
National Treasury has mentioned the possibility of amending the law to allow limited pre-retirement withdrawals. If it pushes ahead with these plans, FPI advises doing so with the utmost of...
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FPI releases 2020 Integrated Report
Financial Planning Institute of Southern Africa is pleased to announce the release of its 2020 Integrated Report. This comprehensive document is structured to inform members about the institute’s learnings from...
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It’s that time of the year again: The 2021 Financial Planning Institute of Southern Africa Awards are open for entry.
On Monday 25th October 2021 the FPI will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised. This event endeavours to acknowledge extraordinary Certified...
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The FPI and Money Smart Week: The financial vaccination program South Africa needs
The Financial Planning Institute (FPI) will support National Treasury, the FSCA and the National Consumer Financial Education Committee during Money Smart Week South Africa (MSWSA). MSWSA is an opportunity for...
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Centric Wealth Advisory (PTY) Ltd ("Centric Wealth Advisory") is now an FPI Approved Professional Practice™
The Cape Town-based wealth management specialists are honoured to be one of 15 practices nationwide to have achieved this prestigious accolade and the Financial Planning Institute of Southern Africa (FPI)...
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THE 2021 BUDGET REVIEW TRILOGY WILL BE AN ONLINE EVENT
The FPI is pleased to announce that this year’s Budget Review Trilogy will be hosted as an online event on the 24th and 25th of February 2021. The Budget Speech...
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