Financial Services Industry Celebrate the Financial Planning Week 2016

29 August 2016

According to the 2016 Global Consumer Survey (GCS) issued by the Financial Planning Institute of Southern Africa (FPI), only 27% of South Africans believe that they are knowledgeable about finance and financial matters. However, 74% of South Africans consider building a savings plan to be a top priority.

Understanding these challenges, , the Financial Planning Institute (FPI) alongside the financial services industry will be offering FREE financial planning consultations and literacy courses to consumers during Financial Planning Week, scheduled to run from 05-09 September 2016, as part of their ongoing initiative to educate consumers.

A variety of initiatives will be offered to consumers nationally by the following financial planning practices and CERTIFIED FINANCIAL PLANNER® professionals:

To take action and promote Financial Planning Week as well as become a part of this nationwide joint industry initiative, visit or email call (011) 470-6000.

Quick Polls


How confident are you that insurers treat policyholders fairly, according to the Treating Customers Fairly (TCF) principles?


Very confident, insurers prioritise fair treatment
Somewhat confident, but improvements are needed
Not confident, there are significant issues with fair treatment
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