Financial Planning

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Free financial planning advice for Knysna, George fire victims

28 June 2017 | All

In support of the Knysna, George and surrounding areas fire victims, the Financial Planning Institute (FPI) is activating the FPI Disaster Assistance Pro Bono Programme for a three-month period starting from 1 July 2017. In the case of the current disaster, this initiative will entail offering free financial planning advice to residents whose lives were devastated by the recent wildfires.

Partnering to increase the number of accredited financial planners and advisors

26 June 2017 | All

The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body and a SARS approved Recognised Controlling Body, is proud to announce a new partnership agreement with Old Mutual and PPS Insurance aimed at training and developing financial planners and advisors within these organisations into ultimately attaining the CERTIFIED FINANCIAL PLANNER® designation.

Financial Planning Institutes gets SARS Recognised Controlling Body status

22 June 2017 | All

The Financial Planning Institute of Southern Africa (FPI); a South African Qualifications Authority (SAQA) recognised professional body; has recently been approved by the South Africa Revenue Services (SARS), in terms of Section 204A of the Tax Administration Act, as a Recognised Controlling Body (RCB).

Financial planning for millennials

14 June 2017 | All

Statistics from Deloitte’s latest annual Global Millennial Survey reveals that 71% of South African millennials (those who have reached young adulthood in the early 21st century) expect to be better off than their parents when it comes to their finances. Due to this generation having a different mind-set compared to other generations, they need a different type of lifestyle financial planning.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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