orangeblock

Intermediary Bodies

Explore the Category

COFI Bill – big changes ahead for FSPs

COFI Bill – big changes ahead for FSPs

As South Africa's regulatory landscape continues to evolve, it’s crucial for financial service providers to stay ahead of the curve. With the COFI Bill poised to fundamentally reshape the way financial institutions operate and engage with clients, FAnews believes this article, written by Samantha Williams, Head of Legal and Regulatory Affairs at the FIA, provides important insight into the shifts underway - and why now is the time for FSPs to start preparing.

FPI Announces Results of Inaugural CFP® Capstone Assessment

FPI Announces Results of Inaugural CFP® Capstone Assessment

The Financial Planning Institute of Southern Africa (FPI) is proud to announce the successful completion of its first CFP® Capstone and Financial Plan assessment, marking a significant milestone in the evolution of professional certification in financial planning.

Global research reveals how AI is revolutionizing financial planning

Global research reveals how AI is revolutionizing financial planning

Three disruptors every financial adviser needs to prepare for

Three disruptors every financial adviser needs to prepare for

The fast-track implementation of the two-pots retirement solution has shone the spotlight on South Africa’s significant financial advice gap. In an ideal world, every household should have access to financial advice before making decisions that may impact long-term savings and investment outcomes. Unfortunately, vast swathes of our population have little, if any, contact with advice professionals.

quick poll
Question

“I don’t need your financial or risk advice, I am quite capable of doing this myself”. How do you respond to this boast by a prospective client?

Answer
Brokers must take charge of the subjectivity debate

Brokers must take charge of the subjectivity debate

FPI Surpasses 5,000 CFP® Professionals, Marking a Historic Milestone

FPI Surpasses 5,000 CFP® Professionals, Marking a Historic Milestone

Two-pot reforms: implications for financial planners

Two-pot reforms: implications for financial planners

18 September 2024 | General
Why You Can Trust Your Financial Advisor

Why You Can Trust Your Financial Advisor

2024 Announcement of Financial Planner of the Year Finalists

2024 Announcement of Financial Planner of the Year Finalists

The importance of early planning and preparation when exiting the business, you built

The importance of early planning and preparation when exiting the business, you built

24 June 2024 | General
The Insurance Institute of South Africa (IISA) is now a Chartered Insurance Institute (CII) affiliated institute

The Insurance Institute of South Africa (IISA) is now a Chartered Insurance Institute (CII) affiliated institute

30 April 2024 | Associations / Bodies
The secret is out: The 2023 Financial Planning Institute of Southern Africa Financial Planner of the Year finalists have been announced

The secret is out: The 2023 Financial Planning Institute of Southern Africa Financial Planner of the Year finalists have been announced

1
2 3 4 »