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Intermediary Bodies

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FPI Unveils Vision 2030 and Strategic Direction for the Financial Planning Profession

FPI Unveils Vision 2030 and Strategic Direction for the Financial Planning Profession

FPI Unveils New Vision and Mission for 2030 — Building Better Futures through Trusted Professional Financial Planning

8 October is World Financial Planning Day

8 October is World Financial Planning Day

FPI and FP Canada™ Sign Memorandum of Understanding to Advance Global Financial Planning Standards

FPI and FP Canada™ Sign Memorandum of Understanding to Advance Global Financial Planning Standards

Financial Intermediaries Association of Southern Africa (FIA) Elects New Board

Financial Intermediaries Association of Southern Africa (FIA) Elects New Board

The Financial Intermediaries Association (FIA), South Africa's leading trade organisation representing independent financial advisers, today announced its newly elected Board of Directors following comprehensive elections across its national membership base.

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FPI Launches Education and Training Trust: Investing in the Future of Financial Planning

FPI Launches Education and Training Trust: Investing in the Future of Financial Planning

COFI Bill – big changes ahead for FSPs

COFI Bill – big changes ahead for FSPs

FPI Announces Results of Inaugural CFP® Capstone Assessment

FPI Announces Results of Inaugural CFP® Capstone Assessment

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

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
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