FPI and FISA sign Memorandum of Understanding

The Fiduciary Institute of South Africa’s (FISA) aim is to promote the fiduciary profession, inter alia by providing a framework within which members can achieve the qualifications and competencies to practice as fiduciary professionals and has introduced

In turn the Financial Planning Institute (FPI) is the SAQA approved independent professional body for financial planners in South Africa with a well-established CPD programme. In the memorandum of understanding the parties wish to explore possible areas of collaboration between them in general and with regard to CPD in particular.

The FPI and FISA undertakes to co-operate on mutually beneficial terms , in terms of enhancing the value to their respective members, specifically in the area of educational, training and other methods of enhancing member competence.

This means that FPI members can obtain CPD points for attending certain FISA events and vice versa, with the possibility of hosting joint events in the future. The door for collaboration has been opened. The FPI hopes that members will find this collaboration useful, especially for members with a focus on estate and trusts planning.

Anthony Campher, CFP®, Head: Business Development and Membership Services for the FPI says, “The MoU with FISA is another achievement that will add a lot of value to FPI’s professional members. It is important that we engage and work together with organisations who specialise in areas of financial planning such as estates and trusts. Our professional members can only benefit from this.”