FPI proud to announce new partnerships with Sasfin and Standard Bank Financial Consultancy

The FPI Corporate Partner™ agreement was established by FPI to provide a framework for working with large corporations such as Sasfin, Standard Bank Financial Consultancy and similar organisations in the industry to help raise the competency levels of their financial planners and advisors and ultimately providing them with an enhanced pathway to the coveted CFP® designation. The CFP® designation is widely respected as the symbol of excellence in financial planning - the highest professional qualification that can be awarded to a financial planner or advisor.

Godfrey Nti, FPI CEO added, "FPI is committed to up skilling financial advisors into ultimately becoming CFP® professionals, in a bid to improve on access to top quality financial planning and advice offered to South Africans. We believe that the FPI Corporate PartnerTM agreement provides an excellent framework for FPI to work together with larger corporations such as Sasfin and Standard Bank Financial Consultancy in achieving this shared objective.”

Natasja Norval Hart, CFP®, head of Sasfin Financial Planning Gauteng commented, "Sasfin prides itself on being at the forefront of professional planning for its clients and we are tremendously pleased to be amongst the first companies in South Africa to align ourselves with the FPI in this manner”. This appointment recognises Sasfin as a professional financial planning business supporting the highest standards and allows Sasfin to use the FPI Corporate Partner™ branding. "It also means that we can align our training and development plans to the CFP® certification standards and use the FPI’s Continuous Professional Development (CPD) programme,” said Natasja.

"We are also pleased at the opportunity to support the FPI Mentorship Programme and its pro bono initiatives. The institute aims to improve the quality and accessibility of professional financial planning in South Africa and to ensure that its members maintain the highest ethical standards. As an FPI Corporate Partner™, Sasfin fully endorses the FPI’s Code of Ethics and Professional Responsibility.” she added.

Angela Mhlanga, CA(SA), Head of Standard Bank Financial Consultancy commented, "Our partnership with the Financial Planning Institute (FPI) In line with our strategy and commitment to providing our clients with highly qualified financial planning professionals.

"Another vital point that informed our decision to collaborate with FPI; a highly respected, independent professional body, was to ensure that there’s continuous skills progression for financial planners within our ranks in order to uphold professional standards.”

"We are looking forward to working with FPI, to further promote the importance of financial planning to consumers and in getting our professionals to the highest recognised certification level.”