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

02 December 2025

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

8 October is World Financial Planning Day

08 October 2025

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

07 October 2025

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

05 September 2025

The Financial Planning Institute of Southern Africa (FPI) proudly announces the launch of the FPI Education and Training Trust, a landmark initiative dedicated to making professional financial planning accessible to all South Africans.

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

View the Results

FPI Announces Results of Inaugural CFP® Capstone Assessment

23 June 2025

Global research reveals how AI is revolutionizing financial planning

07 May 2025

Three disruptors every financial adviser needs to prepare for

23 April 2025

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

23 January 2025

Why You Can Trust Your Financial Advisor

22 August 2024

2024 Announcement of Financial Planner of the Year Finalists

22 July 2024

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

05 October 2023

The Entries for the 2023 Financial Planner of the Year Award close on 23 May 2023

10 March 2023

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Intermediary Bodies / FPI - Financial Planning Institute