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Intermediary Bodies / FPI - Financial Planning Institute

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Global growth in Certified Financial Planner® professionals speaks to the need for more in South Africa

Global growth in Certified Financial Planner® professionals speaks to the need for more in South Africa

10 February 2023

The CERTIFIED FINANCIAL PLANNER® (CFP) professional designation continues to grow globally as relevance and demand for the designation is at an all-time high.

FPI CPD requirements for Advice Designations updated

FPI CPD requirements for Advice Designations updated

08 February 2023

The Financial Planning Institute of Southern Africa NPC (FPI) recently conducted a review of its Continuous Professional Development (CPD) policy and amended the requirements for professional members who hold the REGISTERED FINANCIAL PRACTITIONER™ and FINANCIAL SERVICES ADVISOR™ designations.

The 2023 Financial Planning Institute of Southern Africa Awards are open for entry

The 2023 Financial Planning Institute of Southern Africa Awards are open for entry

06 February 2023

The nominations for the prestigious Financial Planning Institute of Southern Africa (FPI) Awards 2023 have officially opened. The FPI will be hosting the awards ceremony in November 2023, where excellence in the financial planning profession will be recognised.

CPD requirements for FPI advice designations updated

CPD requirements for FPI advice designations updated

12 October 2022

The Financial Planning Institute of Southern Africa NPC (FPI) recently conducted a review of its Continuous Professional Development (CPD) policy and amended the requirements for professional members who hold the REGISTERED FINANCIAL PRACTITIONERTM and FINANCIAL SERVICES ADVISORTM designations.

quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
The objective is to promote Financial Planning for All

The objective is to promote Financial Planning for All

29 September 2022
The 2022 Financial Planning Institute of Southern Africa Annual Awards are open for entry

The 2022 Financial Planning Institute of Southern Africa Annual Awards are open for entry

04 April 2022
2021 data show the CFP® mark is stronger than it’s ever been

2021 data show the CFP® mark is stronger than it’s ever been

09 March 2022
Planning a brighter future: FPI launches Young Financial Planners Organisation

Planning a brighter future: FPI launches Young Financial Planners Organisation

10 December 2021
To withdraw or not to withdraw?

To withdraw or not to withdraw?

17 August 2021
FPI releases 2020 Integrated Report

FPI releases 2020 Integrated Report

02 August 2021
Last chance to enter the FPI Awards

Last chance to enter the FPI Awards

28 July 2021
This Financial Planning Week, join the FPI in building a brighter future for SA

This Financial Planning Week, join the FPI in building a brighter future for SA

19 May 2021
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