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Intermediary Bodies / FPI - Financial Planning Institute

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CEO of the Financial Planning Institute of SA resigns

CEO of the Financial Planning Institute of SA resigns

13 August 2018

The Financial Planning Institute of Southern Africa (FPI) has today announced the resignation of the Chief Executive Officer, Mr. Godfrey Nti with immediate effect.

The FPI is treading deep waters

The FPI is treading deep waters

18 July 2018

Following investigations into alleged examination fraud and possible maladministration by the Financial Sector Conduct Authority (FSCA), the Financial Planning Institute (FPI) announced on 5 July that it will not be conducting any FAIS examinations until further notice.

The Financial Planning Institute partners with the Hospice Palliative Care Association

The Financial Planning Institute partners with the Hospice Palliative Care Association

09 May 2018

The Financial Planning Institute (FPI) today, in celebration of Advanced Healthcare Planning Day, announced it has signed a Memorandum of Understanding (MOU) with the Hospice Palliative Care Association of South Africa (HPCA). The MOU seeks to reinforce FPI’s commitment to establish a close working relationship with HPCA to provide inter alia, financial planning education to HPCA staff members and the general public, and promotion of advanced healthcare education to financial planners and advisors.

Addressing challenges

Addressing challenges

28 February 2018

When South Africa entered into a democracy in 1994, government aimed to address the issue of inequality. In 2012, the country released its National Development Plan (NDP) which outlined goals that the country hoped to achieve by 2030 to resolve this issue.

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Reaching the pinnacle is only half the work done

Reaching the pinnacle is only half the work done

24 January 2018
The Financial Planning Institute recognises Ecsponent as an FPI Corporate Partner™

The Financial Planning Institute recognises Ecsponent as an FPI Corporate Partner™

23 January 2018
Transformation in Financial sector more important than ever

Transformation in Financial sector more important than ever

12 December 2017
FPI's CEO gets prominent leadership role within global financial planning community

FPI's CEO gets prominent leadership role within global financial planning community

06 December 2017
Successful retention begins with signing on the right clients

Successful retention begins with signing on the right clients

24 October 2017
On baby boomers, millennials and ‘golf only’ clients – Consumer behaviours are driving global financial practice management trends

On baby boomers, millennials and ‘golf only’ clients – Consumer behaviours are driving global financial practice management trends

24 October 2017
Personal brand, social media and other ‘secret disruptors’ for financial planners

Personal brand, social media and other ‘secret disruptors’ for financial planners

24 October 2017
Financial Planning Standards Board global member meeting held in Cape Town, South Africa

Financial Planning Standards Board global member meeting held in Cape Town, South Africa

24 October 2017
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