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The Financial Services Industry Celebrates the Financial Planning Week 2016

06 September 2016

According to the 2016 Global Consumer Survey (GCS) issued by the Financial Planning Institute of Southern Africa (FPI), only 27% of South Africans believe that they are knowledgeable about finance and financial matters. However, 74% of South Africans consider building a savings plan to be a top priority.

Financial Services Industry Celebrate the Financial Planning Week 2016

29 August 2016

What financial planning means for millennials

15 August 2016

Millennials are becoming the biggest generation in the workplace. They are defined as young adults in their 20s and early 30s. These individuals typically dive in headfirst to get the car and the house while still carrying student loans. To their friends on social media, their lives appear stable. They are often sharing their smiley faces on social media like Instagram pictures, however behind those smiley faces lurks the truth: They tend to want to have instant gratification at all costs. But what financial planning considerations should this generation make to achieve future financial independence and freedom?

The Financial Planning Institute partners with Liberty

12 July 2016

Liberty has recently partnered with the Financial Planning Institute of Southern Africa (FPI) to raise the competency levels of financial planners and financial advisors through various development initiatives.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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