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The FPI Professionals Convention moves the financial service industry forward

07 July 2014

More than 1000 delegates and exhibitors from the financial services industry, last week gathered at the FPI Professionals Convention, sponsored by Discovery, to discuss ways to advance the profession. The convention, themed ‘Growth through Innovation’ explored the role of technology in the financial planning sector and was aptly opened by Michael Jordaan, former FNB CEO – renowned for his role in innovation in the financial services sector.

Financial Planning Institute (FPI) and Financial Services Board (FSB) partner to drive consumer financial literacy

07 March 2014

The Financial Planning Institute (FPI) and the Financial Services Board (FSB) have signed a Memorandum of Understanding (MoU) to collaborate on various consumer financial literacy projects that both organisations will be running throughout the course of the year 2014.

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

09 December 2013

The Financial Planning Institute (FPI) is proud to announce a new partnership agreement with Sasfin and Standard Bank Financial Consultancy which is aimed at cooperating to train and develop financial planners and advisors within these institutions into CERTIFIED FINANCIAL PLANNER® professionals.

Financial Planning Institute leads industry in marking the importance of financial planning

25 November 2013

The levels of consumer indebtness in South Africa appear to be at alarmingly high levels, consumer debt is currently standing at R1.2-trillion, up from just R300-billion in 2002.

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 acquires new business premises

02 October 2013

Western Cape High Court rules in favour of the Financial Planning Institute of Southern Africa (FPI)

05 September 2013

FPI launches ‘The evolution of the financial services industry landscape’ book to celebrate industry milestones

26 August 2013

FPI becomes a member of The International Centre for Academic Integrity

31 July 2013

FPI won’t compromise on producing top-notch financial planning professionals

17 July 2013

FPI and FISA sign Memorandum of Understanding

20 June 2013

Entries for the 2013 Financial Planner of the Year competition are officially closed

18 March 2013

FPI receives accollades on affiliate status and increase IN CFP® professionals

05 February 2013

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Intermediary Bodies / FPI - Financial Planning Institute