The Financial Planning Institute partners with Liberty

12 July 2016 Sherma Malan, FPI
Sherma Malan, CFP®, Head: Member and Corporate Relations at FPI.

Sherma Malan, CFP®, Head: Member and Corporate Relations at FPI.

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.

“Supporting the 2020 vision and strategy towards professionalism and providing a world class service to consumers, our partnership with FPI was formed in line with our strategy and commitment to provide consumers with highly qualified financial planning professionals. Partnering with FPI, a highly respected independent professional body, was to ensure that there is continuous professional development for our CERTIFIED FINANCIAL PLANNER® professionals within our ranks in order to uphold their professional standards. We are looking forward to working with FPI to further promote the importance of financial planning to consumers”. Says Chris Oosthuisen, Head of Sales, Liberty Tied Sales.

The FPI Corporate Partner™ brand, accredited to Liberty, was formed with the aim of assisting large financial planning organisation to provide financial planners with a learning pathway towards attaining the CERTIFIED FINANCIAL PLANNER® designation/CFP® designation, by meeting the rigorous certification standards of education, examination, experience and ethics requirements, among other things.

“FPI is committed to up skilling financial advisors into ultimately becoming CFP® professionals. We believe that, together with Liberty and all our other FPI Corporate Partner™ companies, we will work together in achieving this shared objective,” says Sherma Malan, CFP®, Head: Member and Corporate Relations at FPI.



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