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

23 January 2018 FPI

The Financial Planning Institute of Southern Africa (FPI) is pleased to announce that Ecsponent is now an FPI Corporate Partner™, through its subsidiary, Ecsponent Financial Services.

For existing and potential customers, doing business with a FPI Corporate Partner™, means they have the assurance they are dealing with an organisation that adheres to the highest professional and ethical standards in the financial services industry, and planners and advisors operate at high competency levels that exceed the requirements set out by the regulator.

“We are proud to be recognised by the Financial Planning Institute as an FPI Corporate Partner™, through our subsidiary Ecsponent Financial Services. As a listed African financial services group, striving to maintain the highest professional standards, ethics and integrity is paramount in our operations. Therefore, the FPI mission, to advance and develop financial planning professionals, is perfectly aligned with the Ecsponent Group’s vision of becoming the investment destination of choice in its chosen markets”, said Terence Gregory, Ecsponent Group CEO.

Gregory added, “To achieve our mission, we strive to offer the gold-standard in financial advice resulting in wealth generation for our clients. By partnering with FPI, we are assured of a true measure of professional competency against which to benchmark ourselves.”

The FPI Corporate Partner™ agreement has been established to raise the competency levels of financial planners and advisors through various up-skilling initiatives. The up-skilling process provides financial planners with pathways towards the FINANCIAL SERVICES ADVISOR™ and CERTIFIED FINANCIAL PLANNER® certification programmes, professional designations awarded to financial planners and advisors who have met the rigorous certification standards of education, examination, experience and ethics requirements.

Commenting on Ecsponent’s recognition, Godfrey Nti, CEO FPI said “We welcome Ecsponent as an FPI Corporate Partner™ company. There is good synergy between the two organisations in terms of providing and ensuring professional financial planning. We look forward to working with Ecsponent and developing a mutually beneficial relationship.”

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