The Financial Services Industry Celebrates the Financial Planning Week 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.
Understanding these challenges, , the Financial Planning Institute (FPI) alongside the financial services industry will be offering FREE financial planning consultations and literacy courses to consumers during Financial Planning Week, scheduled to run from 05-09 September 2016, as part of their ongoing initiative to educate consumers. To become a part of this nationwide joint industry initiative, visit www.fpi.co.za or email riana@fpi.co.za call (011) 470-6000.
Financial planning is a process of structuring, arranging and managing your financial affairs to best meet your life goals. These can be as short term as saving for a car, to long term such as planning for retirement. Most importantly, financial planning also looks at how everything fits together so that you achieve financial certainty and clarity on your current and future financial wellbeing.