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The Financial Services Industry Celebrates the Financial Planning Week 2016

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.

Financial Services Industry Celebrate the Financial Planning Week 2016

Financial Services Industry Celebrate 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.

What financial planning means for millennials

What financial planning means for millennials

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

The Financial Planning Institute partners with Liberty

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.

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Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
Making way for a new era

Making way for a new era

The Financial Planning Institute Accredits Southwood Financial Planning

The Financial Planning Institute Accredits Southwood Financial Planning

Recognising excellence

Recognising excellence

Three days and counting – SA’s top financial services brands to be announced Thursday

Three days and counting – SA’s top financial services brands to be announced Thursday

Resignation of Justus van Pletzen, CEO of the FIA

Resignation of Justus van Pletzen, CEO of the FIA

Medical schemes brokers not to blame for private healthcare costs

Medical schemes brokers not to blame for private healthcare costs

Pause for thought… Latest regulation might be a step too far for South Africa’s financial and insurance advisers

Pause for thought… Latest regulation might be a step too far for South Africa’s financial and insurance advisers

Why is this insurance giant contemplating an SA exit?

Why is this insurance giant contemplating an SA exit?

FAnews June 2026
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