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Intermediary Bodies

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Keeping a close watch on international intermediary trends

Keeping a close watch on international intermediary trends

The Financial Intermediaries Association of Southern Africa (FIA) is preparing for its participation in the World Federation of Insurance Intermediaries (WFII) 15th World Council and Executive CSE Committee meetings to be held in Sydney, Australia from 15 to 17 March 2014.

Taking steps towards a proactive industry

Taking steps towards a proactive industry

For much of 2013, the focus of the financial services industry was on the outlook of the Financial Services Board (FSB) and their development of key pieces of legislation which they felt would improve the industry. This was largely done off the back off international policy formulation which is the focus of meetings of the World Federation of Insurance Intermediaries (WFII).

The Value of Good Advice

The Value of Good Advice

South Africa’s risk and financial advisers ‘keep it clean’ through 2013.

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

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

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.

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

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

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

Thoughtful change needed

Thoughtful change needed

FPI acquires new business premises

FPI acquires new business premises

Broker-assisted distribution offers the best deal for consumers and insurers

Broker-assisted distribution offers the best deal for consumers and insurers

FIA: Brokers deliver indispensable services to medical scheme members

FIA: Brokers deliver indispensable services to medical scheme members

The insurance industry places transformation high on the human capital development agenda

The insurance industry places transformation high on the human capital development agenda

Financial Sector Code will reignite transformation initiatives across the financial services industry

Financial Sector Code will reignite transformation initiatives across the financial services industry

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

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