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Insurance advisers helping to navigate challenging times – now more than ever

15 February 2023 | General

Both the role and value proposition of insurance advisers is changing as the insurance industry becomes more complex.

Putting the psycho back into metrics like risk tolerance

14 February 2023 | General

Often ignored in the client’s risk profile is the important dimension of behavioural risk capacity. Said differently, how composed will the client be in the face of market turbulence? Other challenges are often conflated constructs like risk tolerance and risk perception in the client’s risk profile

Global growth in Certified Financial Planner® professionals speaks to the need for more in South Africa

10 February 2023 | FPI - Financial Planning Institute

The CERTIFIED FINANCIAL PLANNER® (CFP) professional designation continues to grow globally as relevance and demand for the designation is at an all-time high.

FPI CPD requirements for Advice Designations updated

08 February 2023 | FPI - Financial Planning Institute

The Financial Planning Institute of Southern Africa NPC (FPI) recently conducted a review of its Continuous Professional Development (CPD) policy and amended the requirements for professional members who hold the REGISTERED FINANCIAL PRACTITIONER™ and FINANCIAL SERVICES ADVISOR™ designations.

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

The 2023 Financial Planning Institute of Southern Africa Awards are open for entry

06 February 2023 | FPI - Financial Planning Institute

When the ‘bigger picture’ goes beyond price: the (unequivocal) value proposition of an insurance broker

19 January 2023 | General

A wealth management platform from an award-winning innovator

19 October 2022 | General

CPD requirements for FPI advice designations updated

12 October 2022 | FPI - Financial Planning Institute

The objective is to promote Financial Planning for All

29 September 2022 | FPI - Financial Planning Institute

Becoming real-time risk advisers to build a future-fit business

01 June 2022 | General

SAIA welcomes publication of Competition Commission’s Practice Note on the Promotion of Competition and Inclusion in Supplier Panels of Banks and Insurers

05 May 2022 | General

The 2022 Financial Planning Institute of Southern Africa Annual Awards are open for entry

04 April 2022 | FPI - Financial Planning Institute

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