Intermediary Bodies

2021 data show the CFP® mark is stronger than it’s ever been

Planning a brighter future: FPI launches Young Financial Planners Organisation

As part of its vision to make professional financial planning available to all South Africans, the Financial Planning Institute has launched the Young Financial Planners Organisation (YFPO), a member led FPI community. YFPO is actively seeking under-45s who work as – and aspire to work as – financial planners.

FIA and Santam launch transformation initiative to empower black intermediaries

The Financial Intermediaries Association of Southern Africa (FIA) and Santam have partnered to launch the FIA Transformation Initiative, a campaign focused on accelerating transformation in the South African intermediary space.

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