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Intermediary Bodies

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

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

Planning a brighter future: FPI launches Young Financial Planners Organisation

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

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.

To withdraw or not to withdraw?

To withdraw or not to withdraw?

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What generates the most friction for medical scheme members?

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FPI releases 2020 Integrated Report

FPI releases 2020 Integrated Report

Prospecting 101 - how to get clients and build your customer base

Prospecting 101 - how to get clients and build your customer base

28 July 2021 | General
Last chance to enter the FPI Awards

Last chance to enter the FPI Awards

This Financial Planning Week, join the FPI in building a brighter future for SA

This Financial Planning Week, join the FPI in building a brighter future for SA

The Health Insurance Challenge: Speak to experts before making costly mistakes

The Health Insurance Challenge: Speak to experts before making costly mistakes

It’s that time of the year again: The 2021 Financial Planning Institute of Southern Africa Awards are open for entry

It’s that time of the year again: The 2021 Financial Planning Institute of Southern Africa Awards are open for entry

The FPI and Money Smart Week: The financial vaccination program South Africa needs

The FPI and Money Smart Week: The financial vaccination program South Africa needs

Fintech marketplace Hadeda launches Money EQ for financial advisors

Fintech marketplace Hadeda launches Money EQ for financial advisors

01 March 2021 | General
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