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The Financial Planning Institute partners with the Hospice Palliative Care Association

09 May 2018 | FPI - Financial Planning Institute

The Financial Planning Institute (FPI) today, in celebration of Advanced Healthcare Planning Day, announced it has signed a Memorandum of Understanding (MOU) with the Hospice Palliative Care Association of South Africa (HPCA). The MOU seeks to reinforce FPI’s commitment to establish a close working relationship with HPCA to provide inter alia, financial planning education to HPCA staff members and the general public, and promotion of advanced healthcare education to financial planners and advisors.

FIA: How will the VAT increase affect the way we do business?

29 March 2018 | FIA - Financial Intermediaries Association

The increase in VAT from 14% to 15% on 1 April 2018 will have a significant impact on the flow of money in the intermediated insurance market, from premiums to commissions to claims and beyond!

Addressing challenges

28 February 2018 | FPI - Financial Planning Institute

When South Africa entered into a democracy in 1994, government aimed to address the issue of inequality. In 2012, the country released its National Development Plan (NDP) which outlined goals that the country hoped to achieve by 2030 to resolve this issue.

Reaching the pinnacle is only half the work done

24 January 2018 | FPI - Financial Planning Institute

The South African investment industry is growing every day as clients want to increasingly preserve their wealth.

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 Financial Planning Institute recognises Ecsponent as an FPI Corporate Partner™

23 January 2018 | FPI - Financial Planning Institute

Transformation in Financial sector more important than ever

12 December 2017 | FPI - Financial Planning Institute

FPI's CEO gets prominent leadership role within global financial planning community

06 December 2017 | FPI - Financial Planning Institute

Advisors beware! Bitcoin and other virtual currencies

14 November 2017 | FIA - Financial Intermediaries Association

Successful retention begins with signing on the right clients

24 October 2017 | FPI - Financial Planning Institute

On baby boomers, millennials and ‘golf only’ clients – Consumer behaviours are driving global financial practice management trends

24 October 2017 | FPI - Financial Planning Institute

Personal brand, social media and other ‘secret disruptors’ for financial planners

24 October 2017 | FPI - Financial Planning Institute

Financial Planning Standards Board global member meeting held in Cape Town, South Africa

24 October 2017 | FPI - Financial Planning Institute

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Intermediary Bodies

The Financial Planning Institute partners with the Hospice Palliative Care Association

FIA: How will the VAT increase affect the way we do business?

Addressing challenges

Reaching the pinnacle is only half the work done

The Financial Planning Institute recognises Ecsponent as an FPI Corporate Partner™

Transformation in Financial sector more important than ever

FPI's CEO gets prominent leadership role within global financial planning community

Advisors beware! Bitcoin and other virtual currencies

Successful retention begins with signing on the right clients

On baby boomers, millennials and ‘golf only’ clients – Consumer behaviours are driving global financial practice management trends

Personal brand, social media and other ‘secret disruptors’ for financial planners

Financial Planning Standards Board global member meeting held in Cape Town, South Africa