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Almo Lubowski appointed as FPI’s HOD Technical and Advocacy

20 July 2012 The Financial Planning Institute of Southern Africa (FPI)
Almo Lubowski

Almo Lubowski

The Financial Planning Institute of Southern Africa (FPI) is pleased to announce the promotion of Almo Lubowski, CFP®, to Head: Technical and Advocacy Services effective as of 16 July 2012.

Lubowski has been serving the FPI as the Technical Services Manager for the past two years and has been successful in establishing a very effective technical services department. In his new role, Lubowski will be responsible for developing policy positions on issues affecting the financial planning profession and advocating for these positions with policymakers, regulators and industry bodies. He will also be responsible for ensuring the continuous professional competence of members as the financial planning profession evolves.

In correlation to the new strategy, the FPI Technical Services Department has taken a very hands-on approach on understanding the professional and practical needs of FPI members and developing resources, tools, advisory and research capacities to answer those needs. This makes the FPI’s technical knowledge and abilities a key part of the Institute’s member value proposition, which is why the enhanced FPI strategy pays particular attention to bolstering this technical offering.

To achieve this, the FPI’s new strategy will see it position itself as a thought leader and proactively seek opportunities to influence, or challenge, legislative decisions, advocate for the financial planning profession and continually raise the profile of its members.

Through this combination of superior technical competency, extensive resource availability and committed member advocacy, the FPI’s Technical Services Department aims to play an increasingly prominent and important role in unlocking greater value for FPI members and advancing the profession of financial planning in the years to come.

Lubowski commented, “The FPI has not only become more effective in assisting with member competence in the technical sphere and will continue to do so, but the increasing importance of the advocacy and thought leadership role of FPI have been identified and shaped to take the FPI forward to new frontiers. I look forward to continuing to lead the technical competency and advocacy initiatives of the FPI going forward.”

“The new strategy prioritises the need for FPI to vigorously advocate for the financial planning profession as a means to position FPI as the premier professional body in the industry. I am pleased to appoint Mr Lubowski to this position, confident that he is the right person to lead all our advocacy and thought leadership plans outlined in the new strategy. I look forward to working with him, as part of my senior leadership team, in implementing this exciting new FPI strategy,” says CEO Godfrey Nti.

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