The Financial Planning Institute of Southern Africa (FPI) is delighted to announce the following staff appointments, effective immediately. David Kop, CFP®, previously Head: Membership and Corporate Relations is now Head: Advocacy and Consumer Affairs, Sherma Malan MBA, previously Senior Certification Manager is now promoted to Head: Membership and Corporate Relations and Lelane Bezuidenhout, CFP®, previously Certification Manager is now promoted to the position of Senior Certification Manager.
In his new position, Kop will be responsible for overseeing FPI’s entire process of policy formulation and advocacy, positioning the Institute as a stronger thought leader for financial planners and advisors. He will also oversee the development and roll out of technical member benefits and will be responsible for FPI’s consumer affairs.
David Kop, CFP®, commented, “I am very excited to serve in my new position and look forward to being more instrumental in helping South Africans change their attitude towards the benefits of financial planning. The Institute encourages South African consumers to achieve financial freedom through engagement and advice from our CFP® professionals, and I am committed to driving this vision”.
Malan, in her new role, will be responsible for overall FPI membership development, growth and member satisfaction. She will also be responsible for fostering employer and other stakeholder relationships that are vital to the pre-eminent positioning of the CFP® mark, and other FPI designations, in the market place.
“I am excited to be in a position where I can add more value to our members by ensuring that the service and benefits FPI offers are in line with that of similar professional bodies worldwide,” said Sherma Malan.
The overall responsibility for developing, implementing and maintaining best practice certification standards will be Bezuidenhout’s key focus as Senior Certification Manager.
“As CFP® professionals, we are held to the highest standards of education, experience and ethics and I am honoured to be involved in the continued upliftment, promotion and maintenance of this highly respected certification standard. My ability to train and relate with others makes working with students and candidates, a seamless and enjoyable experience,” said Lelane Bezuidenhout, CFP®.
The appointments and promotions of these individuals, support FPI’s strategic objective of positioning the Institute as the financial planning professional body that sets the standards for competent, ethical and professional financial planners, that act in the interest of the public.
Godfrey Nti, FPI CEO commented, “I would like to congratulate David, Lelane and Sherma on their appointments, making them an essential part of my senior leadership team. I have full confidence in their abilities and know that they will provide valuable guidance and experience that is essential in helping the Institute achieve its objectives.”
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