You are here:About FPI 29 September 2016
About us
The Financial Planning Institute of Southern Africa (FPI) is the leading independent professional body for financial planners in South Africa. 

As a non-profit professional body and founding member of the international Financial Planning Standards Board Ltd. (FPSB), we exist to improve the level of professionalism and positively influence the quality of advice delivered by our members.

Through our global partnership with FPSB, along with other over 20 other countries, we are the only institution in Southern Africa able to offer the CFP® certification.

The CFP® mark asserts that the financial planning professional has met stringent qualification and competency requirements  and adheres to an uncompromising code of ethics and professional standards. 

This assures you, as their client, comprehensive and robust personal financial planning services and greater certainty around your financial future. 
Strategic Objectives
To remain as preeminent financial planning standards authority for competent and ethical financial planners in South Africa. CFP® certification is the standard of excellence for financial planning professionalism in the world. 

Standards Upliftment 
Ensure that FPI has established the highest standards for the practise in financial planning and ensure that members and stakeholders are in full compliance with CFP® certification programme standards. 

Recognition and Awareness
Implement a consumer and employer advocacy campaign on the value of financial planning and CFP® certification.

Professional Financial Planning for all.

The FPI's mission is to advance and promote the pre-eminence and status of financial planning professionals, while at all times acting in the interests of the society (community, constituency) whom the profession serves.
Core Values
•  Client centricity
•   Integrity
•   Objectivity
•   Fairness
•   Professionalism
•   Competence
•   Confidentiality
•   Diligence.

Standards and Discipline
In order to protect you, the consumer, and uphold the integrity of the profession, all professional members are required to demonstrate the highest of ethical standards and conduct themselves in accordance with the principles set out in the FPI Code of Ethics and Practice Standards.
Our zero tolerance approach to any unprincipled practices, unprofessional or unethical conduct by our professional members, is addressed through a stringent FPI disciplinary process.

Promotion of Access to Information Act Manual
Click here to view the Promotion of Access to Information Manual for FPI.
Click here to download application form.

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CFP®, CERTIFIED FINANCIAL PLANNER® and   are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Financial Planning Institute of Southern Africa is the marks licensing authority for the CFP Marks in South Africa through agreement with FPSB.
Please visit to learn more about the FPSB and the affiliate countries.

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