Corporate Governance

We are driven by strict standards and discipline to uphold the integrity of the profession. As such, all professional members are required to demonstrate the highest of ethical standards and conduct, in accordance with the principles set out in our Code of Ethics and Practice Standards Incorporating FPI rules of Professional Conduct.

We also possess a zero tolerance approach to any unprincipled practices, unprofessional or unethical conduct by our professional members.


Board of Directors

The Board of Directors governs the activities of FPI by setting policy and direction for the institute and by monitoring the accomplishments of the CEO. The CEO is accountable to the Board of Directors for fulfilling the activities aligned with the policy and direction established by the Board of Directors.

The Board is made of 11 non-executive Directors and an executive Director (the FPI CEO), of which a majority must be CFP® professionals. All Board Directors serve a three-year term. 

Learn more about our Board of Directors  and Board Sub-Committees .  


Corporate Social Investment (CSI)

We view CSI as a vital response to the socio-economic imperatives of the country. As such, our social investment activities include:

  • Consumer awareness campaigns
  • Financial literacy education campaigns.
  • Participation in industry and government campaigns, including the SASI Savings initiatives, and the implementation of FSB’s Consumer Financial Education Strategy.  ​

 


Integrated Report

Download our latest and previous Integrated Reports.


Legal and Compliance

Memorandum of Incorporation


Regulations and by-laws


Standard Legal Terms

  • FPI Glossary for download (version controlled as this changes from time to time)
  • FPI Standard legal and interpretation terms for download