FPI News

Read and earn CPD points

Posted on 2017-04-06
The smallest things in life do count; by doing something as small as reading an article you can avoid receiving continuous professional development (CPD) shortage reminders. By simply reading CPD approved magazines, you can add to your CPD record.

Female CFP® professionals in South Africa now above 30%

Posted on 2017-04-06
The number of people who qualify as CERTIFIED FINANCIAL PLANNER® professionals continues to grow in South Africa and more and more women and black professionals are achieving this demanding designation.

Landmark legislation assures Australians

Posted on 2017-03-08
Financial Planning Standards¬ Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, congratulates the Financial Planning Association of Australia (FPA) on its role in the introducti

Become the 2017 FPI Financial Planner of the Year

Posted on 2017-02-24
South Africa’s financial planning industry, not only survived it but many companies and individuals thrived. There are more assets under management than ever before.

Lead |Inspire|Build Trust

Posted on 2017-02-17
Lead |Inspire|Build Trust’ is the theme for our 2017 FPI Professionals Convention, taking place on 19 – 20 October 2017 at the Century City Conference Centre in Cape Town!

Another year of strong growth

Posted on 2017-02-08
Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER® certification programme outside the United States, reported another year of strong growth in 2016, as the FPSB network added 18,435 CFP® professio

Call for nomination: consumer affairs director

Posted on 2017-02-07
The Board of Directors of FPI hereby seeks nominations for the appointment of a Director for Consumer Affairs to serve on a volunteer basis subject to the terms of the FPI’s Memorandum of Incorporation.

FPI The Financial Planning Institute announces Crue Invest as an FPI Approved Professional Practice™

Posted on 2017-01-31
Crue Invest became part of an elite group of financial planning businesses when it was recognised as an FPI Approved Professional Practice™, making it the 13th financial planning business in the country to receive this prestigious recognition.

How much does it really cost to raise a child?

Posted on 2017-01-10
As we enter the New Year, we’re straight into the back to school season. Along with buying books, stationery and new school shoes, there is also the larger cost of sending your child to school.

How to choose a financial adviser

Posted on 2017-01-09
In much the same way you’d enlist the help and advice of a professional when dealing with issues of a medical or legal nature, financial planning generally requires the same type of specialised input from a financial adviser.