FPI News

Partnering to increase the number of accredited financial planners and advisors

Posted on 2017-06-23
The Financial Planning Institute of Southern Africa (FPI), is proud to announce a new partnership agreement with Old Mutual and PPS Insurance aimed at training and developing financial planners and advisors within these organisations into ultimately

Financial Planning Institutes gets SARS Recognised Controlling Body status

Posted on 2017-06-20
The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body, has recently been approved by the South Africa Revenue Services (SARS), in terms of Section 204A of the Tax Admin

FPI Holding Statement: Falsification of regulatory examination results

Posted on 2017-06-15
Following the announcement made yesterday, by the Financial Services Board (FSB), on the high increase of debarment cases in the last year due the qualification and examination fraud which was discovered by the Financial Planning Institute (FPI). The

2017 FPI Annual General Meeting notice

Posted on 2017-05-31
Kindly note that the Financial Planning Institute of Southern Africa NPC (Registration Number: 2004/028055/08) ("the Institute") hereby gives notice to the members of the Institute of its 2016 Annual General Meeting

Call for nomination: FPI Board of Directors

Posted on 2017-05-16
Our Board of Directors are seeking nominations for the election of three non-executive directors and nominations for the appointment of two non-executive directors in line with Section 16 of the FPI Memorandum of Incorporation, as well as other appli

FPI Approved Professional Practices™ gets industry recognition in 2016

Posted on 2017-05-05
We find ourselves in an industry with no shortage of corporates and professional practices who offer an array of financial products and services.

HSBC and FPSB Announce Global Partnership to Promote Financial Planning

Posted on 2017-04-27
HSBC, one of the world’s largest banking and financial services organizations, today announced a global partnership to develop training and assessment programs for roles within HSBC related to financial advice, financial planning and wealth managemen

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