Pro bono opportunities

South African financial planning professionals have a long history of providing pro bono services, dating back to the founding of the Institute of Life and Pension Advisors (ILPA). Members have been volunteering their time to activities, such as various FPI committees, setting of examinations and the marking of exam papers. 

Research has also shown that pro bono activities have clear benefits to the practitioners themselves, as well as their employers, over and above the feel-good factor that comes from serving the community. If you want to read more about the value of giving back and the benefits of pro bono work, download the Skills-based Volunteering Paper.

List of activities

  • Serving the institute – volunteering in FPI structures. 
  • FPI MYMONEY123™ – a financial education community outreach programme.
  • Financial Planning Week – consumer awareness initiative. 
  • Consumer clinics – free consultations with consumers on financial planning.
  • Student outreach programme – financial literacy programme and career guidance service.  
  • Contribute to the evaluation and improvement of our disciplinary regulations.
  • Identify suspicious financial practices or schemes for further action.
  • Identify infringements of the FPI ethics, professional standards or trademarks for corrective steps.
  • Submit practical opinions and advise the FPI disciplinary committee.
  • Serve on disciplinary panels.
  • Serve on the appeal panel.
  • Act as specialist witnesses in disciplinary proceedings or court cases, if relevant.
  • Write on the subject of financial planner or advisor discipline and ethics.

To volunteer for any of the above pro bono initiatives, contact us to register you. 

If you require more information on volunteer opportunities, email volunteer@fpi.co.za