Consumer outreach

We recognise the need to relate with consumers by helping them understand the basics of financial planning and helping them to overcome their inherent fears and apprehensions caused by the complexities and jargon of our industry. 

Faced with mounting debt, rising costs of college, retirement and healthcare, many individuals need advice on how to plan and manage their finances wisely. As millions struggle to find trustworthy information and resources, the role of CERTIFIED FINANCIAL PLANNER® professionals become even more critical. We try to close this gap through resources, advocacy and public education.

To provide the consumer with free financial planning guidance and tools, we collaborate with government, employer groups, public interest organisations and the media on projects that educate consumers about the benefits of financial planning. As well as pro bono programmes, such as:

FPI MYMONEY123™ financial planning education programme

Our financial planning education programmes are making a positive difference in the lives of thousands of individuals and families across the country. 

Read more about the FPI MYMONEY123™ programme.

Financial Planning Week

Throughout the week, together with the industry, we celebrate this initiative by hosting  different types of financial planning educational activities including press interviews. Read more about this initiative

Memorandums of Understanding (MoUs) and affiliations

We partner with the following organisations, corporates, community organisations, schools and universities to promote financial planning: 

  • Financial Services Board (FSB)  
    The collaboration is geared towards creating awareness on the rights and responsibilities of consumers, personal financial management, as well as the overall distribution of financial education; and to give credence to the Financial Services Board Act, 1990. Learn more...

  • Road Accident Fund (RAF) 
    The partnership entails providing financial literacy tools to RAF claimants through the FPI MYMONEY123™ programme and to provide both organisations with a chance to explore collaborative financial education and advocacy platforms on a national scale. Learn more… 

  • OECD’s Consumer Education Network 
    The mission of the Organisation for Economic Co-operation and Development (OECD) is to promote policies that will improve the economic and social well-being of people around the world. Learn more…

Pro Bono volunteers

We can fulfill requests for experienced CFP® professionals to present workshops on a pro bono basis, and offer personalised, one-on-one financial planning consultation and guidance, depending on the nature of the event or programme. CFP® professionals are highly qualified to discuss all personal finance topics, including budgeting, debt management, retirement planning, investment planning, tax planning, estate planning and much more. Click here   to read more and download our pro bono paper on professional skills for volunteering.

Resources and publications

We have a number of consumer resources and publications available in electronic and print format. The resources and educational publications provide information about financial planning and guidance for consumers seeking a professional financial planner. All resources can be downloaded from the soon to be launched consumer website.