Professional development is a process of lifelong learning whereby an individual systematically engages in activities that maintain abilities, skills and knowledge required for a professional financial planner as described and guided by FPSB’s Financial Planner Competency Profile, Financial Planner Code of Ethics and Professional Responsibility as well as the Financial Planning Practice Standards. The commitment of financial planning professionals to Continuous Professional Development (CPD), support acceptance of financial planning as a profession by the communities they serve.

Members face increased knowledge and skills expectations from an ever changing environment. Continuous development of professional competence and lifelong learning are therefore critical if members are to meet these expectations. CPD refers to activities that develop and maintain capabilities to enable members to perform competently within their professional environments.

The FPI, as a member of FPSB, has an obligation to foster a commitment to lifelong learning and development amongst its members. It is also required to monitor and enforce the continuing development and maintenance of professional competence of its members. These obligations also flow from stakeholder expectations and regulatory requirements within South Africa. Click here to view available CPD opportunities.

 
New CPD Policy now available for download

Click here to download the new policy implemented on Sunday, 1 January 2012, which is also the start of the new reporting cycle that will run until Tuesday,31 December 2013. This policy replaces the Education Blueprint.

CPD Cycles and Reporting Period
FPI members are required to earn and record a minimum number of 65 CPD points every two years which are subject to audit, regardless of their membership status. The current reporting period and points earned for any cycle can be viewed on your member record, click here to download a step-by-step guide on how to view your CPD record and upload CPD points.