Membership

A Career in Financial Planning
Financial planning is a profession, just like medicine, law, accounting or engineering and is one of the fastest growing professions worldwide. Read more...

Become a Member
FPI offers candidates the opportunity to obtain professional membership of the FPI through a career pathway with the RFP™ and AFP™ professional levels, ultimately on the path to becoming a CFP^® professional. Read more...

Member Benefits

Being a member of a professional body is what sets our financial planners apart from other advisers practising in the financial services industry as they have met a stringent set of criteria to be certified. This also assures the public that these professionals have reached the highest level of competency in order to assist them with their varying financial planning needs and that they will act in their best interests. Read more..

Professional Development
In order to retain membership of the FPI, the member will be required to provide proof of their Continuous Professional Development (CPD) on a biennial basis (every two years). To assist members obtain the appropriate number of CPD points required, the FPI arranges regular events throughout the year in form of workshops, seminars and information sessions related to the financial planning profession. Read more...

Standards and Discipline
It is a requirement of membership that all the members of the FPI run and conduct their business based on the principles of the Code of Ethics, Professional Responsibility and Practice Standards of the FPI and transgressions thereof may be dealt with in a disciplinary hearing. Read more...

Volunteer Opportunities
The FPI benefits enormously from the contributions of these volunteers and there are many opportunities for members and others to volunteer for FPI in meaningful and rewarding ways. Read more...