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FPI: leading our profession

FPI: leading our profession
Never in the history of financial planning have so many game changers come into play at the same time, leaving many South Africans with more questions than answers about their financial future. Financial planners have to deal with an unprecedented set of circumstances, such as disruptive technology, radical innovation, fierce competitors, changing demographics, changing regulation, rising costs, political instability, poor economic growth, rising interest rates, market volatility and a vulnerabl...
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Entries for all FPI Annual Awards now open

Entries for all FPI Annual Awards now open
Have you made a significant difference in the industry or do you know of anyone who has? You can now send through your nominations for the following awards:
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How to choose a financial planner

How to choose a financial planner
As the South African economy continues to face its challenges, consumers are becoming increasingly aware of the little that they can save and are tightening their belts more than ever before. However, the challenge still lies with knowing how to plan for your financial wellbeing, and doing it right in order to achieve your goals.
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Call for basic financial education at schools

Call for basic financial education at schools
Financial Planning Institute (FPI) chairperson Sankie Morata and Financial Services Board consumer education head Lyndwill Clarke called for basic financial education and orientation at schools at the FPI Global Consumer Survey launch last month.
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The implications of the Budget for investors

The implications of the Budget for investors
This year Minister of Finance opted to not increase VAT. Instead the minister used a combination of increases in excise duties, the fuel levy and other green taxes, capital gains tax and transfer duty, and provided only limited relief for fiscal drag this year by adjusting the upper tax brackets by less than inflation.
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Milestones of 2015, Reviewing the year that has been

Milestones of 2015, Reviewing the year that has been
Recent regulatory developments such as the new Companies Act, King III and future developments such as the Retail Distribution Review (RDR) and legislation on Twin Peaks have meant that many financial planners and senior executives had to devote a lot more of their attention to compliance issues. Strategic planning and client facing activities had to make way, to some degree, to ensure that companies and practices are compliant therefore reducing the risk of closing their doors or facing financi...
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FPI Approved Qualifications from MBSE

FPI Approved Qualifications from MBSE
The Financial Planning Institute provides its members with a list of approved training providers. Moonstone Business School of Excellence (MBSE) is one such provider who complies with the FPI’s requirements in terms of mapping more than 80% of its learning outcomes back to the Financial Planning Curriculum of the FPI. MBSE furthermore meets the requirements of becoming an FPI Approved Educational Provider.
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Entries open for planner of the year

Entries open for planner of the year
The prestigious 2016 FPI Financial Planner of the Year competition is now open for applications. The award, sponsored by the Financial Planning Institute and Personal Finance, honours South Africa’s top Certified Financial Planner professionals and recognises outstanding service to the public.
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How to choose a financial planner

How to choose a financial planner
About 70% of South African consumers, compared with 66% globally, don’t know whom to trust when it comes to financial planning, according to The Global Consumer Survey recently released by the Financial Planning Institute of Southern Africa (FPI).
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Six tax predictions that won't make SA smile

Six tax predictions that won't make SA smile
Cape Town - There won't be much to smile about as Finance Minister Pravin Gordhan battles to save the country from junk status in his 2016 Budget Speech, warned an industry expert.
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