05/04/2016 02:49:36 PM • by
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...
04/04/2016 02:05:03 PM • by
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:
17/03/2016 04:29:50 PM • by
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.
04/03/2016 01:14:51 PM • by
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.
04/03/2016 01:03:14 PM • by
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.
04/03/2016 12:51:18 PM • by
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...
04/03/2016 12:40:23 PM • by
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.
04/03/2016 12:26:43 PM • by
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.
04/03/2016 12:13:02 PM • by
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).
04/03/2016 11:40:20 AM • by
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.