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What to look for in a financial planner. Qualifications, professionalism, ethics.

 What to look for in a financial planner. Qualifications, professionalism, ethics.
Imagine your financial planner as being the chief financial officer of your life and you’re on your way to understanding what kind of service they should be delivering, according to David Kop,CFP® head of advocacy and consumer affairs at the Financial Planning Institute of Southern Africa (FPI).
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Mom-and-daughter advisers get the boot

Mom-and-daughter advisers get the boot
A Somerset West mother and daughter practising as financial advisers were recently removed as trustees of two multi-million rand trusts and banned from practising as advisers.
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FPI Joins Global Consumer Financial Planning Research Initiative

FPI Joins Global Consumer Financial Planning Research Initiative
The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners, announced it will participate in a landmark global study by Financial Planning Standards Board (FPSB) into the behaviours that motivate consumers to seek, and the barriers that prevent consumers from seeking, the advice of a financial planner.
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FPI Awards testament to excellence within the financial planning industry

 FPI Awards testament to excellence within the financial planning industry
Leaders in the financial planning profession were recognised by the Financial Planning Institute of Southern Africa (FPI), last night, at its Gala Dinner Awards Ceremony.
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FPI announces new Board of Directors

 FPI announces new Board of Directors
The Financial Planning Institute of Southern Africa (FPI) is pleased to announce the election of Kim Potgieter, CFP®, and Wouter Fourie, CFP®, to its Board of Directors. In addition, Warren Wheatley, CFP®, and Denver Fortuin, CFP®, have been re-appointed as non-executive directors. They will serve a two year term.
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International partnership to provide professional financial planning

International partnership to provide professional financial planning
The Financial Planning Institute of Southern Africa (FPI) has established a strategic partnership with Netherlands-based Federatie Financieel Planners (FFP), an organisation that shares FPI’s vision of professional financial planning for all.
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Top three for the sought-after FPI Financial Planner of the Year award announced

Top three for the sought-after FPI Financial Planner of the Year award announced
28 May 2015, Johannesburg, South Africa. The Financial Planning Institute (FPI), a South African Qualifications Authority (SAQA) recognised professional body, has recently announced the names of the top three professional financial planners who progressed to the third and final round of the 2015 FPI Financial Planner of the Year competition. In this final round, the three entrants will be required to present to a panel of judges on a selected topic and required to answer questions related to ind...
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Trusts: How to save long term to ensure financial stability for your family:

Trusts: How to save long term to ensure financial stability for your family:
Many people find a trust intimidating, and therefore do not recognise its importance in enabling them to secure their family’s financial future.
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MONEY 101: Dread disease and disability cover is vital

MONEY 101: Dread disease and disability cover is vital
Unless you own a business that can make money without you, your ability to earn an income is your greatest financial asset.
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Life Cover

Life Cover
Does everyone need life cover? How do you know if your life cover is enough?
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