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FPI Acts Against Petrus Johannes Erasmus

FPI Acts Against Petrus Johannes Erasmus
The Financial Planning Institute (FPI) has acted against Petrus Johannes (Rassie) Erasmus previously employed by FA Loch Logan Finansiële Dienste and FAL Makelaars in Bloemfontein.
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Three practices recognised as FPI Approved Professional Practice™ firms

Three practices recognised as FPI Approved Professional Practice™ firms
In a recent announcement by the Financial Planning Institute of Southern Africa (FPI), Independent Wealth Managers, BDO Wealth Advisers and Private Client Holdings have been accredited as the FPI Approved Professional Practice™ firms, for meeting the high professional financial standards set by FPI. “We at Independent Wealth Managers feel honoured to be accredited as an FPI Approved Professional Practice™ firm. We are grateful to have been collectively recognised for our teamwork as it forms...
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Moneyline- eNCA - David Kop interview

Moneyline- eNCA - David Kop interview
David Kop, CFP®, talks to eNCA about Financial Planning Week and its purpose.
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Over 350 members terminated by FPI for non-compliance

Over 350 members terminated by FPI for non-compliance
In line with section 6.6 of the FPI Membership Regulations, FPI has terminated membership of 350 members on 2 September 2015. These individuals have failed to meet FPI recertification requirements within the required timeframe.
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The journey to financial freedom

The journey to financial freedom
3 September 2015, Johannesburg – The World Bank Report released in June, placed South Africa as the most over-indebted nation in the world, with 86% of the population in debt. This highlights the critical need for South Africans to better manage their money, and the clear need for better financial education and planning.
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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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