The
FPI is a non-profit professional body formed in 1981 as the Institute
of Life and Pension Advisors (ILPA) to improve levels of
professionalism. To ensure that FINANCIAL PLANNERS in South Africa meet
international standards, in 1998 the Financial Planning Institute
affiliated with the Financial Planning Standards Board Ltd. (FPSB), in the
United States, and in April 2000 adopted its new name; Financial
Planning Institute of Southern Africa (FPI) to more accurately reflect
its role as the custodian of competency and ethical standards in South
Africa.
Many top financial institutions have adopted the FPI as an
independent standards partner and members include both general
practitioners and specialists in particular branches of financial
planning.The FPI is uncompromising in establishing and maintaining professional Financial Planning standards in Southern Africa and plays a major role in ensuring the public has access to competent FINANCIAL PLANNERS who are professionally qualified, are experienced and have agreed to abide by the ethical standards and Code of Ethics and Professional Responsibility of the FPI.
Our aspiration is that FPI members will be respected as professionals who set a world-class standard in FINANCIAL PLANNING and advice in Southern Africa.
Through its global partnership with the Financial Planning Standards Board Ltd (FPSB), the FPI is the only institution in Southern Africa able to offer the CFP® certification. The CFP® mark asserts that the Financial Planning professional has met appropriate competency, ethics and professional practice standards to provide comprehensive personal Financial Planning services to clients. In addition to the CERTIFIED FINANCIAL PLANNER® mark, the FPI also has 2 local trade mark levels of membership : AFP™ (ASSOCIATE FINANCIAL PLANNER™) and RFP™ (REGISTERED FINANCIAL PLANNER™).