The Financial Planning Institute is regarded as the leading independent professional body for financial planners in South Africa.
This section of the site is open to members of the public and provides general information about the Financial Planning profession and process, the Financial Planning Institute and activities, partners, contacts, finding a professional financial planner and reporting misconduct, marketing activities such as the annual FPI convention and Financial Planner of the Year competition and industry news.
The FPI certifies professional financial planners at 3 levels : CFP® professional, AFP™ professional and RFP™ professional.
CFP®, CERTIFIED FINANCIAL PLANNER® and
® are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Financial Planning Institute of Southern Africa is the marks licensing authority for the CFP Marks in South Africa through agreement with FPSB. Please visit the www.fpsb.org to learn more about the FPSB and the affiliate countries.
Go to "Learning & Events", "Qualifications & Board Assessments" for certification at the 3 levels for more information.