We are driven by strict standards and discipline to uphold the integrity of the profession. As such, all
professional members are required to demonstrate the highest of ethical standards and conduct, in accordance
with the principles set out in our
Code of Ethics and Practice Standards Incorporating FPI rules of Professional Conduct.
We also possess a zero tolerance approach to any
unprincipled practices, unprofessional or unethical conduct by our professional
Board of Directors
The Board of Directors governs the activities of FPI by setting policy and direction for the institute and by monitoring the accomplishments of the CEO. The CEO is accountable to the Board of Directors for fulfilling the activities aligned with the policy and direction established by the Board of Directors.
The Board is made of 11 non-executive Directors and an executive Director (the FPI CEO), of which a majority must be CFP® professionals. All Board Directors serve a three-year term.
Learn more about our Board of Directors and Board Sub-Committees .
Corporate Social Investment (CSI)
We view CSI as a vital response to the socio-economic imperatives of the country. As such, our social investment activities include:
- Consumer awareness campaigns
- Financial literacy education campaigns.
- Participation in industry and government campaigns, including the SASI Savings initiatives, and the implementation of FSB’s Consumer Financial Education Strategy.
Download our latest and previous Integrated Reports.
Legal and Compliance
Memorandum of Incorporation
Regulations and by-laws
FPI Glossary for download (version controlled as this changes from time to time)
FPI Standard legal and interpretation terms for download
Standard Legal Terms