The Financial Planning Institute of Southern Africa (FPI) is a South African Qualifications Authority recognised professional body for financial planners in South Africa. It is the only institution in South Africa to offer the CFP®
certification and has been approved by the South African Revenue Service (SARS) as a Recognised Controlling Body (RCB).
As a non-profit professional body, founding and affiliate member of Financial Planning Standards Board (FPSB)
, the Institute exists to improve the level of professionalism and positively influence the quality of advice provided by its members. There are 25 other affiliate member countries who offer the CFP®
In 2012, FPI was highly commended by FPSB and awarded Tier 1 Affiliate Status for receiving 96% in the global assessment. This is the highest achievement any affiliate has ever received.
Vision and Mission
Our vision is one of professional financial planning for all.
Our mission is to advance and promote the pre-eminence and status of financial planning professionals, while at all times acting in the interests of the society whom the profession serves.
Our Strategic Objectives
We strive to remain a pre-eminent financial planning standards authority for competent, ethical financial planners in South Africa and uphold the integrity of the CFP®
certification. Read more by downloading our strategic brochure