The FPI Corporate Partner™ agreement has been established to raise the competency levels of financial
planners and financial advisors through various up-skilling initiatives. The upskilling process provides
financial planners with a learning pathway towards the CFP® certification; a designation awarded to
financial planners who have met the rigorous certification standards of education, examination, experience
and ethics requirements.
For more information or to apply download our FPI Corporate Partner brochure. To read more about the organisations who are recognised as FPI Corporate Partner™ members, click on the below member companies.
At Alexander Forbes, what matters most to our stakeholders’ matters most to us. Our stakeholders include
our shareholder investors, our regulator and media partners, our suppliers, our employees and our clients.
They also include our communities, our country and our continent.
AT CITADEL, WE OFFER ADVICE. NOT JUST ON WHERE TO INVEST, BUT, MORE IMPORTANTLY, WHY.
That’s because we know our clients. And each of them has goals, dreams and ambitions. A life beyond money. A remarkable. As specialist wealth managers, our job is to help you reach that remarkable. Whatever it is.
Ecsponent Financial Services represents the Investment Services business unit of the Ecsponent Group in South Africa. This unit offers a comprehensive investment advisory service that supports investors in meeting their personal dreams and goals throughout every phase of their lives.
Efficient Wealth provides comprehensive financial planning and investment management expertise for the benefit of individual and corporate clients.
At FNB we understand that your financial goals are unique and personal, they drive your financial
behaviour and your decision-making. We also understand that because life happens and priorities
change, achieving these goals on your own is not always easy.
GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your
most certain and greatest risk, retirement, is achieved safely, securely and comfortably whilst
at the same time addressing the potential lifestyle interrupters that may affect your hard-earned
Liberty is a progressive African wealth management group which, for more than fifty years,
has delivered innovative long-term solutions that assist customers to achieve financial
stability in their chosen lifestyles and throughout their life cycles
Momentum is one of the most aspirational financial services brands in South Africa,
known for its entrepreneurial spirit and family orientation. Originally established
in 1966, Momentum has grown over the years to become one of the most recognised
financial services brands in South Africa.
We help you create the ideal personal financial plan to meet your unique needs.
Old Mutual provides investment, savings, life assurance, asset management, banking and property and personal insurance.
Professional Provident Society of South Africa (PPS) provides access to individuals to a comprehensive array of financial and health care products.
Sanlam is a leading financial services group listed on the JSE Limited and the Namibian Stock Exchange.
Established in 1918 as a life insurance company, the South Africa-based Sanlam Group has transformed
into a fully diversified financial services business.
Standard Bank Financial Consultants are dedicated to helping their clients achieve financial well-being.
They conduct comprehensive financial plans with their clients and recommend appropriate products which will
ensure that they are working towards achieving their financial goals and also that they are adequately protected.