FPI News

On baby boomers, millennials and ‘golf only’ clients

Posted on 2017-10-20
On baby boomers, millennials and ‘golf only’ clients – Consumer behaviours are driving global financial practice management trends

Award-winning Motivational Speaker Ross Bernstein Shares ‘The Champion’s Code’

Posted on 2017-10-20
On baby boomers, millennials and ‘golf only’ clients – Consumer behaviours are driving global financial practice management trends

The client is the real winner Mark MacSymon CFP

Posted on 2017-10-20
Mark MacSymon, CFP® at Private Wealth Holdings was declared the winner of the 2017 FPI Financial Planner of the Year Award at the Financial Planning Institute’s (FPI) Gala Dinner held in Cape Town on 19 October 2017.

What customers want… Why trust is the cornerstone of financial planning

Posted on 2017-10-10
10 October 2017: Johannesburg – The Financial Planning Institute (FPI) of Southern Africa, has recently launched the FPI Diversity Scholarship Programme. The programme has been developed to assist with its mission to develop strategies to raise aware

Wealthup awarded FPI Approved Professional Practic Status

Posted on 2017-10-10
10 October 2017: Johannesburg – The Financial Planning Institute (FPI) of Southern Africa, has recently launched the FPI Diversity Scholarship Programme. The programme has been developed to assist with its mission to develop strategies to raise aware

Political awareness an imperative for professional financial advice

Posted on 2017-10-10
10 October 2017: Johannesburg – The Financial Planning Institute (FPI) of Southern Africa, has recently launched the FPI Diversity Scholarship Programme. The programme has been developed to assist with its mission to develop strategies to raise aware

Justice Malala Predicts Roller Coaster Ride until 2019 Elections

Posted on 2017-10-10
10 October 2017: Johannesburg – The Financial Planning Institute (FPI) of Southern Africa, has recently launched the FPI Diversity Scholarship Programme. The programme has been developed to assist with its mission to develop strategies to raise aware

FPI Launches the Diversity Scholarship Award

Posted on 2017-10-10
10 October 2017: Johannesburg – The Financial Planning Institute (FPI) of Southern Africa, has recently launched the FPI Diversity Scholarship Programme. The programme has been developed to assist with its mission to develop strategies to raise aware

Special Offer for FPI Members

Posted on 2017-10-06
The Financial Planning Institute is proud to be Supporting Partner of SRP’s 2nd annual Africa Structured Products & Alternative Investments Conference in Johannesburg on 1-3 November 2017.

Financial Planning Institute Kicks Off Financial Planning Week

Posted on 2017-10-02
Financial Planning Institute Launches Financial Planning Week The Big Drive 4 Financial Freedom