Member benefits

Retaining your professional designation is crucial to your success and that of your business, but there are many more benefits to becoming a member of FPI, download the member benefits brochure to find out more.

International community of professionals

  • Our CFP® professionals are part of global financial planning network of over 160 000 practitioners.
  • With all our certified members making up a strong local industry network of over 6000 professional.

Discount programmes and subscriptions

  • Free subscription to the LexisNexis  online financial and legislation news.
  • Industry publications subscriptions savings per annum.
  • 20% discount on the Commissioner of Oaths stamp through RubberstampSA.
  • Astute discounted electronic information exchange system for FPI members.
  • 50% discount on your SAIT membership.
  • Southern Cross Professional Indemnity Insurance.


SAQA recognition

  • The Institute is recognised as a professional body for financial planners by the South African Qualifications Authority (SAQA).
  • Our professional designations are registered with SAQA on the National Learner Records Database. 

Affordable CPD events

  • CPD events with quality speakers and cutting edge course material.
  • Special packages that can save you up to R1700 every year.
  • Access to 11 free webinar programmes annually.

 

Exclusive member tools and templates

Regular updates and publications

Please download the member benefits brochure to find out more about these benefits.  

Data pager
Data pager
1234
 Item 1 to 4 of 15
of 4 
show all 15
Event NameStart Date
Data pager
Data pager
1234
 Item 1 to 4 of 15
of 4 
show all 15
2017 Pricing Models Webinar2017-06-29
FPI KZN Regional Committee Golf Clinic2017-06-30
CFP® Professional Competency Examination2017-08-17
FSA™ Professional Competency Examination2017-08-17