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

  • Ongoing education and guidance on trusts via the Trusteeze platform
  • 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.  

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2017 Online: Capital Gains Tax2017-08-21
2017 Investment Planning Webinar2017-08-24
2017 Business Assurance Webinar2017-09-14
Planning the road through retirement2017-09-14