COVID-19 measures implemented by FPI as of 16 March 2020

17 March 2020 By Lelané Bezuidenhout, CFP®

By now the President of South Africa’s announcement around the COVID-19 virus as well as the declaration of a national state of disaster in terms of the Disaster Management Act (Government Gazette no 43096) should be known to most of you.

Important to note and operational measures taken by FPI effective 16/03/2020:  

Important to note:

There is a huge amount of fake news around the virus doing the rounds at the moment. We urge all FPI staff, FPI members, members of the public and stakeholders to ensure that you obtain your information from a credible source. As a society, there is a massive responsibility on all of us to act sensibly in these times.

It is furthermore essential to stay up to date with any developments around the virus. We encourage you to register for the official National Department of Health COVID-19 support service that provides up to date info on COVID-19 in South Africa. I encourage you to benefit from this service by joining the service.

How to join: WhatsApp "Hi" to +27600123456 for this service to be activated on your cellular device.

Some operational measures taken by FPI:

FPI implemented measures that promotes the notion of Social Distancing and activated the necessary Business Contingency Plans (BCP). Social Distancing refers to the limitation of public gatherings and non-essential business meetings. FPI cancelled all non-essential face to face meetings and moved essential business meetings / stakeholder engagements to our already in-place digital platforms.

From an office point of view – it is business as usual. FPI is ready and able to move completely remotely should the need arise. FPI requests that all contact with FPI is made via our telephone lines, emails and / or FPI member communities.

FPI will not be hosting any face to face CPD events during this period (16 March to 13 April 2020) as any large public gatherings are not allowed during this time. We do however host over 50 virtual CPD events via our webinar and learning management systems. Members should therefore not be hampered from meeting membership renewal requirements during this time.
To conclude:

FPI implemented social distancing measures; activated our BCP and increased staff awareness around the virus and the use of additional hygienic measures implemented at FPI offices.

We urge all our members to implement stringent COVID-19 control measures and to protect their staff and families.

Please do not hesitate to contact FPI at (011) 470-6000 or should you have any queries.

About FPI
The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners, which serves the public by ensuring that people who carry the CFP® designation are qualified, experienced and professional. FPI has recently been approved by the South Africa Revenue Service (SARS) as a Recognised Controlling Body (RCB).

The Institute is also recognised internationally and is a founding, and a current affiliate member, of the international Financial Planning Standards Board Ltd (FPSB) based in the USA, along with 25 other affiliate member countries who offer CFP® certification, the highest recognised professional designation worldwide for a financial planning professional. For more, visit or follow @FPISANews.