Join a working group to support our vision of "professional financial planning for all"

23 March 2020, By David Kop, CFP®

FPI is in the process of establishing two working groups to support our vision of "professional financial planning for all"

The first working group will be established to look at the FPIMYMONEY123TM financial literacy programme and update the content for the current economic and technological environment. Click here to access the "FINANCIAL LITERACY" Working Group (AWG). 

The second working group will examine current business models and the regulatory environment and make recommendations on how we can provide access to advice for more South Africans. Click here to access the "FPI: ACCESS TO FINANCIAL PLANNING" Working Group (AWG).

Due to the current COVID-19 pandemic meetings will be held virtually until such time as the situation is under control.

If you are interested in participating in either working group please email your expression of interest to indicating which group you would like to participate in.

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.