Nedbank Financial Planning joins forces with the Financial Planning Institute to promote access to professional advice

1 August, Johannesburg – Nedbank Financial Planning is delighted to announce that it has become a strategic FPI Corporate Partner™ of the Financial Planning Institute of Southern Africa (FPI). This partnership exists because Nedbank Financial Planning’s vision is to be the most admired and trusted financial planning business, which aligns with FPI’s mission to advance and develop financial planning professionals, while acting in the best interest of society.
‘Our focus is on ensuring that we partner with a range of clients, to meet their changing needs with value-adding advisory services that empower them to meet their goals and aspirations. To ensure that clients receive professional, quality, and holistic financial advice, we continuously invest in a range of initiatives to support planners to fulfil this vital role’, says Lloyd Buthelezi, General Manager of Nedbank Financial Planning.
FPI has many interventions, mentorship and professional development programmes designed for financial planners. It also has various platforms, such as the FPI Corporate PartnerTM agreement that provides organisations with a menu of ways to work with FPI to promote and highlight the importance of professional financial planning as well as the up-skilling process that offers financial planners and advisors with pathways towards the CFP® certification.
‘The institute is committed to widening the financial planning net in South Africa, and this partnership fell well within our strategy of ensuring that we continue to improve access to highly qualified financial planner professionals to all South Africans. We strongly believe that the FPI Corporate Partner™ agreement provides an exceptional framework for FPI to work together with larger corporations such as Nedbank in realising this common shared objective’, commented Godfrey Nti, FPI CEO.

Nedbank Financial Planning joins a growing list of organisations who share the FPI’s vision of providing access to professional financial planning for all.

About Nedbank Financial Planning

Nedbank Financial Planning is the financial planning division of the Nedbank Group.  The business provides comprehensive financial advisory services for individuals and businesses and partners with clients at every step of their financial journey.  Nedbank Financial Planning has strong relationships with a number of external providers and the focus is on providing pragmatic client centric solutions that enable clients to meet their current and future goals.