Time to get involved and promote financial planning

The value of giving back

Skill-based volunteering has clear benefits to the practitioners over and above the feel-good factor that comes from serving the community. If you want to read more about the value of giving back and benefits of pro bono work, download the Skills-based Volunteering Paper.

Members can earn continuous professional development (CPD) points whenever they participate in various pro bono initiatives such as; Financial Planning Week, FPI MYMONEY123™ programme and The Big Drive 4 Financial Freedom roadshow.

Get involved

Financial Planning Week (#FPW2017)

This year’s Financial Planning Week will be held on 2-8 October. The event will coincide with World Financial Planning Day, to be held on 4 October, as well as in support of IOSCO World Investor Week (2-8 October). As a member, there are several ways to get involved:

  • Volunteer to host a financial planning workshop
  • Provide one on one consultations at your offices
  • Participate in a Financial Planning Day
  • Use your media exposure to promote Financial Planning Week 
  • Get social… #FPW2017

Download the key messages  as well as the #FPW2017 toolkit

The Big Drive 4 Financial Freedom
The Big Drive 4 Financial Freedom is a nationwide consumer financial education outreach that will commence on 27 September 2017 in Johannesburg and end on 18 October 2017 in Cape Town to coincide with the opening of the FPI Professionals Convention. A team from FPI will be touring the country introducing the new FPI MYMONEY123TM Young Adults Programme and hosting free FPI MYMONEY123TM workshops in local communities.

“As CFP® professionals we need to lead the challenge. Join us on the Big Drive 4 Financial Freedom, by organising an FPI MYMONEY123™ programme to start the conversation’’, says Nigel Willmott, CFP®. He continues to say “It can’t be fixed all at once however we have to start somewhere. Let us do it together this year. Your contribution to this initiative will help to ignite the focus of financial education for all.”
Download the Big Drive 4 Financial Freedom Volunteer Toolkit.

Need more information?

For more information email: volunteer@fpi.co.za
Remember that you can earn 1 CPD point, per hour, for pro bono work (you can claim up to a maximum of 17 CPD points per year).
Thank you to the following practices and professionals who have volunteered to promote professional financial planning for all. Crue Invest – Financial Planning Week (Cape Town)

  • Theuns Mans, CFP® - The Big Drive 4 Financial Freedom (Potchefstroom)
  • Kobus Kuhn, CFP® - The Big Drive 4 Financial Freedom (Kimberley)
  • Andre Oberholzer, CFP® - The Big Drive 4 Financial Freedom (Kimberley)
  • Henri Le Grange, CFP® - The Big Drive 4 Financial Freedom (Kimberley)
  • Kobus Kleyn, CFP® - The Big Drive 4 Financial Freedom (Johannesburg)