Research centre

As part of our commitment to the financial planning profession, we undertake regular research projects to find out more about the evolution and state of the industry.

Global Consumer Survey - The value of Financial Planning


Survey of 1,000 South Africans shows greater optimism and preparedness among those working with CERTIFIED FINANCIAL PLANNER® professionals.

South Africans have higher confidence than the global average when it comes to achieving their financial life goals. This is according to a nationwide survey, conducted in conjunction with Financial Planning Standards Board (FPSB) and GfK, a global research firm with extensive experience in the financial services sector.

To download more information, click on the links below:

Joint Research by FPI and SAQA - Learning Pathways followed by Financial Planners and Financial Advisors

With the ever-increasing emphasis on articulation within the South African Post School Education and Training System (PSET), the importance to examine how learners navigate the National Qualifications Framework (NQF) has led to the findings recorded in this paper. The paper explores the learning pathway followed by professional members of the Financial Planning Institute of Southern Africa (FPI) and is based on the learning achievements of over 18 000 FPI members as recorded on the National Learners’ Records Database (NLRD). 

Download the full report here

CPD Research - Continuing Professional Development Practices (CPD) in Recognised Professional Bodies

This short study aims to inform discussion of Continuing Professional Development (CPD) practices. It is an early step towards the possible formulation of general policy and guidelines for CPD in South Africa’s professional bodies.The study reflects an initial desk-top investigation of different approaches to CPD. It focuses mainly on formal requirements and the issues they raise.

Download the full report here

Comparator Research – The value of CFP® certification

According to recent research results, CERTIFIED FINANCIAL PLANNER® professionals are more productive, generate higher revenue and reduce corporate risk. Click on the links below to download the reports.

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Project Value

A research project we undertook in 2013, and again in 2014, in search of a unique value proposition expected from members. Click on the links below to access the reports.


Member Satisfaction Survey

We conducted a perception study amongst our key stakeholders in order to identify and assess their prevailing perceptions, needs and opinions. Click on the links below to download the full reports.

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Magnet Young Professional Survey

The survey is designed to assess the career aspirations of South African professionals in general, and to hear about their working experience thus far. Click on the links below to download the full reports.