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.
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:
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.
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.
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.
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.
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.