CFP Archives - B2B Central

28 Sep 2021

Plan your tomorrow this Financial Planning Week

By Staff Writer

To celebrate Financial Planning Week, FPIMyMoney123 will be Supporting FPSB’s World Financial Planning Day. An impressive roster of free financial education webinars based on this year’s global theme: Live your today and plan your tomorrow has been put together.

13 Sep 2021

CFP® - The most important three letters in financial planning

By Staff Writer

Preparing for an uncertain future has never been so important. Financial wellness is the cornerstone of a healthy society and should be the goal of every individual. But achieving financial wellness is easier said than done. There are thousands of financial products on the market, and it seems that everybody has an opinion about what you should do with your savings.

02 Mar 2020

Financial planning - a crucial profession

By Janice Roberts

In a country where only five per cent of citizens can save enough to retire comfortably, it’s impossible to underestimate the importance of the financial planning profession.

19 Feb 2019

Eight questions you should be asking your financial planner

By Janice Roberts

By Eric Streso, Certified Financial Planner. Mismanagement of money can be devastating to your current financial status and your future. Financial advisors offer investors a holistic approach to their money matters that will see long-term financial stability with return on investment. However, seeking out the assistance of a financial planner to manage your wealth can be...

02 Aug 2018

Top three for the FPI Financial Planner of the Year award announced

By Janice Roberts

The Financial Planning Institute (FPI), a South African Qualifications Authority (SAQA) recognised professional body, has recently announced the names of the top three professional financial planners who progressed to the third and final round of the 2018 FPI Financial Planner of the Year competition. In this final round, taking place today, the three entrants will...

06 Jul 2018

FPI withdraws from conducting FAIS regulatory exams

By Janice Roberts

Following the recent announcement by the Financial Sector Conduct Authority (FSCA) to suspend FPI’s authority to conduct FAIS regulatory examinations, the FPI Board announces today that it has temporarily withdrawn its status as an examination body for FAIS regulatory examinations. The withdrawal purely relates to the administration of FAIS regulatory examinations (RE1 and RE5). “In...