B2B Central

FPI

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.

10 Feb 2020

Do you have what it takes to be the 2020 FPI Financial Planner of the Year?

By Janice Roberts

Winning an FPI award is a surefire way to boost your professional standing and attract new clients. Even being chosen as a finalist will do wonders for your business.

02 Dec 2019

MoneyMarketing is an FPI recognised CPD Provider – December 2019

By Janice Roberts

Now FPI members can earn 1 verifiable CPD point/hour for reading the latest issue of MoneyMarketing. A CPD activity is a verifiable activity that is accredited by a professional body – such as the Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) Recognised Professional Body.
04 Nov 2019

MoneyMarketing is an FPI recognised CPD Provider – November 2019

By Janice Roberts

Now FPI members can earn 1 verifiable CPD point/hour for reading the latest issue of MoneyMarketing. A CPD activity is a verifiable activity that is accredited by a professional body – such as the Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) Recognised Professional Body.
25 Oct 2019

Are you ready for the 4th Industrial Revolution in Financial Planning?

By Janice Roberts

Financial planning has evolved over the years from salesman to advisor to trusted planner.  Financial planning has become a highly regulated profession with the focus being predominantly on technical, technological and product advances. However, the world is rapidly changing and what worked up until now will not necessarily work in the future.
09 Oct 2019

Financial literacy: The gift that keeps on giving

By Janice Roberts

By David Kop, Executive Director of Relevance at the Financial Planning Institute of Southern Africa. Our country is in the midst of a savings crisis. Most South Africans simply don’t have enough money to support themselves in retirement. The best – indeed, the only – chance of correcting the situation is for all of us...
07 Oct 2019

MoneyMarketing is an FPI recognised CPD Provider – October 2019

By Janice Roberts

Now FPI members can earn 1 verifiable CPD point/hour for reading the latest issue of MoneyMarketing. A CPD activity is a verifiable activity that is accredited by a professional body – such as the Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) Recognised Professional Body.
04 Oct 2019

Financial Planning Week is just around the corner!

By Janice Roberts

Next week is Financial Planning Week (7 to 11 October). Many investors underplay the importance of financial advice often to the detriment of the performance of their portfolios over time.  A good, independent financial adviser (IFA) can dramatically improve your financial outcomes by guiding your financial planning decisions over your investing journey and ensuring that you...
03 Oct 2019

Financial education is everyone’s responsibility

By Janice Roberts

By Nigel Willmott CFP®, Franchise Principal Momentum Consult, Clearwater. South Africa is in the midst of a savings crisis – we simply don’t have enough money to last us in retirement. We are also R1.6 Trillion in debt. One of the best chances of addressing the situation is if industry players and professionals work together...
03 Sep 2019

CPD - An opportunity for advisers to be on top of their game

By Janice Roberts

Ever since Continuous Professional Development (CPD) became part of the Financial Sector Conduct Authority’s (FSCA) Fit and Proper Requirements (as required in Board Notice 194 of 2017, with effect from 1 April 2018), CPD compliance has become an inescapable reality for all financial services providers (FSP), key individuals and representatives such as brokers and financial...
03 Sep 2019

MoneyMarketing is an FPI recognised CPD Provider – September 2019

By Janice Roberts

Now FPI members can earn 1 verifiable CPD point/hour for reading the latest issue of MoneyMarketing. A CPD activity is a verifiable activity that is accredited by a professional body – such as the Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) Recognised Professional Body.
28 Aug 2019

Women triumph at the FPI

By Janice Roberts

Lelané Bezuidenhout, CEO of The Financial Planning Institute of Southern Africa (FPI), has announced the promotion of Adele Whyte to Head of the Membership Hub with effect from 1 July, and the appointment of Roxanne van Blerk as the new Head of Certification and Standards with effect from 1 August.