B2B Central

FPI

23 Jan 2019

What’s the value of a financial adviser?

By Janice Roberts

By Pieter Hugo, MD, Prudential Unit Trusts Let’s face it: many of us are reluctant to use a financial adviser to help us with our investments because we are worried about how much they will charge. We wonder if their input is really worth the fees we’re paying them – we want to know what their true...
13 Aug 2018

Resignation of Mr Godfrey Nti as CEO of the Financial Planning Institute of SA

By Janice Roberts

The Financial Planning Institute of Southern Africa (FPI) has today announced the resignation of the Chief Executive Officer, Mr. Godfrey Nti with immediate effect. “The Board is thankful for Godfrey’s years of service and contribution to the organisation,” said Mr Ntai Phoofolo, chairperson of FPI Board of Directors, in a statement. “It has been an...
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...
20 Jul 2018

Withdrawal of the Financial Planning Institute (FPI) as a recognised examination body

By Janice Roberts

The FSCA confirms that the recognition of the Financial Planning Institute (FPI) as an examination body will be withdrawn. The process of transferring all examination data, records and archives over from the FPI to the FSCA will be completed by November 2018. The FPI will continue to provide the following support function until all examination...
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suspend FPI’s authority to conduct FAIS regulatory examinations, the FPI Board announces today that it has temporarily withdrawn its status as an examination body for FAIS regulatory examinations.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...
14 Jun 2018

FSCA halts Regulatory Examinations administered by the FPI

By Janice Roberts

The Financial Services Conduct Authority (FSCA) has instructed the Financial Planning Institute (FPI) to discontinue the delivery of the Regulatory Examination (RE) with immediate effect, it said in a statement today. This comes after the FSCA was alerted by a third party to alleged irregularities in the delivery of the exam. All current and future...
18 Apr 2018

The Financial Planning Institute partners with the Hospice Palliative Care Association

By Janice Roberts

The Financial Planning Institute (FPI) today, in celebration of Advanced Healthcare Planning Day, announced it has signed a Memorandum of Understanding (MOU) with the Hospice Palliative Care Association of South Africa (HPCA). The MOU seeks to reinforce FPI’s commitment to establish a close working relationship with HPCA to provide inter alia, financial planning education to...
11 Apr 2018

Estate Planning: Dying without a will is one of the biggest mistakes you can make

By Janice Roberts

If you die without a valid Will in place the assets in your estate are distributed as stipulated in the Intestate Succession Act. This can cause unnecessary trauma, costs and delays for the family you leave behind and may prevent your final wishes from being carried out. Having a Will is also an imperative for...
08 Mar 2018

Make sure that you and your financial planner are executing the same financial game plan

By Janice Roberts

The relationship that you have with your financial planner is comparable to the one that exists between a professional sportsperson and his or her coach. It takes the form of an unbiased and objective collaboration through which you and your financial planner continuously evaluate and implement the strategies that will deliver your desired long term...
07 Feb 2018

What your financial planner should be doing pre- and post-Budget

By Janice Roberts

On 21 February 2018 the finance minister will take to the podium to deliver South Africa’s Annual Budget. He will outline how government proposes to balance its income and expenditure for the 2018/19 financial year against a backdrop of poor economic growth, rising unemployment, mounting debt and significant shortfalls in tax revenue collection.
02 Feb 2018

Global Financial Planning Organisation Appoints Gerhardt Meyer as Chairperson-Elect

By Janice Roberts

Gerhardt Meyer, CFP®, Head of Governance for the Wealth Division of Old Mutual South Africa has been appointed chairperson-elect of Financial Planning Standards Board (FPSB) effective, April 2018. Meyer will then serve another year as Chairperson to FPSB’s Board of Directors in 2019.
03 Nov 2017

PSG CFP wins at FPI

By Janice Roberts

PSG Wealth is pleased to announce that Simone Sharman, adviser at PSG Wealth Faerie Glen Stockbroking and Financial Planning has won the top student award for the CFP® Professional Competency Examination (board examination). The award was presented at the FPI Gala Dinner in Cape Town last month.