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FPI

06 Jun 2016

FPI announces top 3 for Financial Planner of the Year Award

By Janice Roberts

The Financial Planning Institute (FPI) of Southern Africa, has recently announced the names of the top three CERTIFIED FINANCIAL PLANNER® professionals who progressed to the third and final round of the 2016 FPI Financial Planner of the Year competition.
01 Jun 2016

Leading our profession for SA's financial future - FPI

By Janice Roberts

The Financial Planning Institute of Southern Africa (FPI) will be hosting its annual FPI Professionals Convention, which will see a number of local and international experts gathering to discuss ways to advance the financial planning profession in South Africa, while maintaining the highest service and ethical standards.
04 Apr 2016

Leading our profession

By Janice Roberts

Never in the history of financial planning have so many game changers come into play at the same time, leaving many South Africans with more questions than answers about their financial future.
15 Mar 2016

How to choose a financial planner

By Janice Roberts

As the South African economy continues to face its challenges, consumers are becoming increasingly aware of the little that they can save and are tightening their belts more than ever before. However, the challenge still lies with knowing how to plan for your financial wellbeing, and doing it right in order to achieve your goals.
07 Mar 2016

The search for the next FPI Financial Planner of the Year now on

By Janice Roberts

The Financial Planning Institute of Southern Africa (FPI) invites all its members who are CFP® professionals to enter its most prestigious annual award; the FPI Financial Planner of the Year.
11 Dec 2015

Three companies accredited as FPI Approved Professional Practice™ firms

By Janice Roberts

In a recent announcement by the Financial Planning Institute of Southern Africa (FPI), Independent Wealth Managers, BDO Wealth Advisers and Private Client Holdings have been accredited as the FPI Approved Professional Practice™ firms, for meeting the high professional financial standards set by FPI.