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Financial Planning Institute (FPI)

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The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority recognised professional association for financial planners in South Africa. It is the only institution in South Africa to offer the CFP® certifications and has been approved by the South African Revenue Service (SARS) as a Recognised Controlling Body (RCB).
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A conversation for perspective: the first step in influencing client decisions

A key concept from Stephen Covey’s book, The 7 Habits of Highly Effective People is that what you “see” determines what you “do”, and...

Protect yourself from financial fraud

Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise.

What makes a compelling offshore platform?

Momentum Wealth International empowers South African clients to invest globally with confidence, offering an investment platform that is secure, flexible, and tailored to individual needs.

FPI Celebrates Excellence at the 2025 FPI Awards Ceremony and Gala Dinner

The Financial Planning Institute of Southern Africa (FPI) proudly announced the winners of the 2025 FPI Awards at its prestigious Gala Dinner and Awards Ceremony, held on the evening of 3 November 2025 at the Sandton Convention Centre in Johannesburg.

Corion Capital

Corion Capital was founded in 2001, previously a division of Brait Ltd.
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