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Financial Planning Institute

CPD: a cornerstone of excellence in financial planning

In the dynamic and highly regulated world of financial planning, Continuing Professional Development is not just a compliance requirement – it is a professional imperative.

It’s time for COFI

The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.
A group of graduates with their caps raised

A major milestone in the evolution of professional certification in financial...

The Financial Planning Institute of Southern Africa (FPI) is proud to announce the successful completion of its first CFP® Capstone and Financial Plan assessment, marking a significant milestone in the evolution of professional certification in financial planning.

Client before compliance

How to future-proof in the new regulatory environment.
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Staying ahead of the automation, AI and machine-learning curve

Businesses should act sooner rather than later before many practical, easy-to-implement tools become redundant and ineffective. So says process and systems management specialist, Muhammad Ali, CEO of WWISE, a trainer and implementer of ISO standards and programmes.

Five ways: how women financial planners can use AI for tough decisions

Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. AI engages with you in real-time, asking targeted questions about your practice, your clients, your goals – and then gives tailored insights based on your replies.

Financial planners answer a few key questions

Ever wondered how others in the profession think, what their perspectives are or how they charge clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
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