Home Company Insights Financial Planning Institute

Financial Planning Institute

VISION 2030

Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy.

Meet the FPI Financial Planner of the Year

Established in 2000, the FPI Financial Planner of the Year Award is highly coveted and recognises outstanding achievement in the field and practice of financial planning. In 2025, the award went to Nicola Langridge, CFP®, wealth manager at Private Client Holdings. Blue Chip caught up with her.

2026 FPI Professional’s Convention

Join us in Cape Town on 07 – 08 October 2026 for two days of powerful learning, professional connection, and forward-thinking insights.

2026 FPI Awards are officially open

The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.

FPI unveils Vision 2030 and strategic direction for the financial planning profession    

FPI unveils new vision and mission for 2030 – building better futures through trusted professional financial planning.

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

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. And the winners are...

The Crème de la Crème – meet our three finalists

The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet our three finalists: Theoniel McDonald CFP®, Brendan Dunn CFP® and Nicola Langridge CFP®

The spirit of growth, generosity and renewal

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa

FPSB honours two leaders for outstanding contributions to the financial planning...

Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award

Announcement of Finalists for the 2025 Financial Planner of the Year...

We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
- Advertisement -

Most Popular

Shopping for a DFM

What advisers should look for and how Equilibrium delivers.

Is your DFM truly independent?Here’s how to tell

Few words carry as much complexity as independence. It is often accepted at face value. So, what does independence really mean in practice – and how should advisors assess it?

Excellence is intentional: The 2025/2026 FPI Approved Professional Practice of the Year

In a year defined by rising expectations in the profession, Ascor Independent Wealth Managers emerged as a benchmark for what true excellence is. Awarded the 2025/2026 FPI Approved Professional Practice of the Year, the firm stands out for technical mastery and its philosophy rooted in ethics, independence and purpose-driven client service. Blue Chip caught up with the team.

Advising vulnerable clients

Globally, regulators are increasingly turning their attention to the protection of vulnerable customers writes Wessel Oosthuizen, Head of Financial Planning, Fiscal Private Clients.

Equilibrium Investment Management

Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives.
- Advertisement -