Home Company Insights Financial Planning Institute

Financial Planning Institute

How the process of becoming an FPI approved practice has benefitted...

Centric Wealth Advisory, a Cape Town-based wealth advisory, has recently been acknowledged as one of 15 FPI Approved Professional Practices™ within SA.

Sharing is caring: Lessons from the FPI Brand Ambassador programme

Last year, the FPI launched a Brand Ambassador programme that leverages the public profile of past FPI award winners to raise awareness about the importance of sound financial planning and advice. Here’s how to apply the ambassador example to your own business.

This Financial Planning Week, join the FPI in building a brighter...

In the week of 4 – 8 October 2021, the FPI will coordinate a raft of initiatives to raise the profile of financial planning in SA. We can all contribute to the success of Financial Planning Week by simply raising awareness of the value that quality financial planning can add to all South Africans’ lives.

The 2021 Financial Planning Institute of Southern Africa Awards are open...

On 25th October 2021 the FPI will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised. You are invited to enter or nominate people in these categories.

FPI Professional Convention 2021

The Financial Planning Institute of Southern Africa (FPI) has opened registration for this year’s 2021 FPI Professional Convention.

Centric Wealth is now an approved FPI practice

Centric Wealth Advisory (PTY) Ltd ("Centric Wealth Advisory") is now an FPI Approved Professional Practice™

The FPI’s Annual Refresher is now a hybrid event

The FPI will be holding face to face events within the capacity regulations in Gauteng, Western Cape and KwaZulu-Natal in late January 2021 and early February 2021 while the live online webinar will take place early February 2021

Meet the Financial Planner of the Year and all the other...

Hester van der Merwe CFP® was the biggest winner at the financial planning industry’s flagship event, while BDO Wealth Advisers, Caroline da Silva and Francois du Toit CFP®, Didi Mokonoto CFP® and Brandon Ellse CFP® also took home important prizes

Five “Aha! Moments” to look forward to at the FPI Professional Digital Convention

The first-ever 100% digital FPI Professional Digital Convention on 27th and 28th of October 2020 has an irrepressible line-up of speakers from around the globe

Ten reasons why you should not miss the FPI Professional Digital...

Here are ten ways in which attending the FPI Digital Convention this month will benefit you and your business