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Financial Planning Institute

FPI CEO to serve as chairperson on distinguished international committee

The Financial Planning Standards Board – the standards-setting body for the global financial planning profession – has named Lelané Bezuidenhout as chairperson of its Chief Executives Committee.

FPI 2021 November Webinars

Join the Financial Planning Institute of Southern Africa (FPI) for a series of webinars taking place in the month of November.

Ryan McCaughey, CFP®, is crowned by the FPI as the 2021...

Ryan McCaughey, CFP®, was the biggest winner at the financial planning industry’s flagship event. Ryan is the Executive Head of the Western Cape of the financial advisory firm Hewett Wealth.

Life begins at 40

The FPI celebrates 40 years of financial planning excellence this year!

Special FPI 40th Anniversary Edition of Blue Chip, official publication of...

Welcome to this special FPI 40th Anniversary Edition of Blue Chip, the official publication of the FPI. Blue Chip takes this opportunity to wish the FPI a happy 40th anniversary. Congratulations!

A whirlwind of winners

This year marks the 20th anniversary of the FPI Financial Planner of the Year Award – the most prestigious industry accolade that will change the life and career trajectory of one talented individual. Navin Ramparsad, CFP®, Chairman of the FPI Board, takes a look at why awards matter.

Relationships, rebranding and future plans

Lelané Bezuidenhout CFP®, CEO of the Financial Planning Institute of Southern Africa, looks forward to the imminent FPI Professional Convention and other exciting industry developments.

FPI looks to the future at 2021 convention

The theme of the 2021 FPI Professional Convention is “The Future is Human”. Technology is changing the way that financial planners give advice, but it should never detract from the human relationships that have always formed the core of the profession.

The gift that keeps on giving

Hester van der Merwe CFP® looks back on her experience of winning last year’s FPI Financial Planner of the Year Award.

Why business awards matter

Whether you’re a financial planner, fashion designer or fireman, awards are a great way to enhance your reputation, boost company morale and maintain talent.