Do not miss this retirement and investment webinar to get first hand relevant information on the latest developments in the retirement and investment space.
A group of 13 financial planners met in 1969 in Chicago and started what is now known as the CFP Board in the US. Over the years, this profession and the related designation of CERTIFIED FINANCIAL PLANNER® professional, has gained international recognition. By Nici Macdonald, CFP®
Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, emphasises risk profiling as key to suitability of financial advice and understanding psychology of finance for clients' retirement planning.
The FPI Financial Planner of the Year competition is composed of very stringent tasks faced by the finalists in all three rounds. Only applicants...
The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises the country’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients.
Financial luminaries gathered for a special night of glitz and glamour at the gala dinner where the announcement was made. Palesa Dube, CFP® emerged as the ultimate financial planning professional at the industry’s flagship event which took place in Fourways, Johannesburg, last night where she was crowned the FPI Financial Planner of the Year. She came up top among a group of finalists that also included Thomas Brukman, CFP® and Philippus Hendrik Spies, CFP®
The CEO of the Financial Planning Institute, Lelané Bezuidenhout, CFP®, shares the FPI’s latest news.
The FPI’s professional and high standards will ensure that your knowledge and skills are always up to date through our free CPD programme and events.
The FPI Board approved these amendments on 24 of August 2022 following commentary by FPI professional members and FPI stakeholders. The new CPD requirements will be amended retroactively to be applicable to the current FPI CPD cycle (1 June 2022 to 31 May 2023
Every year the Financial Planning Institute of Southern Africa (FPI) recognises and awards financial planners who have demonstrated outstanding accomplishments in plying their trade. This year’s top three winners will be announced at the FPI Awards Ceremony Gala Dinner on 19 October, where the overall winner will also be announced.