Financial Planning Institute

Airport

Back to sort-of normal

Back to sort-of normal updates from Lelané Bezuidenhout, CFP® CEO, Financial Planning Institute of Southern Africa.

The Financial Planning Institute of Southern Africa (FPI), will have a...

The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority recognised professional association for financial planners and advisers in South Africa, will have a significant presence at Leaderex 2022, to be held at the Sandton Convention Centre on 13-15 September.

Join the FPI at Africa’s largest gathering of leaders, professionals and...

The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority recognised professional association for financial planners and advisers in South Africa, will have a significant presence at Leaderex 2022, to be held at the Sandton Convention Centre on 13-15 September.

The time is now

News, updates and insights from Lelané Bezuidenhout, CEO at Financial Planning Institute of Southern Africa.

It’s that time of the year again: The 2022 FPI Annual Awards...

The Financial Planning Institute of South Africa (FPI) will be hosting the prestigious awards ceremony on 19 October 2022. Members of the FPI and the general public are invited to enter or nominate people in the categories below.

The CFP® mark is stronger than it’s ever been

2021 worldwide data show a net increase of 10 550 CFP® professionals last year.

FPI Professional Convention 2022

Join us at the 33rd Financial Planning Institute of Southern Africa (FPI) Professional's Convention which will be held on the 19th and 20th of October 2022 and hosted as a hybrid event this year.

Planning a brighter future – FPI launches Young Financial Planners Organisation

As part of its vision to make professional financial planning available to all South Africans, the Financial Planning Institute has launched the Young Financial Planners Organisation (YFPO).

Practice makes perfect: FPI Professional Practice of the Year Award

The second-ever FPI Professional Practice of the Year Award, which recognises that successful financial planning is always a team effort, was won by Gradidge-Mahura Investments in 2021. The runners-up and very close contenders for the award were Crue Invest and BDO Wealth Advisers. Blue Chip spoke to the top three nominees.

Exceptional outcomes: FPI Financial Planner of the Year Award

The FPI Financial Planner of the Year award is the highest accolade bestowed on financial planners in South Africa, and it represents the very pinnacle of the profession. Blue Chip caught up with the winner of the 2021 award, Ryan McCaughey CFP®, executive head of financial advisory firm Hewett Wealth, Western Cape branch.