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.
CFP® – The most important three letters in financial planning
The CERTIFIED FINANCIAL PLANNER® professional designation is awarded by the Financial Planning Institute of Southern Africa (FPI) – a SAQA recognised Professional Body for financial planners – and it indicates that a financial planner has the necessary skills, knowledge and competencies to give advice impartially, professionally and ethically.
To withdraw or not to withdraw?
National Treasury has mentioned the possibility of amending the law to allow limited pre-retirement withdrawals. If it pushes ahead with these plans, FPI advises doing so with the utmost of caution.
Last chance to enter the FPI Awards
Entries for three of the Financial Planning Institute’s annual awards close on 2 August. Now’s your chance to put your hat in the ring. Awards are a great way of enhancing your reputation, boosting company morale and maintaining talent.
Resilience within the financial sector
The financial services sector is having to adapt rapidly and at an ever-evolving scale to current constraints and market conditions. Raksha Gosai, Brand Ambassador of the FPI, reflects on lessons learnt in 2020 and how they apply to financial professionals and clients alike.
Financial technology: enhancing the client’s experience
Didintle Mokonoto, Strategic Business Enablement Manager at Astute - The Financial Services Exchange, explains how financial advisers who leverage technology will have a competitive advantage for many years to come.
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.
