In support of the brilliant work done by the ASISA Foundation under the leadership of Ruth Benjamin-Swales and an unwavering commitment to promoting Financial Planning for All, the FPI has been working in partnership with the ASISA Foundation since 2017, with the shared goal of making financial planning an integral part of every South African’s life.

The power of professional financial planning

CFP® professionals benefit their clients holistically in ways beyond growing their wealth. Clients realise this, as shown in the FPI and Financial Planning Standards Board’s Value of Financial Planning Research 2023 study.
FPI Professional's Convention winners

FPI Professional’s Convention 2023 looks back to the future

The FPI Professional's Convention this year will highlight the importance of looking back at where we were before the global lockdown in 2020.
The future of financial planning

The future of financial planning: aspects and solutions

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®

The Financial Planning Institute of Southern Africa Annual Refresher Workshop to...

The Financial Planning Institute of Southern Africa (FPI) Annual Refresher Workshop for 2023 will be packed with a wide range of informative topics -...

The smart solution for financial advisors by financial advisors

What does the future of financial planning look like? If you ignore all the noise, the changes, the regulations and the economic environment, one thing becomes very clear: the upcoming generation of financial planners is passionate about the industry, clients and the profession. By Nici Macdonald, CFP®, HOD: Certifications and Standards, Financial Planning Institute of Southern Africa

The value of a financial planner

Lelané Bezuidenhout, CFP®, has been the chief executive officer of Financial Planning Institute of Southern Africa for three-and-a-half years. Blue Chip, the official publication of the Institute, speaks to her about the financial planning profession.

FPI Tax Planning Workshop 2022

Join the Financial Planning Institute of Southern Africa (FPI), on 29 November 2022, for a workshop on Tax Planning for an in-depth presentation on these topics. This will be a half-day online webinar to take place between 09:00 and 12:20, presented by Madeleine Schubert and Dr Marius Botha, CFP®.