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FPI Updates

Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Excellence is intentional: The 2025/2026 FPI Approved Professional Practice of the...

In a year defined by rising expectations in the profession, Ascor Independent Wealth Managers emerged as a benchmark for what true excellence is. Awarded the 2025/2026 FPI Approved Professional Practice of the Year, the firm stands out for technical mastery and its philosophy rooted in ethics, independence and purpose-driven client service. Blue Chip caught up with the team.

Our profession must help the profession grow

A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future.

Building better futures 

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.

VISION 2030

Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy.

Meet the FPI Financial Planner of the Year

Established in 2000, the FPI Financial Planner of the Year Award is highly coveted and recognises outstanding achievement in the field and practice of financial planning. In 2025, the award went to Nicola Langridge, CFP®, wealth manager at Private Client Holdings. Blue Chip caught up with her.

2026 FPI Professional’s Convention

The 2026 FPI Professional's Convention is in Cape Town from 7-8 October 2026.

2026 FPI Awards are officially open

The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.

A will is not a commodity

To create a valid and comprehensive will can be a costly and time-consuming exercise, so it's best to plan before you draft, writes Louis van Vuren, CFP®, FPSA®, TEP, the outgoing CEO of the Fiduciary Institute of Southern Africa (FISA®).

Accountability: taking ownership of outcomes

Kobus Oosthuizen (CFP®, Manager: Legal & GRC, FPI) discusses the importance of accountability and why the FPI has added it to their Code of Ethics.

FPI unveils Vision 2030 and strategic direction for the financial planning profession    

FPI unveils new vision and mission for 2030 – building better futures through trusted professional financial planning.
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How and why a financial planner should incorporate structured products into an investment plan

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions.

Concentration, credibility and the importance of understanding risk

Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders, delves into the credibility of the Federal Reserve and debt sustainability, as well as artificial intelligence (AI).

The value of advice in the investment journey

Fränzo Friedrich, Chief Marketing Officer of Momentum Investments, writes about how trusted financial advice helps South Africans turn long-term goals into achievable plans.

Planning across generations and life stages

When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
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