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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.

Next Generation Certification Standards

Want to become a CERTIFIED FINANCIAL PLANNER®? The Financial Planning Institute introduces the Next Generation Certification Standards.

Lara Warburton, CFP®, Claims Top Honours at FPI 2023 Gala Awards

Johannesburg, 14 November 2023 – The Financial Planning Institute of Southern Africa (FPI) recently hosted its highly anticipated annual Gala Awards evening, a prestigious event recognising excellence in the financial planning industry. The culmination of the evening saw Lara Warburton, CFP®, emerge as the distinguished recipient of the FPI Financial Planner of the Year award.
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Lelané Bezuidenhout CFP® | Nurturing better financial decision-making

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

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.

The secret is out: The 2023 Financial Planning Institute of Southern...

The winner will be announced on 14 November at the Sandton Convention Centre, Johannesburg. The new reigning financial planner of the year will be awarded with the FPI Financial Planner of the Year trophy and a certificate and be appointed as the FPI and CERTIFIED FINANCIAL PLANNER® (CFP®) professional brand ambassador.
Financial Planning leads to better outcomes – beyond wealth, but myths persist

Financial Planning leads to better outcomes – beyond wealth, but myths...

New study shows South Africans who work with CERTIFIED FINANCIAL PLANNER® professionals have a better quality of life, enjoy more financial confidence and resilience, and are more satisfied with their financial situation.
Financial Planning retirement webinar

The Financial Planning Institute of Southern Africa’s retirement and investment webinar:...

Do not miss this retirement and investment webinar to get first hand relevant information on the latest developments in the retirement and investment space.
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.
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FPI keeps busy over winter months

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