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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.

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.

Setting the gold standard in financial planning

South African business leader, advocate for financial literacy and driver of equality in the finance sector, Olwethu Masanabo, CFP®, has taken over the helm of the FPI as the FPI Board’s chairperson. Blue Chip spoke to her about her aspirations for the FPI.

Beyond the trophy: the invaluable lessons of a Financial Planner of...

Rudolph Geldenhuys shares his experience of winning the FPI Financial Planner of the Year 2024/25.

FPI Celebrates Excellence at the 2025 FPI Awards Ceremony and Gala...

The Financial Planning Institute of Southern Africa (FPI) proudly announced the winners of the 2025 FPI Awards at its prestigious Gala Dinner and Awards Ceremony, held on the evening of 3 November 2025 at the Sandton Convention Centre in Johannesburg. And the winners are...

The Crème de la Crème – meet our three finalists

The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet our three finalists: Theoniel McDonald CFP®, Brendan Dunn CFP® and Nicola Langridge CFP®

The spirit of growth, generosity and renewal

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa

FPSB honours two leaders for outstanding contributions to the financial planning...

Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award

Announcement of Finalists for the 2025 Financial Planner of the Year...

We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
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Invest in the future of financial planning: Support the FPI Education...

With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals. 
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Shaping spaces that help great financial planners do their best work

Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning.

Advancing professionalism in the industry

Consolidated Wealth Group provides exceptional financial planning advice, a standard that has been built through years of dedicated excellence. The group was the first wealth management firm to earn FPI Approved Professional Practice status. Blue Chip speaks to CEO, Craig Kiggen.

What are all the costs that go into using a DFM?

As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important.

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.

Satrix celebrates 25 years of industry leadership

The Satrix story began in January 2000 with a first institutional mandate of R800-million, at a time when passive investing was still largely uncharted territory.
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