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.
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...
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.
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Join the event designed to challenge convention, spark fresh thinking and equip financial advisors with the insights needed to navigate the rapidly evolving investment landscape. Join the Investment Think Tank 2025.
ETF evolution: global and South African trends driving the future of index investing
According to Fikile Mbhokota, CEO at Satrix, the ETF market is evolving at an unprecedented pace, reshaping global investment landscapes.
A major milestone in the evolution of professional certification in financial planning.
The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning...
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