Practice makes perfect
Blue Chip caught up with managing director and co-founder, Craig and Sue Torr, winners of the Financial Planning Institute of Southern Africa’s (FPI) 2023 Approved Professional Practice of the Year Award. Crue Invest, founded in 2004, provides expert advice on all aspects of financial planning.
Tomorrow is here
The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news.
Register for the FPI Professional Competency exams
The Professional Competency examinations allows candidates to demonstrate their ability to apply financial planning concepts in real-world scenarios.
The ultimate accolade
The FPI Financial Planner of the Year competition is renowned for its rigorous evaluation process that showcases the exceptional skills and abilities of the finalists. Lara Warburton, CFP®, stood out among a group of finalists including Thomas Brukman, CFP®, and Noel de Kock, CFP®, to secure the coveted title.
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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Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.
Differential Capital
Headquartered in Bryanston, Johannesburg, and Newlands, Cape Town, Differential Capital was established in 2018 as an owner-managed boutique AI-led asset manager.
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Investors keep asking us, is the wild ride over? Unfortunately, we think not.
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Methula Sikakana (Business Development Manager, Equilibrium Investment Management) shares his insights into how to build a successful advisory practice by aligning your products with the needs of your clients.
Glacier by Sanlam appoints Zeenat Patel as Head of Investment Solutions
Glacier by Sanlam have announced the appointment of Zeenat Patel as their Head of Investment Solutions.
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