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.
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.
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.
Marching to the beat of a younger generation’s drum
The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. Jodrey Rossouw, Core Wealth Advisory Services and Chair, YFPO, FPI, says the focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
CPD: a cornerstone of excellence in financial planning
In the dynamic and highly regulated world of financial planning, Continuing Professional Development is not just a compliance requirement – it is a professional imperative. By Nici Macdonald, CFP®, Head of Certification and Standards, FPI
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Family Wealth Approved as an FPi Approved Professional Practice™
The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™.
Decomposing fixed income returns
South African bonds have been on a generational run. But where did these returns come from, and were they the result of luck or skill? By Michael Badenhorst, Chief Investment Officer,
Independent Investment Solutions
Quality’s cul-de-sac: when great businesses move together
Owning a basket of great businesses does not always lead to diversified outcomes. When many of those businesses depend on the same market conditions, portfolios can behave far more similarly than investors expect, writes Daneel de Villiers, Investment Analytics Analyst, Fundhouse.
Following in the footsteps of excellence
Financial Planner of the Year 2025/26, Nicola Langridge, CFP®, says that some of her most rewarding moments have come from engaging with other planners, challenging ideas, hearing different perspectives and exchanging practical experiences.
Reflections on my first year as the FPI chairperson
Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson.
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