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.

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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.
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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.
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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.
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Why good people ignore good processes

Resistance is often misunderstood, with the person pushing back often being the best informed person in the room, writes Lizanne van Eeden, CFP®, Founder and Lead Consultant, Karenu Consulting.

Oyster Catcher Investments

Oyster Catcher Investments is an independently owned boutique investment manager based in Sandton, Johannesburg.

Helping clients turn wealth into lasting impact: The role of advisers in legacy giving

Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October.

FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner

The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.

Strong partnerships create value

Strong partnerships are essential for creating deep trust, a commitment to excellence as well as a willingness to adapt as circumstances change, writes Old Mutual's Prabashini Moodley.
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