Practice Management

Reimagining the FPI’s brand

Change is inevitable. The FPI is updating its brand to become more inclusive and accessible to all South Africans.

Building Momentum in a global slowdown

Florbela Yates, Head of Momentum Investment Consulting, shares her advice on how to keep a long-term view through short-term volatility.

Six contenders make it through to Round Two of the FPI...

Six dedicated professionals have made it one step closer to scooping the most coveted award in the South African financial planning sphere.

Innovative Wealth Management

Blue Chip interviews Nevathee Moodley, Director of STK Advisory Connect, a female- and black-owned business that provides a support service to financial planning businesses primarily around the use of technology.
For more information on the IA100 awards visit https://international-adviser.com/ia-100/

Leading global financial services

South African wealth manager chosen for global Top 100 list

What’s happening at the FPI?

In the last week of April, we surveyed more than 750 CFP® professionals across Southern Africa on the effects of the pandemic on their businesses. The results make for fascinating reading. Here’s a taster

Controlling the ‘controllables’ in uncertain times

Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals

Seeking opportunity through an ESG lens

The Covid-19 crisis has laid bare the very real interconnectivity between our social, environmental and market systems

The July 2020 edition of Blue Chip journal now available

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.

How we’re managing money in the eye of the storm

As Covid-19 changes the way we work, being flexible, supportive and resilient will be crucial.