In support of the brilliant work done by the ASISA Foundation under the leadership of Ruth Benjamin-Swales and an unwavering commitment to promoting Financial Planning for All, the FPI has been working in partnership with the ASISA Foundation since 2017, with the shared goal of making financial planning an integral part of every South African’s life.

Taking our collaboration to new heights, the FPI and the ASISA Foundation signed a Memorandum of Understanding in 2022, formalising our alliance and amplifying our joint efforts in supporting the ASISA Foundation’s mission to deliver impactful and objective financial literacy and micro-enterprise development programmes to South Africa’s most vulnerable communities.

The ASISA Foundation, established in 2012 by ASISA, has already made significant strides in this domain, having successfully trained over 80 000 beneficiaries through a range of programmes. The foundation’s strategic objective as an industry body is to develop, implement and refine relevant financial education initiatives that bring about a positive and sustainable impact on South African society.

Aligned with the vision of the FPI, which aims to provide financial planning and advice for all, the FPI has been actively involved in extending financial consumer education to South Africans, synergising with the ASISA Foundation’s ongoing efforts.

The joint endeavours of the FPI and the ASISA Foundation are a testament to our dedication to fostering financial planning for all South Africans and to delivering impactful and objective financial education to more South Africans, creating a brighter and more financially secure future for the nation.