The Financial Planning Institute of Southern Africa (FPI) has announced its Vision 2030 and a refreshed Mission statement, marking a strategic shift in the Institute’s approach to creating impact, deepening trust, and shaping the future of the financial planning profession.
The FPI Board has approved the new Vision and Mission on 27 November 2025, which will guide the FPI through its 2026–2029 strategic cycle.
This development marks a move from the long-standing LARS Framework – focused on Leadership, Awareness, Recognition, and Standards – to the new FPISA Framework. This model positions FPI for meaningful growth, prioritising diversity, inclusion, and continued relevance in an increasingly complex financial services environment.
Vision and Mission for 2030
Vision: Empowering people to build better futures through trusted professional financial planning and advice.
Mission: To foster prosperity by enabling growth for people who are building better futures through:
- Growing and retaining a diverse community of professional members;
- Building strategic partnerships;
- Driving innovation in standards, education, and member services;
- Upholding and evolving global and local professional standards; and
- Advocating for the public good.
The FPISA Framework: A strategic shift
The new strategy is anchored in the FPISA Framework, which comprises five strategic pillars designed to strengthen the profession’s foundation and future:
| Pillar | Focus |
| F – Financial Planning | Member experience, retention, and professional belonging |
| P – Partnerships | Expanding access and impact through meaningful collaboration |
| I – Innovation | Advancing digital enablement, future readiness, and thought leadership |
| S – Standards | Strengthening competence, ethics, and certification |
| A – Advocacy | Protecting the public, shaping policy, and amplifying the profession’s voice |
Lelané Bezuidenhout, CFP® CEO of FPI, emphasises that “Vision 2030 is about impact and accountability. Our updated Vision and Mission make it clear that FPI is a professional body dedicated to helping those who seek better futures achieve their goals through trusted professional financial planning and advice. That commitment is at the core of Vision 2030: ‘Empowering people to build better futures through trusted professional financial planning and advice.’”
With the FPISA framework, FPI’s strategy aims to accelerate growth, enhance relevance, and broaden the profession’s reach, moving beyond the maintenance of standards.
Developing a robust pipeline ensures that future talent becomes part of the FPI’s professional community. Innovation will be key, driving thought leadership, digital advancement, and collaboration with technology partners. Advocacy efforts will focus on elevating the value of professional financial planning and helping consumers understand the benefits of working with FPI members for more confident financial decision-making. This is a strategy designed for people, for professionalism, and for purpose.
FPI Chair, Olwethu Masanabo, CFP®, states, “Vision 2030 is more than a strategy – it is a call to purpose. It reflects our commitment to advancing the profession while uplifting the people we serve. As FPI, we remain dedicated to ethical leadership, meaningful partnerships, and empowering professionals to help South Africans build better futures.”
Through the FPISA Framework, FPI aims to transition from being recognised for excellence to being chosen for impact. This marks the next chapter for FPI, driven by relevance, integrity, and professional responsibility.
What lies ahead
During the next strategic cycle, FPI will:
- Expand access to the profession, with a strong focus on developing a younger and more diverse pipeline of future professionals.
- Support the progression of candidates into fully certified and professional members of FPI.
- Strengthen partnerships with corporates, academia, and sector stakeholders as well as new relevant partners to co-create further professionalisation and create new entry pathways into the profession.
- Promote thought leadership and strategic collaboration on emerging trends, including technology, financial advice models, and the evolving role of financial planning in society.
- Accelerate innovative and digital approaches to engagement, learning, and professional support.
- Enhance advocacy efforts to increase public awareness of financial planning and the importance of working with qualified and trusted professionals.
- Continue to uphold and evolve global and local standards of competence, ethics, and professional conduct.
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