FPI Education and Training Trust was established with one clear purpose: to grow the financial planning profession by expanding access to high-quality education, training and development for future financial planners and those already on the pathway.
At a time when South Africa faces increasing financial complexity, rising consumer vulnerability and an urgent need for trusted professional advice, the sustainability of our profession depends on a strong, diverse and well-supported pipeline of professionals. This is not only an industry issue – it is a public-interest imperative.
A profession that invests in its own future
As financial planners, we often speak about long-term thinking, intergenerational impact and investing today for outcomes tomorrow. The same principles apply to our profession. The Trust exists to:
- Support education and training initiatives.
- Broaden access to the profession.
- Strengthen the long-term credibility and capacity of financial planning in South Africa.
Importantly, contributions to the Trust qualify for an income-tax deduction in terms of section 18A of the South African Income Tax Act. As financial planning professionals who understand tax planning, we know exactly how powerful section 18A can be – allowing donors to support a meaningful cause while also receiving a legitimate tax benefit. This is impact investing in its truest form: advancing the profession while planning efficiently.
Leading by example
Recently, one CFP® professional member made a personal contribution of R100 000 to the Trust. This contribution is significant because of what it represents: belief in the profession, confidence in its future and a willingness to lead by example. If one professional can do this, it raises an important question for all of us: why can’t I contribute as well? Any amount – big or small – is welcomed.
A direct challenge now extends to our FPI corporate partners and professional practices
Will you match this contribution?
Matching this commitment sends a powerful message
- The profession takes ownership of its future.
- Established practices are prepared to invest in the next generation.
- Corporate partners are serious about sustainable growth, transformation and professional excellence.
- Collectively, relatively small monthly contributions from many stakeholders can unlock meaningful, long-term impact. Together, we can ensure that the profession we have worked so hard to build continues to thrive, evolve and serve the public good.
Building better futures – for the profession and society
The financial planning profession has always been about more than products or compliance. It is about trust, competence and outcomes that improve people’s lives. Supporting the FPI Education and Training Trust is an opportunity to live those values – not only in our advice to clients, but in our commitment to the profession itself.
Because ultimately, if the profession is to grow, the profession must help the profession grow.
Change the Lives of the Unemployed to become Financial Planners!
Why SA need Financial Planners?
Dreams need direction. In a country facing rising debt, complex tax laws, and uncertain markets, financial planners are the compass guiding South Africans to financial freedom. Whether it’s building wealth, protecting assets, or planning for retirement expert advice makes all the difference.
How your Contribution will Shape the Future?
The Trust exists to fund education, training and research in the field of financial planning. Donations to the Trust are used to:
- Provide bursaries and scholarships for approved tertiary qualifications in financial planning.
- Support research that advances the practice of financial planning in South Africa.
- Assist beneficiaries with socio-economic needs directly related to their ability to complete their studies and enter the profession.
