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8 March 2023
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Financial Planning Institute

A major milestone in the evolution of professional certification in financial planning.

A group of graduates with their caps raised
The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning scenarios, the course culminated in the submission of comprehensive financial plans by candidates. A total of 137 candidates registered for the course, with 132 submitting their financial plans. The overall pass ...

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What 25 years as a market pioneer taught us about south african investing

Kingsley Williams, Chief Investment Officer at Satrix
Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how....

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A group of graduates with their caps raised

A major milestone in the evolution of professional certification in financial planning.

The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning scenarios, the course culminated in the submission of comprehensive financial plans by candidates. A total of 137 candidates registered for the course, with 132 submitting their financial plans. The overall pass ...


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