FPI announces finalists for Financial Planner of the Year award
The winner will be announced at a gala dinner on 14 November.
#Financial Planning Institute of Southern Africa
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
South Africans who work with a financial planner are better off, study finds
Clients who are advised by a Certified Financial Planner® professional report the highest level of financial security and well-being.
It’s ‘Back to the Future’ at this year’s FPI Professionals Convention
The theme of this year’s convention reflects how the recent past will inform the future, accelerating the use automation, open AI, and digital evolution in financial planning.
