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Boost your financial planning career with MBSE’s triple-accredited postgraduate diploma
Enrolments are open until 1 July for the Postgraduate Diploma in Financial Planning, a qualification designed to elevate careers in holistic financial planning.
‘Lack of maintenance or wear and tear’ gave rise to most of the disputes in several categories of insurance.
Read moreEnrolments are open until 1 July for the Postgraduate Diploma in Financial Planning, a qualification designed to elevate careers in holistic financial planning.
Video interview: Lara Warburton, the managing director of Integral Wealth Management, shares why she entered the Financial Planner of the Year competition and what has stood out for her at this year’s FPI Professional’s Convention.
Video interview: Kirsty Scully, the chairperson of the FPI, and Lelané Bezuidenhout, the chief executive of the FPI, on the key take-aways from the Financial Planning Institute’s two-day 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.
“We believe that hard work deserves to be rewarded, and that’s why we make sure that we recognise the outstanding achievers in the financial planning industry annually,” according to the Financial Planning Institute […]
“We believe that hard work deserves to be rewarded, and that’s why we make sure that we recognise the outstanding achievers in the financial planning industry annually,” according to the Financial Planning Institute […]
The Financial Planning Institute (FPI) and the Actuarial Society of South Africa (ASSA) have signed a Memorandum of Understanding (MOU) that will see these professional bodies work together to help retirement fund members […]
The Financial Planning Institute (FPI) and the Actuarial Society of South Africa (ASSA) have signed a Memorandum of Understanding (MOU) that will see these professional bodies work together to help retirement fund members […]
Last week, Hardi Swart was named the 2019 winner at the Financial Planning Institute’s (FPI) annual awards dinner on Wednesday night. Other awards, presented at the FPI’s gala dinner included the following, amongst […]
Last week, Hardi Swart was named the 2019 winner at the Financial Planning Institute’s (FPI) annual awards dinner on Wednesday night. Other awards, presented at the FPI’s gala dinner included the following, amongst […]
In the absence of trust, no relationship can be sustained. Trust, therefore, forms the basis of any relationship. MBSE has developed a course to equip delegates with all the necessary tools and skills […]
Mark MacSymon, a wealth manager at Private Client Holdings, was named the 2017 Financial Planner of the Year on Thursday. The award, presented by the Financial Planning Institute (FPI), is the highest accolade […]
We would like to add our congratulations to the following top eight entrants who have successfully advanced to the second round of this year’s FPI Financial Planner of the Year Award. Craig Torr, […]
The Financial Planning Institute (FPI) of Southern Africa hosted its annual Awards Ceremony Gala Dinner on Monday night, where it recognised leaders in the financial planning profession for their outstanding level of professionalism […]