Opportunity for young professionals to start their financial journey in the right way
Various financial practices will provide essential insights and guidance to young professionals at an event in Cape Town.
FPI
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
Excellence in action: MBSE students rank high in CFP® exam
As MBSE students earn top-five ranks in the CFP® Professional Competency Exam, the school is already gearing up for the 2025 introduction of the Capstone Project, a new assessment model.
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
In this video interview, Rudolph Geldenhuys, the FPI Financial Planner of the Year, shares how financial planning goes beyond technical expertise.
FAIS Ombud clarifies remarks about consumers’ trust in their advisers
Trust is an essential element in the relationship between advisers and consumers, who have a responsibility to verify aspects of their adviser’s credentials and standing, says the Financial Planning Institute.
Celebrating excellence and resilience: FPI awards honour top financial planners
Rudolph Geldenhuys, a senior financial planner at WealthUp, is the Financial Planner of the Year for 2024.
Lara Warburton: from unplanned paths to financial planner of the year
The 2023 FPI Financial Planner of the Year reflects on her career and shares some advice for young professionals entering the industry.
Adapt, be curious, and embrace change, says FPI award finalist
René van de Spreng, a wealth manager and director at Apex Private Wealth, is one of three finalists for the 2024 Financial Planner of the Year Award.
Financial planning is not a job but a calling, says FPI award finalist
Rudolph Geldenhuys, a senior financial planner at WealthUp, is one of three finalists for the 2024 Financial Planner of the Year Award.
Here are the three contenders for the Financial Planner of the Year Award
The winner will be announced at the FPI awards ceremony and gala dinner, held on the first evening of the two-day 2024 FPI Professional’s Convention.
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.
Lara Warburton clinches top honour as FPI Financial Planner of the Year
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.
Looking back 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.
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.
FPI awards – Winners announced
“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 […]
FPI awards – Winners announced
“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 […]
FPI and ASSA join forces – Working together in interest of clients
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 […]
FPI and ASSA join forces – Working together in interest of clients
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 […]
