Valedictorian Edward Becker and top student Mia Barnard say the Postgraduate Diploma in Financial Planning delivers practical skills, rigorous training, and industry-ready knowledge.
Compliance expert Anton Swanepoel says financial services providers must adopt a winning mindset, strategy, and tech-driven approach.
As the COFI Bill edges closer to becoming law, practice management expert Anton Swanepoel urges smaller FSPs to define their size early to unlock the benefits of proportional regulation.
The Authority says an entity called LearnOn was found to have issued invalid certificates linked to the Financial Planning Institute.
From its roots in corporate insurance training to leading the charge in online learning, Moonstone Business School of Excellence is shaping the future of financial services education.
MBSE top achievers Claudia Dowsett and Lana Johnson share how their qualifications have strengthened their professional confidence and client trust.
The increase in certified professionals reflects both a growing recognition of the value of financial planners and a shift towards more inclusive, client-focused financial advice.
Various financial practices will provide essential insights and guidance to young professionals at an event in Cape Town.
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.
In this video interview, Rudolph Geldenhuys, the FPI Financial Planner of the Year, shares how financial planning goes beyond technical expertise.
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.
Rudolph Geldenhuys, a senior financial planner at WealthUp, is the Financial Planner of the Year for 2024.
The 2023 FPI Financial Planner of the Year reflects on her career and shares some advice for young professionals entering the industry.
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.
Rudolph Geldenhuys, a senior financial planner at WealthUp, is one of three finalists for the 2024 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.
Enrolments are open until 1 July for the Postgraduate Diploma in Financial Planning, a qualification designed to elevate careers in holistic financial planning.
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