FPI awards – Winners announced
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 […]
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
FPI awards – Winners announced
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 […]
Earn 5 CPD hours – Register for “The Trust Dilemma”
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 Financial Planner of the year
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 […]
FPI Financial Planner of the Year
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, […]
FPI 2016 Award winners announced
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 […]
