Financial Planning Institute of Southern Africa (FPI)

Description

The gatekeeper of and mouthpiece of the Financial Planning Profession in Southern Africa. The Institute sets the standards for this profession, has a code of conduct as well as a disciplinary code for its members.

Member benefits

The only body in Southern Africa that can bestow the highest accreditation on its members namely the Certified Financial Planner competency status, Guideance in career path, guidance in educational development, continued education, complaints resolution system, ethics, fit and proper status as per regulators code, disciplinary code, professional standards code.

Mission / Aims

Our mission is to remain the gatekeeper and mouthpiece of the profession.

Principal activities

We are a standard setting body as well as a membership body.

Training / Licensing / Certification

Provider of short courses, assessor and moderator status.

Affiliations

We are member of:

Financial Planning Standards Board Ltd

Partner Associations:

Insurance Institute of South Africa

Sectoral Education and Training Authority