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Financial Planning Institute of Southern Africa

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Tel: 086 1000 374
Address:
84 Sophia Street
Fairland
Johannesburg
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History
The Financial Planning Institute of Southern Africa (FPI) is a South African Qualifications Authority recognised professional body for financial planners in South Africa. It is the only institution in South Africa to offer the CFP® certification, as well as an approved examination body for the FAIS regulatory examinations.

As a non-profit professional body, founding and affiliate member of Financial Planning Standards Board (FPSB), the Institute exists to improve the level of professionalism and positively influence the quality of advice provided by its members. There are 25 other affiliate member countries who offer the CFP® certification.

In 2012, FPI was highly commended by FPSB and awarded Tier 1 Affiliate Status for receiving 96% in the global assessment. This is the highest achievement any affiliate has ever received.

 
Vision and Mission
Our vision is one of professional financial planning for all.

Our mission is to advance and promote the pre-eminence and status of financial planning professionals, while at all times acting in the interests of the society whom the profession serves.


 
Our Strategic Objectives
We strive to remain a pre-eminent financial planning standards authority for competent, ethical financial planners in South Africa and uphold the integrity of the CFP® certification.

Company Press Releases »

Icon FPI becomes a member of The International Centre for Academic Integrity
31 Jul 13 | Read More »
The Financial Planning Institute of Southern Africa (FPI) is proud to announce the new affiliation with the International Centre for Academic Integrity (ICAI). The ICAI was founded to combat cheating, plagiarism, and academic dishonesty in higher education. Its mission ...
Icon 2012 Annual FPI Convention
12 Mar 12 | Read More »
  2012 Annual FPI Convention   20 - 21 June 2012   Sandton Convention Centre     Put yourself a decade ahead of the pack and learn how you, as a financial planner, can adapt your mindset and embrace change to succeed in ...
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From The Glossary »

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Segregated Portfolio:

A portfolio managed independently by an investment manager from other assets under its control, i. e. an investment portfolio created for one specific client.
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