Financial Planning Institute of Southern Africa (FPI)

Overview:

Profession(s): Financial Planning
Scope: National - South Africa
Members: 8,200
Address: P.O. Box 6493, Weltevredenpark, 1715, South Africa
Website: www.fpi.co.za

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.

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.

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.

Training/Licensing/Certification:

Provider of short courses, assessor and moderator status.

Affiliations:

Associations to which we are a member:
Financial Planning Standards Board Ltd

Partner Associations:
Insurance Institute of South Africa
Sectoral Education and Training Authority

Verification Criteria:

Please go to our website and go to the area that says How to choose a financial planner. All information is contained there.