Grants the CFP® mark
About the FPI
The Financial Planning Institute of Southern Africa (FPI), the South African Qualifications Authority (SAQA) approved professional body for financial planners, which serves the public by ensuring that people who carry the CFP® designation are qualified, experienced and professional. The FPI is recognised internationally and is a founding and a current affiliate member of the international Financial Planning Standards Board Ltd (FPSB) based in the USA, along with 24 other affiliate member countries who offer CFP® certification, the highest recognised professional designation worldwide for a financial planning professional.
The FPI was originally formed in 1981 as the Institute of Life and Pension Advisors (ILPA) to improve levels of professionalism amongst financial planners and advisors. To ensure that financial planners in South Africa met international standards, in 1998, the Financial Planning Institute affiliated with the Certified Financial Planner Board of Standards in the United States and in April 2000 adopted its new name to more accurately reflect its role as the custodian of competency and ethical standards.
Professional financial planning for all.
The FPI’s 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 (community, constituency) whom the profession serves.
Financial Planning Institute of Southern Africa
Palms Office Court, Block A, Ground Floor
Kudu Avenue, Allens Nek Extension 27, Roodepoort, Gauteng, South Africa
Chairperson: Prem Govender
Chairperson-Elect: Sankie Morata
Chief Executive Officer: Godfrey Nti
Size: Membership consists of 4168 CFP® professionals