• Consumers
  • Financial Professionals
 
 
 

South Africa

FPI

Grants the CFP® mark
The Institute of Life and Pension Advisers was formed in 1981 by senior management in the life assurance industry. In 2000, this entity evolved into the Financial Planning Institute of Southern Africa, a nonprofit membership body. FPI's mission is to be the independent representative body of financial planners and advisers in South Africa by:

  • Maintaining appropriate standards of competence through examination and continuing education.
  • Providing a pathway for members to develop the necessary skills and knowledge.
    Maintaining a framework within which its members can help forge and grow the profession of financial planning.
  • Maintaining ethical standards through the adherence to the FPI Code of Conduct and practice standards.
  • Striving for universal recognition as the authoritative voice on all financial planning, advisory and related issues, thereby promoting the interests of consumers.

Contact Information

Financial Planning Institute of Southern Africa
Palms Office Court, Ground Floor West Wing
Kudu Street
Allens Nek Extension 27 
+27.11.475.1149
+27.11.475.1158
fpi@fpimail.co.za
http://www.fpi.co.za/

Chief Elected Leader: Andrew Bradley
Chief Staff Leader: Sakkie van de Merwe
Size: Membership consists of 3,138 CFP® certificants

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