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Financial Planning Institute of Southern Africa

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The Financial Planning Institute of Southern Africa (FPI) is a South African Qualifications Authority recognized professional body for financial planners in South Africa. It is the only institution in South Africa to offer the CFP® certification and has been approved by the South African Revenue Service (SARS) as a Recognised Controlling Body (RCB).

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.


Q What are the benefits of being an FPI member?

Download our Value Proposition brochure.

Q How do I keep my membership active?

You would have to renew your membership every year by meeting all the renewal requirements. To read more about it just follow this link. http://www.fpi.co.za/FPI/Members/Your_Membership/Annual_re-certification/FPI/Members/Your_Membership/Annual_Re-Certification.aspx

Q How can I get involved in pro-bono work?

Many CFP® professionals all around South Africa give of their time, skills and resources to help their local communities. You can also be involved. To read more about the activities you can be involved in, http://www.fpi.co.za/FPI/Members/Professional_Development/Pro_bono_opportunities.aspx