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 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 the 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.
5,100 FPI members and additional online visitors including:
Financial advisors and planners, Broker consultants, Investment & Insurance advisors and managers, Tax specialists, Healthcare brokers, Employee benefit consultants, Private bankers, Academics, Compliance officers, Legal advisors and other personnel in the Financial Service market.
Our previous website stats (from 2019) calculated an average of 100,000 page views per month.