About FPI
Our History
The Financial Planning Institute of Southern Africa NPC (FPI) is a prominent professional membership organisation dedicated to the promotion and advancement of the financial planning and advice profession in South Africa. It is recognised as a leading authority in the profession, with a strong focus on setting high professional competency standards, providing education and training, and fostering professional development.
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About FPI
Our Mission
The FPI’s mission is to advance and promote the pre-eminence and status of financial planning and advice professionals, while at all times acting in the interests of the society (community, constituency) whom the profession serves, by:
01
Improving the quality and accessibility of professional financial planning for all in Southern Africa.
02
Acting as advocate for the financial planning profession and professional financial advice, building a recognition of the importance and need for such planning and advice by the general public.
03
Providing a framework within which members can achieve qualifications and maintain competence to create greater value for their clients, practices, and employers.
04
Ensuring that members maintain the highest ethical standards in the pursuance of their profession.
05
Taking a leadership role within financial services by providing balanced, credible input and commentary to government and the public and
06
Facilitating diversity and inclusion within the financial planning profession.
About FPI
Our Vision & Mission
Vision
Professional financial planning and advice for all.
Mission
The FPI’s mission is to advance and promote the pre-eminence and status of financial planning and advice professionals, while at all times acting in the interests of the society (community, constituency) whom the profession serves, by:
- Improving the quality and accessibility of professional financial planning and advice for all in Southern Africa;
- Acting as advocate for professional financial planning and advice, building a recognition of the importance and need for such planning and advice by the public;
- Providing a framework within which members can achieve qualifications and maintain competence to create greater value for their clients, practices, and employers;
- Ensuring that members maintain the highest ethical standards in the pursuance of their profession;
- Taking a leadership role within financial services by providing balanced, credible input and commentary to government and the public and
- Facilitating diversity and inclusion within the financial planning profession.