Attachment List

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  • Renewal-Banner-Website-1920×910
     

  • 2024_FPI_Awards_Guide
     
    2024_FPI_Awards_Guide

  • 2024_It Starts_with_Me_Nomination_Form
     
    2024_It Starts_with_Me_Nomination_Form

  • 2024_FPI_Diversity_and_Inclusion_Award_Entry_Form
     
    2024_FPI_Diversity_and_Inclusion_Award_Entry_Form

  • 2024_FPI_Diversity_and_Inclusion_Award_Guide
     
    2024_FPI_Diversity_and_Inclusion_Award_Guide

  • 2024-Financial-Planner-of-the-Year-Award-Guide
     
    2024-Financial-Planner-of-the-Year-Award-Guide

  • 2024_Financial_Planner_of_the_Year_Award_T’s&C’s
     
    2024_Financial_Planner_of_the_Year_Award_T’s&C’s

  • 2024_Financial_Planner_of_the_Year_Award_T’s&C’s
     
    2024_Financial_Planner_of_the_Year_Award_T’s&C’s

  • 2024_Financial_Planner_of_the_Year_Award_Nomination_Form
     
    2024_Financial_Planner_of_the_Year_Award_Nomination_Form

  • 2024_Financial_Planner_of_the_Year_Entry_Form
     
    2024_Financial_Planner_of_the_Year_Entry_Form

  • BDO_logo_
     

  • Website-mobile-1
     

  • Website-mobile
     

  • Website
     

  • 2024 Annual Refresher Agenda
     
    2024 Annual Refresher Agenda

  • ar.mobile
     

  • ar
     

  • Convention-Highlights-tops-Stu
     

  • Lara-resized
     

  • 12S
     

  • Screenshot 2023-11-22 085224
     

  • FPI Award Winners 2023
     
    FPI Award Winners 2023

  • Lara Warburton
     

  • IMG_3869
     

  • Convention day 2 – Welcome
     
    Convention day 2 – Welcome

  • Convention Day 1 Welcome
     
    Convention Day 1 Welcome

  • Palesa-Dube
     

  • FPI 2022 Integrated Report_final
     
    FPI 2022 Integrated Report_final

  • Screenshot 2023-11-09 112900
     

  • Screenshot 2023-11-09 112838
     

  • Screenshot 2023-11-09 111808 2
     

  • Screenshot 2023-11-09 111808
     

  • Screenshot 2023-11-09 111505
     

  • Use of Mark_Quick Guide_Commisioner of Oath 1
     
    Use of Mark_Quick Guide_Commisioner of Oath 1

  • WIFN’
     

  • 11s
     

  • FPI 2023 Professional’s Convention Programme Updated 07 Nov
     
    FPI 2023 Professional’s Convention Programme Updated 07 Nov

  • 2023-Sponsor-Logos
     

  • UFS
     

  • FPI 2023 Professional’s Convention Programme (1)
     
    FPI 2023 Professional’s Convention Programme (1)

  • Gareth
     

  • Dr-Jackie
     

  • Anne
     

  • Matthew
     

  • Henda
     

  • Bongani
     

  • Louis-VDM
     

  • Kobus-Kleyn
     

  • FPI-logo-high-res
     

  • Business-Evolution-4×4
     

  • FPI 2023 Professional’s Convention Programme_reduced size
     
    FPI 2023 Professional’s Convention Programme_reduced size

  • Research_Animation 3 (1)
     
    Research_Animation 3 (1)

  • Research_Animation 4
     
    Research_Animation 4

  • Membership-Info-1
     

  • Membership-Info
     

  • Membership Renewal Timeline
     

  • Focused businesspeople collaborate in a meeting. Team of entrepreneurs working on a building project together. Two architects working together. Coworkers working on a blueprint together
     

  • Advice, tablet and business man with partner at meeting, conference room and window reflection in financial planning. Professional people or accountant on digital tech, talking finance and accounting
     

  • ben-rosett-WdJkXFQ4VHY-unsplash
     

  • Screenshot 2023-10-19 111607
     

  • 230000_pub_FPSB-Global-Financial-Planning-Standards-Final (1)
     
    230000_pub_FPSB-Global-Financial-Planning-Standards-Final (1)

  • Assupol
     

  • FPI 2023 Professional’s Convention Programme_updated_reduced size
     
    FPI 2023 Professional’s Convention Programme_updated_reduced size

  • FPI 2021 Integrated Report_page-0001
     

  • FPI 2021 Integrated Report
     
    FPI 2021 Integrated Report

  • CONVENTION-MOBILE
     

  • Unit Trust
     

  • Membership-renewal_2
     

  • Membership-renewal-2
     

  • Membership-renewal_1
     

  • Membership-renewal_1
     

  • Membership-renewal
     

  • 2023 FPI Convention Programme
     
    2023 FPI Convention Programme

  • CONVENTION
     

  • FPI Member handbook_AMH20230725 Rev. 01
     
    FPI Member handbook_AMH20230725 Rev. 01

  • Kieran
     

  • Hannah-m
     

  • Johan-M
     

  • Billy
     

  • 11-stu
     

  • ROBYN
     

  • Rear view of black psychotherapist listening to her patient.
     

  • selective focus on one trophy with other trophies as background
     

  • 2023 Financial Planner of the Year finalists announced
     
    2023 Financial Planner of the Year finalists announced

  • Zamani
     

  • Identity-theft—Sabric.-4×4
     

  • FPI and FPSB MEDIA RELEASE. EMBARGOED UNTIL 04 OCTOBER 2023
     
    FPI and FPSB MEDIA RELEASE. EMBARGOED UNTIL 04 OCTOBER 2023

  • Paul-Nixon-top-4X4
     

  • Rassie
     

  • Spring-clean
     

  • Research_Animation 2
     
    Research_Animation 2

  • FNB Primary Logo RGB 2022_JPEG
     

  • RMB_Stacked_Identity_RGB_Black
     

  • MicrosoftTeams-image (1)
     

  • 2023_Research_Infographic_SouthAfrica
     
    2023_Research_Infographic_SouthAfrica

  • Asset 6
     

  • fpsb
     

  • Research_Key_Insights_South_Africa
     
    Research_Key_Insights_South_Africa

  • Duann.4X4
     

  • Picture2
     

  • Picture1
     

  • Importance-of-drafing-a-will.-square
     

  • Untitled-2
     

  • Conv-logo
     

  • BOTTOM
     

  • SEMI
     

  • FPI-LIB
     

  • Element-2
     

  • Element-1
     

  • semi-circles
     

  • LOGOS
     

  • ELEMENT-2
     

  • ELEMENT-1
     

  • Convention-Logos
     

  • bottom-line
     

  • Vuledzani
     

  • Asset 14
     

  • Asset 13
     

  • Asset 12
     

  • Asset 8
     

  • Asset 15
     

  • 8
     

  • 7
     

  • 6
     

  • 5
     

  • 4
     

  • 3
     

  • 2
     

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  • 9
     

  • 1
     

  • UJ-1
     

  • UJ2
     

  • PHOTO-2023-09-27-09-39-17
     

  • PHOTO-2023-09-27-09-39-16
     

  • Untitled-1
     

  • MOBILE-SIZE-2
     

  • kOBUS
     

  • Asset 7
     

  • Asset 1
     

  • Untitled-2
     

  • Untitled-2
     

  • Untitled-3
     

  • Thomas
     

  • My-Money-123-Video-Studio-Thumbnail
     

  • p
     

  • Gugu
     

  • Luthando
     

  • 9
     

  • 8
     

  • 7
     

  • 10
     

  • Asset 1
     

  • pulane
     

  • Integral-Logo-White
     

  • Recognised underlying qualification
     
    Recognised underlying qualification

  • Next Gen communication infographic_brochure_resized
     
    Next Gen communication infographic_brochure_resized

  • Untitled-1 (9)
     

  • FdT Profile – PROpulsion
     

  • city-wire
     

  • ufs
     

  • elite
     

  • Brightrock
     

  • Momentum
     

  • Screenshot 2023-09-18 155007
     

  • Screenshot 2023-09-18 154846
     

  • Convention Programme updated_
     
    Convention Programme updated_

  • Martin Bezuidenhout
     

  • Darren Britz
     

  • Talitha Muade
     

  • Micaela Paschini
     

  • Agenda
     
    Agenda

  • 2023 Tax Planning Workshop.docx_V3
     
    2023 Tax Planning Workshop.docx_V3

  • retirement
     

  • estate
     

  • event-btn
     

  • Group 31-4
     

  • FPI-Highlight-Mobile-Compressed
     
    FPI-Highlight-Mobile-Compressed

  • Annual-Refresher-Mobile
     
    Annual-Refresher-Mobile

  • Group 31-3
     

  • Group 31
     

  • Path 1
     

  • fpi_button_5
     

  • fpi_button_3
     

  • fpi_button_4
     

  • fpi_button_2
     

  • fpi_button
     

  • Screenshot 2023-09-06 at 12.48.56
     

  • UJ-EDITED
     

  • pexels-cottonbro-studio-6344239
     

  • Palesa-Dube_FP-of-20223-scaled
     

  • Milpark-Edited_1.
     

  • Milpark-Edited
     

  • FPI Approved Professional Practice™ Brochure_NEW_final
     

  • Weekly-update-week-6-STUDIO
     

  • maya-maceka-yW-Qgw_IJXg-unsplash
     

  • FPI introduces NextGen
     

  • linkedin-sales-solutions-46bom4lObsA-unsplash
     

  • LeanIn-Ladies—Studio
     

  • FPI 2023 Professional’s Convention Programme_resized
     

  • Next Gen communication infographic_brochure_resized
     

  • Next Gen communication infographic
     

  • FPI Recognised underlying qualifications
     

  • Designations Infographics
     

  • WIFN—studio
     

  • Week-5
     

  • Mapalo-studio
     

  • Corporate Partner Brochure
     

  • week-4—STUDIO-SIZE
     

  • LIBERTY
     

  • Asset 27
     

  • BlueChip Aug 2023
     

  • FPI 2023 Professional’s Convention Programme_
     

  • Retirement and Investment webinar
     

  • Dante-Thumbnail
     

  • NG PATHWAY RPL
     

  • NG PATHWAY
     

  • COMMSPACE
     

  • BROKERSPACE
     

  • home-page_1190x630px
     

  • brent-thumbnail.-STUDIO
     

  • brent-thumbnail.-STUDIO
     

  • NextGen-thumbnail-studio1
     

  • Code of Ethics and Practice Standards_ASC 20160201
     

  • FPI CODE OF ETHICS AND PRACTICE STANDARDS
     

  • headway-F2KRf_QfCqw-unsplash
     

  • Farzana-B
     

  • BLUECHIP
     

  • ATWORK
     

  • week-3—STUDIO-SIZE
     

  • NextGen-thumbnail-studio
     

  • FPI 2023 Professional’s Convention Programme_27 July 23
     

  • Mapalo-M
     

  • Trevor-Stacey
     

  • Retirement and Investment webinar Press Release
     

  • ARC-IMPEX
     

  • week-2—STUDIO-SIZE
     

  • Tax-Season-Studio
     

  • Nici-&-Thuli—4×4
     

  • week-1—STUDIO-SIZE
     

  • FPI Member Handbook_AMH20230725 Rev. 01_page-0001
     

  • FPI Member Handbook_AMH20230725 Rev. 01_page-0001
     

  • Company Profile
     

  • About FPI_page-0001
     

  • About FPI
     

  • RFP
     

  • FSA
     

  • Use of Trademark_FSA™ Designation
     

  • Use of Trademark_RFP™ Designation
     

  • Member handbook
     

  • Privacy Security Data Protection extract from Member Handbook
     

  • FPI PAIA Manual ISO_AGO20230720-003
     

  • FPI Member Handbook_AMH20230725 Rev. 01
     

  • RMB-EDITED
     

  • FNB-EDITED
     

  • Anton
     

  • Joep-Loots
     

  • Overseas-Trust
     

  • Screenshot 2023-07-19 125533
     

  • FPI Member handbook_AMH20230725 Rev. 01
     

  • Privacy, Security & Data Protection extract from Member Handbook
     

  • Panos
     

  • Kirsty
     

  • Renate
     

  • ABOUT-FPI-studio
     

  • Retirement Fund Consultant_CEB
     

  • Financial Planner_CWS
     

  • R & I Agenda updated
     

  • Screenshot 2023-07-17 091610
     

  • razvan-chisu-Ua-agENjmI4-unsplash
     

  • R & I Agenda
     

  • Charlotte-Kemp
     

  • LUKE-&-HENDRI-TOPS–BLUE
     

  • LUKE-&-HENDRI-TOPS
     

  • Brent-L
     

  • About FPI
     

  • IMG_2312
     

  • Emma-Sadlier
     

  • Vusi-Thembekwayo
     

  • Vuledazi-edited
     

  • Recently-graduated
     

  • Why-Financial-Planning
     

  • Avalon
     

  • Nici-MacDonald
     

  • Lelane
     

  • Convention-lelane
     

  • Untitled-2
     

  • Untitled-1
     

  • dom-fou-YRMWVcdyhmI-unsplash
     

  • One woman front view portrait of young adult female holding and
     

  • CPD Policy
     

  • FPI Code of Ethics
     

  • Mentoring_Guide_
     

  • Challenge Status
     

  • Become-a-member-thumbnail-studio-page
     

  • jean-editd
     

  • Vuledzani
     

  • national-cancer-institute-NFvdKIhxYlU-unsplash
     

  • STUDIO-THUMBNAIL-THING-2
     

  • STUDIO-THUMBNAIL-THING-3
     

  • STUDIO-THUMBNAIL-THING-3
     

  • old-mutual
     

  • AMH002-20221102_Memorandum of Incorporation_FPI
     

  • MOI
     

  • AMH002-20221102_Member Regulations
     

  • member reg
     

  • windows-dfJEXZFlHGQ-unsplash
     

  • Kat_PMX
     

  • IMG_4588
     

  • IMG_4586
     

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  • IMG_4569
     

  • IMG_4566
     

  • IMG_4565
     

  • Real Estate concept judge gavel / lawyer with auction hammer
     

  • High level summary of the Pot System proposals_
     

  • Screenshot 2023-06-09 113536
     

  • 2023 Practice Management Workshop Agenda
     

  • How to become a FPI Recognised Educational Provider
     

  • LVDM
     

  • JM
     

  • CS
     

  • MT
     

  • sharia law concept , gavel hammer libra scale and holly koran
     

  • krakenimages-376KN_ISplE-unsplash
     

  • Practice Management Workshop press release
     

  • PM
     

  • Screenshot 2023-06-07 103738
     

  • Anton-Swanapoel_Thought-Leader-1024×820
     

  • palesa
     

  • Mask-Group-21_
     
    Mask-Group-21_

  • Group-55_
     

  • Group-56_
     
    Group-56_

  • Group-53_
     

  • Group-54
     

  • Group-51
     

  • oladimeji-ajegbile-cPqvyw-dTkY-unsplash
     

  • emmanuel-ikwuegbu-6BWFAPPWn-8-unsplash
     

  • sebastian-pandelache-aEBVgGbCLQM-unsplash
     

  • samsung-uk-n2FLiPRGaxk-unsplash
     

  • pexels-george-milton-6953867
     

  • pexels-cottonbro-studio-6878701
     

  • IRESS
     

  • PW2_23_page-0001
     

  • lexis
     

  • 2023_Harry_Brews_Nomination_Form
     
    2023_Harry_Brews_Nomination_Form

  • 2023_FPI_Professional_Practice_of_the_year_Entry_Form
     
    2023_FPI_Professional_Practice_of_the_year_Entry_Form

  • 2023_It Starts_with_Me_Nomination_Form
     
    2023_It Starts_with_Me_Nomination_Form

  • Marietta
     

  • Pieter Muller
     

  • 1Life-2-
     

  • FPI Portal Banner-04
     

  • graviton
     

  • Dr-Charles-Chaffin
     

  • pexels-rdne-stock-project-7491011
     

  • 2023 AGM Notice_Full (2)
     

  • 2023 AGM Notice_Full (1)
     

  • 2023_FPI_Professional_Practice_of_the_year_award_guide
     

  • Code of Ethics and Professional Responsibility
     

  • 2023_FPI_Professional_Practice_of_the_year_Entry_Form
     

  • 2023_FPI_Professional_Practice_of_the_year_T’s & C’s
     

  • 2023_FPI_AGM_Agenda
     

  • Annexure 3A_Draft_FPI AGM Minutes_20220608
     

  • Annexure 3B_FPI Consolidated Separate Final 2022 AFS
     

  • Annexure 3C_FPI Member handbook_MOI extract for AGM approval
     

  • 2023 AGM Meeting Information Rules and Understanding the system
     

  • 2023 AGM Notice_Full
     

  • 2023 AGM Proxy Form v1
     

  • Bouwer-Nell
     

  • Peter-Hewett.edited
     

  • FPI_Membership-Value-Proposition-Brochure-1 (1)
     

  • Financial Plan Guide 2023 LB
     

  • Integrated Report 2015
     

  • integrated-report
     

  • RFP
     

  • FSA
     

  • rfp-banner
     

  • FSA-BANNER
     

  • CFP-BANNER
     

  • FPI Designation Brochure_CFP (2)
     

  • Confident female entrepreneur looking at the camera in an office
     

  • Young businessman with digital tablet in office
     

  • 2023 Financial Planner of the Year Award Guide updated website (003) LB
     

  • ACFE
     

  • Convention press release FINAL
     

  • 2023_Financial_Planner_of_the_Year_Award_Nomination_Form
     

  • 2023_Financial_Planner_of_the_Year_Entry_Form
     

  • Bradley Klontz
     

  • Charles Chaffin
     

  • Certification-FAQ
     

  • Professional_Competency_Examination_Policy_updated_2021
     

  • Business woman using digital tablet at office, account or saving
     

  • Businessman signing insurance or legal document
     

  • Champion golden trophy on wood table with spot lights on background
     

  • D365 Tender FPI
     

  • Gala-web-banner
     

  • pGala-web-banner
     

  • 2023_Financial_Planner_of_the_Year_Award_T’s&C’s_
     

  • 2023_Financial_Planner_of_the_Year_Award_Guide – Updated
     

  • Banner
     

  • FPI High-Level Needs Summary (D365)
     

  • FPI_Supplier_Registration_Form_ANNEXURE A
     

  • psychology of logo
     

  • all-red
     

  • Mandy-Weiner
     

  • Cutlery luxury table with serving for food for one person. Glass
     

  • PWSA Q1 2023-compressed_page-0001
     

  • PWSA Q1 2022-compressed_page-0001
     

  • PWSA Q2 2022-compressed_page-0001
     

  • PWSA Q3 2022-compressed_page-0001
     

  • PWSA Q4 2022-compressed_page-0001
     

  • PWSA Q2 2021-compressed_page-0001
     

  • PWSA Q1 2021-compressed_page-0001
     

  • PWSA Q4 2021-compressed_page-0001
     

  • Screenshot 2023-05-11 115716
     

  • PWSA Q3 2021-compressed_page-0001
     

  • SPF
     

  • BlueChip May 2023
     

  • FPI_Membership Value Proposition
     

  • 2023 FPI Sponsor Booking Form V2
     

  • Financial Planning Institute of Southern Africa Brand Guide v3-
     

  • Glasses with bank account passbook for savings financial and acc
     

  • growing investments for future wealth portfolio concept
     

  • FinGlobal
     

  • 1Life
     

  • craig-edited
     

  • Craig Kiggen Photo
     

  • Craig Kiggen Photo
     

  • Integrity Academy logo
     

  • FPI Member handbook_draft to circulate
     

  • CPD Policy 2022 –
     

  • CPD Policy 2022
     

  • ASC002 CPD Policy – Version 1.1 (002)_20220824
     

  • FPI High-Level Needs Summary (D365)
     

  • Alex-Forbes
     

  • Citadel
     

  • FNB–
     

  • GCI–
     

  • Liberty
     

  • Momentum-Metropolitan
     

  • old-mutual
     

  • PPS
     

  • Sanlam
     

  • Professional Practice Brochure
     

  • PCH-infographic-2023 Feb-1
     

  • ASCOR 2023
     

  • edited-logo
     

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  • Ascor
     

  • edited-logo
     

  • Absolut-Wealth
     

  • Absolut-Wealth
     

  • Absolut-Wealth
     

  • AWM-logo-rev
     

  • edited-logo
     

  • Dante-de-Gori.-plain
     

  • Untitled-2
     

  • Dante de Gori
     

  • 2023_FPI National Director Ballot Form_final
     

  • Sanlam
     

  • Cover-Magazine
     

  • Steyn-Capital-Management
     

  • Ultima
     

  • edited-logo
     

  • Vuladzi
     

  • Sherwin
     

  • Olwethu
     

  • Mpho
     

  • JEAN
     

  • 2023_FPI National Director Ballot Form_final
     

  • 2023_Candidates standing for election_final
     

  • 2023_Candidates standing for election_final_page-0002
     

  • 2023_Candidates standing for election_final_page-0001
     

  • Jean
     

  • Vuledzani
     

  • Sherwin
     

  • Olwethu
     

  • Mpho
     

  • favicon
     

  • Annual-Refresher__-1_28.jpeg
     

  • Annual Refresher__ (1)
     
    Annual Refresher__ (1)

  • FPI-Highlight-1_27.jpeg
     

  • FPI Highlight (1)
     
    FPI Highlight (1)

  • pexels-august-de-richelieu-4427817
     

  • pexels-august-de-richelieu-4427618
     

  • pexels-anthony-shkraba-5466301
     

  • pexels-anthony-shkraba-5466286
     

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  • pexels-anna-shvets-5257306
     

  • image-overlay
     

  • pexels-anthony-shkraba-5466286
     

  • tinywow_How to guide on submitting a applications for a new CPD Provider_18830610_1
     

  • tinywow_How to purchase and load a new CPD activity for approval_18830529_1
     

  • tinywow_How to request a Corporate subscription invoice for renewal for CPD Provider & Educational Provider renewal_18830467_1
     

  • How to request a Corporate subscription invoice for renewal for CPD Provider & Educational Provider renewal
     
    How to request a Corporate subscription invoice for renewal for CPD Provider & Educational Provider renewal

  • How to purchase and load a new CPD activity for approval
     
    How to purchase and load a new CPD activity for approval

  • How to guide on submitting a applications for a new CPD Provider
     
    How to guide on submitting a applications for a new CPD Provider

  • E. Educational Provider and Programme Recognition policy (1)
     
    E. Educational Provider and Programme Recognition policy (1)

  • BC_Banners_FPI-04
     

  • Screenshot 2023-03-29 at 08.59.10
     

  • fpi_ads_bg_2
     

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    Helvetica-Oblique

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    Helvetica-Regular

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    SFPRODISPLAYSEMIBOLDITALIC

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    SFPRODISPLAYLIGHTITALIC

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    SFPRODISPLAYHEAVYITALIC

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