FPI Education and Training Trust

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How can we help?

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Donations & Payments

finance@fpi.co.za

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Bursaries & General

fpitrust@fpi.co.za

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Governance & Legal

legal@fpi.co.za

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S18A Certificates

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FPI Education & Training Fund Trust

The FPI Education and Training Fund Trust No. 1 is a professionally managed entity established to transform the future of financial planning in South Africa.

Our mission is to support the next generation of financial planners, focusing on historically disadvantaged candidates to ensure the profession reflects South Africa’s rich diversity.

What is the Trust for?

  • Bursaries and scholarships for tertiary qualifications.
  • Funding critical industry research.
  • Socio-economic support for students in need.

Our Vision

“To enable a transformed and inclusive financial planning industry through accessible, high-quality education that empowers disadvantaged individuals to achieve professional excellence.”


B-BBEE Alignment

Aligned with the Financial Sector Charter to redress historical imbalances and build a sustainable future.

Join Us in Shaping the Future

By contributing, you support the development of qualified, ethical financial planners.
All donations are processed via our secure third-party gateway.








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