Professional Membership & Digital Designations
FPI is the leading professional body for financial planners and advisors in Southern Africa. Our designations—CFP®, FSA®, and RFP®—are marks of professional excellence, representing a commitment to ethics, competence, and putting the client first.
Already an FPI Member?
Manage your CPD, download your certificate, and update your profile.
The Four Pillars of Professionalism
Education
Rigorous academic standards and approved qualifications.
Ethics
Adherence to the FPI Code of Ethics and Professional Standards.
Experience
Proven track record of supervised or unsupervised practice.
Examination
Success in FPI Professional Competency Exams.
Professional Designations
FPI Rewards & Benefits
Access a curated ecosystem of tools:
- Verified Digital Badges: Share your credentials on LinkedIn.
- Technical Forum: Peer-to-peer expert advice.
- Legislative Library: Access to LexisNexis & Juta.
Manage Your CPD
Log in to track verifiable hours, attend webinars, and download compliance certificates.
Non-Designated Categories
STUDENT MEMBERSHIP
For students studying financial planning at a tertiary institution but not yet working in the sector.
CANDIDATE MEMBERSHIP
For individuals working in financial services on their pathway to a designation.
AFFILIATE MEMBERSHIP
For FSPs and Key Individuals who need to source and report their own CPD hours seamlessly.