Individual Membership

FPI individual membership includes our three professional designations as well as specialized categories for those entering the profession or seeking regulatory CPD support.

Professional Designations

CFP

 

CERTIFIED FINANCIAL PLANNER®

The pinnacle of professional excellence. For planners who have completed NQF8 qualifications, 3+ years of experience (or FPI mentorship), and the Professional Competency Examination. Members commit to the highest ethical and professional standards.

FSA

 

FINANCIAL SERVICES ADVISOR®

Registered with SAQA, the FSA® designation sets you apart as an advisor adhering to high standards of competency and ethics. It is designed for advisors with a passion for excellence looking to elevate their professional standing.

RFP

 

REGISTERED FINANCIAL PRACTITIONER®

Elevate your career with the RFP® designation. Registered with SAQA, this designation showcases your qualifications and commitment to the FPI Code of Ethics and Practice Standards within the industry.

Entry & Specialised Categories

Student Membership

For full-time or part-time students not yet working in the profession. Access mentors, the FPI career centre, and a community of peers.

Candidate Membership

For individuals working in financial services and actively pursuing a designation. Connect with mentors to guide your journey.

Affiliate Membership

For FSPs, Representatives, and Key Individuals (Board Notice 194/2017) needing professional CPD access and reporting tools.

Ready to join the FPI Community?

Contact us today for more information on the right membership category for you.

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