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Sub-committees
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Bursary and Study Awards Panel
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Certification Advisory Panel (Executive Committee)
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Consumer Education Committee
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Convention Committee
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Disciplinary and Appeal Panels
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Employee Benefits Competency Committee
The purpose of FPI Competency Committee is, with support from the FPI Technical Function, to perform its functions, among other things, relating to:
1.1.1 Positioning FPI as the thought leader in the professions it serves;
1.1.2 Ensuring that the FPI Code of Ethics and Practice Standards incorporating the FPI rules of Professional Conduct serves as and is generally accepted as most sought-after standard by which Professional Financial Planners and Advisors conduct business;
1.1.3 Establishing and maintaining committees, working groups and knowledge centers, as the case may be, to focus on, study and provide guidance in all disciplines of financial planning and advice or areas of expertise identified by FPI to be of benefit to FPI members;
1.1.4 Providing continuing professional education, candidate and general support to small and medium financial practices affiliated with FPI;
1.1.5 Supporting FPI’s mentorship centers and role;
1.1.6 Delivering quality content to both the public and members through member tools, interpretation notes, guidelines, regulatory interpretation and discourse regardless of the medium of delivery thereof;
1.1.7 Ensuring FPI has representation to provide input at relevant instances such as the various SARS regional engagements.[ess_grid alias=”employee-benefits-competency-committee”][/ess_grid]JTNDZGl2JTIwaWQlM0QlMjJoZWFsdGgtYmVuZWZpdHMlMjIlM0UlM0MlMkZkaXYlM0U=
Health Benefits Competency Committee
The purpose of FPI Competency Committee is, with support from the FPI Technical Function, to perform its functions, among other things, relating to:
1.1.1 Positioning FPI as the thought leader in the professions it serves;
1.1.2 Ensuring that the FPI Code of Ethics and Practice Standards incorporating the FPI rules of Professional Conduct serves as and is generally accepted as most sought-after standard by which Professional Financial Planners and Advisors conduct business;
1.1.3 Establishing and maintaining committees, working groups and knowledge centers, as the case may be, to focus on, study and provide guidance in all disciplines of financial planning and advice or areas of expertise identified by FPI to be of benefit to FPI members;
1.1.4 Providing continuing professional education, candidate and general support to small and medium financial practices affiliated with FPI;
1.1.5 Supporting FPI’s mentorship centers and role;
1.1.6 Delivering quality content to both the public and members through member tools, interpretation notes, guidelines, regulatory interpretation and discourse regardless of the medium of delivery thereof;
1.1.7 Ensuring FPI has representation to provide input at relevant instances such as the various SARS regional engagements.[ess_grid alias=”health-benefits-competency-committee”][/ess_grid]JTNDZGl2JTIwaWQlM0QlMjJqdWRnaW5nJTIyJTNFJTNDJTJGZGl2JTNF
Judging Panellists
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Practice Management Committee
The purpose of FPI Competency Committee is, with support from the FPI Technical Function, to perform its functions, among other things, relating to:
1.1.1 Positioning FPI as the thought leader in the professions it serves;
1.1.2 Ensuring that the FPI Code of Ethics and Practice Standards incorporating the FPI rules of Professional Conduct serves as and is generally accepted as most sought-after standard by which Professional Financial Planners and Advisors conduct business;
1.1.3 Establishing and maintaining committees, working groups and knowledge centers, as the case may be, to focus on, study and provide guidance in all disciplines of financial planning and advice or areas of expertise identified by FPI to be of benefit to FPI members;
1.1.4 Providing continuing professional education, candidate and general support to small and medium financial practices affiliated with FPI;
1.1.5 Supporting FPI’s mentorship centers and role;
1.1.6 Delivering quality content to both the public and members through member tools, interpretation notes, guidelines, regulatory interpretation and discourse regardless of the medium of delivery thereof;
1.1.7 Ensuring FPI has representation to provide input at relevant instances such as the various SARS regional engagements.[ess_grid alias=”practice-management-committee”][/ess_grid]JTNDZGl2JTIwaWQlM0QlMjJ0YXgtcHJhY3RpY2UlMjIlM0UlM0MlMkZkaXYlM0U=
Tax Practice Competency Committee
The purpose of FPI Competency Committee is, with support from the FPI Technical Function, to perform its functions, among other things, relating to:
1.1.1 Positioning FPI as the thought leader in the professions it serves;
1.1.2 Ensuring that the FPI Code of Ethics and Practice Standards incorporating the FPI rules of Professional Conduct serves as and is generally accepted as most sought-after standard by which Professional Financial Planners and Advisors conduct business;
1.1.3 Establishing and maintaining committees, working groups and knowledge centers, as the case may be, to focus on, study and provide guidance in all disciplines of financial planning and advice or areas of expertise identified by FPI to be of benefit to FPI members;
1.1.4 Providing continuing professional education, candidate and general support to small and medium financial practices affiliated with FPI;
1.1.5 Supporting FPI’s mentorship centers and role;
1.1.6 Delivering quality content to both the public and members through member tools, interpretation notes, guidelines, regulatory interpretation and discourse regardless of the medium of delivery thereof;
1.1.7 Ensuring FPI has representation to provide input at relevant instances such as the various SARS regional engagements.[ess_grid alias=”tax-practice-competency-committee”][/ess_grid]JTNDZGl2JTIwaWQlM0QlMjJ0ZWNobmljYWwtY29tcGV0ZW5jeSUyMiUzRSUzQyUyRmRpdiUzRQ==
Technical Competency Committee
The purpose of FPI Competency Committee is, with support from the FPI Technical Function, to perform its functions, among other things, relating to:
1.1.1 Positioning FPI as the thought leader in the professions it serves;
1.1.2 Ensuring that the FPI Code of Ethics and Practice Standards incorporating the FPI rules of Professional Conduct serves as and is generally accepted as most sought-after standard by which Professional Financial Planners and Advisors conduct business;
1.1.3 Establishing and maintaining committees, working groups and knowledge centers, as the case may be, to focus on, study and provide guidance in all disciplines of financial planning and advice or areas of expertise identified by FPI to be of benefit to FPI members;
1.1.4 Providing continuing professional education, candidate and general support to small and medium financial practices affiliated with FPI;
1.1.5 Supporting FPI’s mentorship centers and role;
1.1.6 Delivering quality content to both the public and members through member tools, interpretation notes, guidelines, regulatory interpretation and discourse regardless of the medium of delivery thereof;
1.1.7 Ensuring FPI has representation to provide input at relevant instances such as the various SARS regional engagements.[ess_grid alias=”technical-competency-committee”][/ess_grid]