@FPI_SA

The Financial Planning Institute of Southern Africa is a South African Qualifications Authority recognised professional body for financial planners in SA.

 Fairland, Johannesburg
fpi.co.za
Joined September 2012
  • Tweets5.9K
  • Following185
  • Followers4.9K
1.4KMedia
Get up to speed on key developments affecting filing season, legislation, complex income structures, trusts, offshore planning and audit readiness, and walk away with insights you can immediately put into practice. Register and secure your spot: fpi.co.za/events/tax-plannin…
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Are you on the right medical aid option? Join Estelle Marais for practical tips on comparing plans, understanding benefits, and making confident healthcare decisions. 📅 28 Oct | 🕒 15:00 | 💻 MS Teams Register free: events.teams.microsoft.com/e…
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The Financial Planning Institute - SA retweeted
Citywire South Africa@CitywireSAOct 12
SA’s #financialplanning industry must develop young #financialadvisers to secure business continuity, retain clients & manage wealth transfer, says @FPI_SA's new Financial Planner of the year. Read highlight's from Brendan Dunn's talk here. #advisers citywire.com/za/news/success…

Succession challenge: Why advice firms need to invest in the next generation

SA’s financial planning industry must develop young talent to secure business continuity, retain clients and manage wealth transfer, says the FPI’s new financial planner of the year.

citywire.com
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The Financial Planning Institute - SA retweeted
Citywire South Africa@CitywireSAOct 12
Irish adviser Mark Hedderman believes that advice firms most likely to survive are built on continuity, culture & care rather than growth alone. Read highlights from the CEO of Hedderman Financial Solutions' @FPI_SA talk. #financialplanning #succession citywire.com/za/news/beyond-…

Beyond AUM: Building an advice firm that outlives its founder

Irish adviser Mark Hedderman argues that the firms most likely to survive are those built on continuity, culture and care rather than growth alone.

citywire.com
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Celebrating excellence and leadership at the #FPiConvention2026 Gala Dinner. Congratulations to all the 2026 award winners and student champions shaping the future of financial planning. Read more: fpi.co.za/fpi-celebrates-exc… #BuildToLead #FinancialPlanning #Leadership
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The Young Financial Planners Organisation (YFPO) brought the energy to Gusto, Century City, Cape Town, for an evening of connection, inspiration and celebrating the next generation of financial planning professionals.
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Good financial planning starts with a clear plan. This week, Elke Zeki CFP®, breaks down the six steps of financial planning, from setting your financial goals to implementing your plan. Make sure you speak to a CERTIFIED FINANCIAL PLANNER®: fpimymoney123.co.za/find-a-f…
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Our Tax Planning Masterclass is happening on 10 November 2026, bringing advisors together for a high-value morning of practical tax insights and expert guidance. Get up to speed on key developments affecting filing season, and more. Register : fpi.co.za/events/tax-plannin…
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AI is changing how consumers access financial information, but new global research shows the need for professional financial advice is becoming more important, not less.
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Yesterday, we brought together some of our education providers to unpack the future of financial planning. From AI, technology and changing client expectations, it was a day of learning, engaging, questioning, collaborating and plenty of laughs.
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FPi Professionals Convention is only 5 days away! Engage openly. Ask questions. Share your experiences. Make the most of the opportunity to connect with fellow professionals. We can't wait to see you!!!
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What will you tell the future? Visit the FPI Booth, record a message for a financial planner in 2030, and stand a chance to win a 3-night all-expenses-paid AfriCamps getaway! Record your message Enter the Day 2 lucky draw Win an unforgettable glamping experience
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Is your Will legally valid? This week Kobus Oosthuizen, CFP®, explains why it’s important to ensure your Will is legally valid and how you can verify that it is legally binding. Make sure you speak to a CERTIFIED FINANCIAL PLANNER®: fpimymoney123.co.za/find-a-f…
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What an experience LeaderEx 2026 was! Incredible speakers, insightful conversations, valuable connections and packed halls made this year’s event one to remember. A huge thank you to everyone who visited and connected with us!
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Join Lauren Booysen and Alison de Jesus for our upcoming MythBusters: I Am Too Young, Too Single, or Too Poor to Need a Will webinar. 30 September 2026 15:00–16:00 Online via Microsoft Teams 🔗 Register to attend: teams.microsoft.com/l/messag…
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A strong estate plan starts with expert advice. Tsungai Masendeke, CFP®, highlights the value of working with a CERTIFIED FINANCIAL PLANNER® professional when creating a robust estate plan. Make sure you speak to a CERTIFIED FINANCIAL PLANNER®: fpimymoney123.co.za/find-a-f…
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Wishing you a peaceful, colourful and relaxed Heritage Day, from all of us at FPi. #FPi #HeritageDay
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Our CFP® and investment specialist, Luthando Mzilikazi, joined @METROFMSA's #BestMornings to unpack how to navigate tighter budgets, rising costs and interest rates. A worthwhile listen for anyone rethinking their money right now.
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Microsoft Copilot is becoming an essential workplace tool, but knowing how to use it effectively is what sets professionals apart. Learn from Francois du Toit, CFP®, through live demos, hands-on exercises and real financial planning use cases. fpi.co.za/the-ai-skills-prog…
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Two weeks from now, the financial planning profession will come together. Will you be there? Inspiring speakers. Valuable connections. Important conversations. One premier event you don’t want to watch from the sidelines. Secure your seat: fpi.co.za/events/2026-fpi-pr…
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