Ascor Independent Wealth Managers
www.ascor.co.za | +27 (0)861 113 187 | sarita@ascor.co.za | info@ascor.co.za Contact person: Sarita du Plessis COMPANY DESCRIPTION Ascor® Independent Wealth Managers renders independent, fee based wealth management services to our clients. We provide a...
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FPI Corporate Partners
FPI Approved Corporate Partners Click on the logos below to learn more about each of our Approved Corporate Partners
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Private Client Holdings
www.privateclient.co.za | +27 (0)21 671 1220 | Mark.MacSymon@privateclient.co.za Contact person: Mark MacSymon, CFP®
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Ultima Financial Planners
www.ultimafp.co.za | +27 (0)21 348 1386 | info@ultimafp.co.za Contact Person: Hendri de Klerk COMPANY DESCRIPTION Ultima wants to enable you to have a meaningful life through fostering a lifelong relationship...
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Veritas Wealth
www.veritaswealth.co.za | +27 (0) 21 671 0799 / +27 (0) 82 77 77 079 | rick@veritaswealth.co.za Contact Person - Rick Briers-Danks COMPANY DESCRIPTION Veritas Wealth is an independent, fee-based financial...
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Southwood Financial Planning
www.southwood.co.za | +27 (0)21 701 1161 | lisahp@southwood.co.za About Southwood Financial Planning ELEVATOR PITCH Southwood Financial Planning (FSP 13566) is an independent, financial life planning practice providing independent,...
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Netto Invest
www.netto.co.za | +27 (0)21 530 1260 | invest@netto.co.za Contact Person - Claire Rorke COMPANY DESCRIPTION Netto Invest offers insightful financial planning that empowers clients to make good financial and investment...
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Integral Wealth
www.integralwealth.co.za | +27 (0)10 745 7200 | info@integralwealth.co.za Contact Person: Michael Frantzeskou COMPANY DESCRIPTION Independent financial planning tailored to each client’s needs. Our planners want to make a difference in...
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BDO
www.bdo.co.za | +27 (0)11 481 3170 | rteixeira@bdo.co.za Contact Person: Ricardo Teixeira, CFP® ELEVATOR PITCH BDO Wealth Advisers offers a full range of wealth advisory and financial planning services to...
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FPI Professional Practices
FPI Approved Professional Practices Click on the logos below to learn more about each of our Approved Professional Practices.
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What is a CFP®?
CERTIFIED FINANCIAL PLANNER® A CERTIFIED FINANCIAL PLANNER® professional completed a FPI accredited level NQF8 qualification; has three (3) years financial services experience or more or completed FPI mentorship programme; has completed...
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What is a FSA® ?
FINANCIAL SERVICES ADVISOR® A FINANCIAL SERVICES ADVISOR® has completed a FPI accredited level NQF6 (old) or NQF7 (new) qualification; has two or more years financial services experience; has completed the...
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What is a RFP® ?
REGISTERED FINANCIAL PRACTITIONER® A REGISTERED FINANCIAL PRACTITIONER® has completed a FPI accredited level NQF5 (old) or level NQF6 (new) qualification; has one (1) year relevant financial services experience or more;...
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Types of Advisors
FPI professional designations The Financial Planning Institute (FPI) offers three SAQA registered designations, namely RFP™, FSA™, and CFP® professional. The RFP™ and FSA™ professional designations are specifically for professional financial...
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Your Rights as a Financial Planning Client
Working with a financial planner can be an extremely rewarding and valuable experience for you and your family. If you’ve decided to work with a financial planner, it’s important to...
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