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Bunono
Posted by Bunono
9 May 2022

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...

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Bunono
Posted by Bunono
9 May 2022

What is a FSA™ ?

FINANCIAL SERVICES ADVISOR™ A Financial Advisors have completed a l FPI accredited level NQF6 (old) or NQF7 (new) qualification; has two or more years financial services experience; has completed the...

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Bunono
Posted by Bunono
9 May 2022

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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Bunono
Posted by Bunono
9 May 2022

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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FPI mymoney123
Posted by FPI mymoney123
26 April 2022

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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