Each year, the global financial planning profession will comes together for World Financial Planning Day to help raise awareness of the value of financial planning, having a financial plan, and working with a financial planner who has committed to standards of competency and ethics and putting clients’ interests first. South Africa will be hosting Financial Planning Week from the 2nd to the 6th of October. World Financial Planning day will be celebrated on the 4th of October, with some exciting research insights being shared.
Scroll down for announcements, consumer education content and more information about this initiative.
Click here to participate in this great initiative.
Let’s join forces and promote Financial Planning Week
Financial Planning Week is one of the most exciting annual consumer initiatives, aimed at making a real difference in the lives of South Africans. The initiative is also an ideal way to raise awareness about CFP® FSATM and RFPTM professionals and professional financial planning and advice.
Receive free consultation during Financial Planning Week
During financial planning week, some of our professionals will be providing free consultations.
| Name | Consultations | email address | Area |
| Bernard Sebopa | X | bernard.sebopa@fnb.co.za | Pretoria |
| Gerhard Odendaal | x | reception@ulyssesconsult.co.za | East London |
| Sherry Tapfuma | x | sherry@crue.co.za | Pinelands, CT |
| Johann-Hendrik Vlok | x | jan@alphawealth.co.za | Claremont, CT |
| Gareth Collier | x | gareth@crue.co.za | Pinelands, CT |
| Gerald Mwandiambira | x | gerald@scwealth.co.za | Krugersdorp |
Financial Planning Week:
2 to 6 October 2023
Join FPI in celebrating Financial Planning Week from 2 to 6 October 2023.
Keep an eye on our social media and website for videos to educate consumers on financial matters that will be shared daily. We will also share consumer education initiatives by our members occurring during this week.
Register for our free MyMoney123™ workshop below.
On the 4th of October FPI will partake in the seventh annual World Financial Planning Day hosted by the Financial Planning Standards Board, by sharing the results of research findings showing the benefits of financial planning.
Women regards their finances as sacrosanct.
In recent years, women have been breaking societal barriers and making significant strides in various fields. Today, we witness an increasing number of women achieving financial independence and regarding their finances as sacrosanct. This article delves into the reasons behind this shift, the advantages it entails, and the tools available to assist women in attaining their financial goals.
Join us for a workshop on 3 October 2023
How to regain your financial freedom?
You are invited to the FPIMyMoney123™ workshop with Kgomotso Chidzalo via MSTeams to discover that being overindebted is not a life sentence.
Date: 03 October 2023
Time: 15:00 – 16:30
Click on the link below to register for the session via MSTeams:
How to separate financial fact from fiction – does ‘finfluencers’ add value
Join Thulisile Nkomo, CFP professional as she unpacks this topic. Click link to watch the video.
2023 Tax season with Ronald Matande
Ronald Matande, from the Financial Planning Institute of Southern Africa, shares important dates and facts about taxes and the 2023 tax season.
FPIMyMoney123™ is in support of World Financial Planning Day which celebrates the Value of Financial Planning.
FPSB to host its seventh annual World Financial Planning Day to coincide with International Organization of Securities Commissions World Investor Week
With many parts of the world experiencing economic strain and rising costs of living, Financial Planning Standards Board Ltd. (FPSB) and its global network of organizations will host its seventh annual World Financial Planning Day (WFPD) on 4 October 2023 to coincide with the International Organization of Securities Commissions (IOSCO) World Investor Week (WIW) from 2 to 8 October 2023.
World Financial Planning Day raises awareness of the value of financial planning and of working with a financial planner who has committed to rigorous standards of competency, ethics and practice, like a CERTIFIED FINANCIAL PLANNER professional.
“Many people are seeking financial education, understanding, guidance and support. World Financial Planning Day provides a wonderful opportunity to help people gain a better understanding and awareness of how financial planning advice from a CFP professional can help them make positive steps to achieve their financial goals,” added De Gori.
More information about World Financial Planning Day and World Investor Week is available on worldfpday.org and worldinvestorweek.org
BDO publishes a wealth advisers guide to creating wealth.
Join FPIMyMoney123™ and BDO, a Financial Planning Institute Approved Professional Practice, as they take you through a step-by-step, guide on creating wealth.
To access the guide log-on to the below link on the 02 of October 2023, to access and download, a complimentary guide.
FPIMyMoney123™ has a tool which allows everyone access to a CERTIFIED FINANCIAL PLANNER® professional, a FINANCIAL SERVICES ADVISOR™ professional and a REGISTERED FINANCIAL PRACTINIONER™ professional. To access this tool click on Find a Financial Professional below to access the FPIMyMoney123™ tool to gain access to a financial advisor or financial planner in your area.
FPIMyMoney123™ is a Financial Planning Institute of Southern Africa (FPI) initiative which focuses on delivering content and information to South African’s to assist with informing them and delivering content which will assist and improve their financial wellbeing.
FPIMyMoney123™ ensure financial education for all.
For more on the Financial Planning Institute of Southern Africa, educational initiatives and FPIMyMoney123™ programes, events, tips and tools, go to the website. To access click the link below.