FPI Professional Designations
The Financial Planning Institute (FPI) offers three SAQA-registered designations. Understanding these marks helps you choose the right level of expertise for your financial journey.
| Criteria | RFP™ | FSA™ | CFP® |
|---|---|---|---|
| Role | Financial Practitioner | Financial Adviser | Financial Planner |
| NQF Level | Level 5 / 6 | Level 6 / 7 | Level 8 |
| Experience | 1+ Year | 2+ Years | 3+ Years |
| Competency Exam | Required / Exempt | Required / Exempt | PCE Required |
REGISTERED FINANCIAL PRACTITIONER™
Designed for entry-to-mid-level practitioners focusing on foundational financial advice and services.
FINANCIAL SERVICES ADVISOR™
A designation for professional financial advisers with advanced academic standing and proven field experience.
CERTIFIED FINANCIAL PLANNER®
The global gold standard. Requires post-graduate equivalent education and rigorous professional planning standards.
A Shared Commitment
Regardless of the designation, all FPI professionals must agree to abide by the FPI Code of Ethics and Professional Standards, ensuring your interests always come first.
Ready to find the right professional for your needs?
