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Our Latest News
How to start 2024 on the right footing
Financial Planning can be overwhelming at the best of times. Come back from a road trip and good luck with the car valet getting sea sand out of the car...
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Love is here to stay so are your finances
It is that time of the year again: Romance is setting in and Valentine’s Day is rapidly approaching. Love it or hate it, in a few days, Valentine’s Day is here....
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Budgeting and Expense Tracking: Your Financial Roadmap for the New Year
Ah, the New Year! A time of resolutions, fresh starts, and promises to finally stick to a budget. If you are like most South Africans, the idea of budgeting ranks...
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Treat your financial planning experience like a journey
This time of the year is filled with thoughts of how we are to celebrate the end of the year, among other festivities. It is an opportunity to reflect on...
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Global Money Week 2024
We had an invaluable time celebrating GMW2024 together with you on 18-24 March 2024! This year’s GMW theme was “Protect your money, secure your future” which focused on safe money...
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Empowering Financial Futures: Reflecting on Financial Planning Week 2023
Financial Planning Week (FPW) 2023 was a resounding success, marked by the enthusiastic support of individual members and professional practices alike. This annual event serves as a pivotal platform to...
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FSCA Financial Literacy Speech competition 2023
The Financial Planning Institute of Southern Africa (FPI) is proud to support the Financial Literacy Speech Competition (FLSC) which started as a pilot project in Gauteng in 2016 and in...
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Leaderex 2023 - Feedback
This is what our presenters, planners and staff had to say about this year’s event. "My experience as a CFP, representing the FPI at the Leaderex 2023 event was...
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Unlocking Financial Success: The Annual Meeting with Your Financial Adviser
Unlocking Financial Success: The Annual Meeting with Your Financial Adviser In today's fast-paced and ever-changing financial landscape, it's easy for individuals to get caught up in the whirlwind of life...
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Is there a sound approach towards the Black Friday mania?
I am writing this article on the eve of the Black Friday frenzy. This is an annual retail event that originated in the United States and has gained widespread popularity...
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Women regard their finances as sacrosanct
Women regard their finances as sacrosanct. The Mzansi citizens casually regard August as women’s month. August 9th in particular; is recognised as National Women's Day. This day commemorates the...
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World Financial Planning Day Returns To Celebrate 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 DENVER, COLO – 9 August 2023 – With many...
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FPI Congratulates the ASISA Foundation on its 10 years of Infinite Impact celebrations.
Johannesburg: In support of the brilliant work done by the ASISA Foundation under the leadership of Ruth Benjamin-Swales and an unwavering commitment to promoting Financial Planning for All, the Financial...
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Leaderex 2023
Ignite your knowledge and connect with experts with the Financial Planning Institute of Southern Africa at Leaderex 2023 Johannesburg: The Financial Planning Institute of Southern Africa (FPI), which is responsible...
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Concerns mount as South Africa's National Healthcare Insurance Bill progresses
The latest update on the National Healthcare Insurance (NHI) bill in South Africa has sparked growing concerns among stakeholders. Despite the portfolio committee's decision to move forward with the bill,...
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Five bad attitudes that prevent you from saving
The South African household savings rate (percentage of household income that is saved or invested) dropped to 0.30% in the first quarter of 2022. That means that South African households...
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How to overcome the fear of losing money
Investing in the stock market or any other market can be a daunting prospect for many people. The thought of losing money can be overwhelming, and it can be challenging...
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Our Latest News
Securing Your Health and Wealth: A Financial Guide to Retirement Medical Costs
The retirement years invite you with the allure of rest and recreation, but without adequate financial planning, particularly for healthcare, this dream can become a source of stress. As a...
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Money with a mission: Cultivating freedom and prosperity
In the spirit of Human Rights Day this March, we are called to celebrate the fundamental right to freedom that all South Africans hold dear. But the concept of freedom...
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Questions to ask before you start investing
Investing is one of the surest ways to build wealth, but understanding your reasons for investing, what you hope to achieve with your wealth, and how your investment fits into...
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A rising tide lifts all boats
In a challenging economic climate, it is crucial to take proactive steps to maintain a healthy and stable personal financial situation. Regardless of the season, South Africans can benefit from...
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Planning For Your Healthcare Within A Budget
The cost of living is rising in many areas of the world, with consumer price inflation in South Africa being higher than the country's Reserve bank's goal range. Head of...
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How to start 2024 on the right footing
Financial Planning can be overwhelming at the best of times. Come back from a road trip and good luck with the car valet getting sea sand out of the car...
View Article
Love is here to stay so are your finances
It is that time of the year again: Romance is setting in and Valentine’s Day is rapidly approaching. Love it or hate it, in a few days, Valentine’s Day is here....
View Article
Budgeting and Expense Tracking: Your Financial Roadmap for the New Year
Ah, the New Year! A time of resolutions, fresh starts, and promises to finally stick to a budget. If you are like most South Africans, the idea of budgeting ranks...
View Article
Treat your financial planning experience like a journey
This time of the year is filled with thoughts of how we are to celebrate the end of the year, among other festivities. It is an opportunity to reflect on...
View Article
Global Money Week 2024
We had an invaluable time celebrating GMW2024 together with you on 18-24 March 2024! This year’s GMW theme was “Protect your money, secure your future” which focused on safe money...
View Article
Empowering Financial Futures: Reflecting on Financial Planning Week 2023
Financial Planning Week (FPW) 2023 was a resounding success, marked by the enthusiastic support of individual members and professional practices alike. This annual event serves as a pivotal platform to...
View Article
FSCA Financial Literacy Speech competition 2023
The Financial Planning Institute of Southern Africa (FPI) is proud to support the Financial Literacy Speech Competition (FLSC) which started as a pilot project in Gauteng in 2016 and in...
View Article
Leaderex 2023 - Feedback
This is what our presenters, planners and staff had to say about this year’s event. "My experience as a CFP, representing the FPI at the Leaderex 2023 event was...
View Article
Unlocking Financial Success: The Annual Meeting with Your Financial Adviser
Unlocking Financial Success: The Annual Meeting with Your Financial Adviser In today's fast-paced and ever-changing financial landscape, it's easy for individuals to get caught up in the whirlwind of life...
View Article
Is there a sound approach towards the Black Friday mania?
I am writing this article on the eve of the Black Friday frenzy. This is an annual retail event that originated in the United States and has gained widespread popularity...
View Article