COFI countdown: FSPs urged to prepare with the precision of a World Cup coach
Compliance expert Anton Swanepoel says financial services providers must adopt a winning mindset, strategy, and tech-driven approach.
FPI
COFI | Why FSPs should start planning now for proportionality
As the COFI Bill edges closer to becoming law, practice management expert Anton Swanepoel urges smaller FSPs to define their size early to unlock the benefits of proportional regulation.
FSCA urges financial institutions to verify CPD providers
The Authority says an entity called LearnOn was found to have issued invalid certificates linked to the Financial Planning Institute.
MBSE celebrates 10 years of innovation in online financial education
From its roots in corporate insurance training to leading the charge in online learning, Moonstone Business School of Excellence is shaping the future of financial services education.
Further education boosts confidence and expertise in financial planning
MBSE top achievers Claudia Dowsett and Lana Johnson share how their qualifications have strengthened their professional confidence and client trust.
FPI hits 5 000 CFP® professionals, CEO calls for broader client base
The increase in certified professionals reflects both a growing recognition of the value of financial planners and a shift towards more inclusive, client-focused financial advice.
Opportunity for young professionals to start their financial journey in the right way
Various financial practices will provide essential insights and guidance to young professionals at an event in Cape Town.
Excellence in action: MBSE students rank high in CFP® exam
As MBSE students earn top-five ranks in the CFP® Professional Competency Exam, the school is already gearing up for the 2025 introduction of the Capstone Project, a new assessment model.
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
In this video interview, Rudolph Geldenhuys, the FPI Financial Planner of the Year, shares how financial planning goes beyond technical expertise.
FAIS Ombud clarifies remarks about consumers’ trust in their advisers
Trust is an essential element in the relationship between advisers and consumers, who have a responsibility to verify aspects of their adviser’s credentials and standing, says the Financial Planning Institute.
Celebrating excellence and resilience: FPI awards honour top financial planners
Rudolph Geldenhuys, a senior financial planner at WealthUp, is the Financial Planner of the Year for 2024.
Lara Warburton: from unplanned paths to financial planner of the year
The 2023 FPI Financial Planner of the Year reflects on her career and shares some advice for young professionals entering the industry.
Adapt, be curious, and embrace change, says FPI award finalist
René van de Spreng, a wealth manager and director at Apex Private Wealth, is one of three finalists for the 2024 Financial Planner of the Year Award.
Financial planning is not a job but a calling, says FPI award finalist
Rudolph Geldenhuys, a senior financial planner at WealthUp, is one of three finalists for the 2024 Financial Planner of the Year Award.
Here are the three contenders for the Financial Planner of the Year Award
The winner will be announced at the FPI awards ceremony and gala dinner, held on the first evening of the two-day 2024 FPI Professional’s Convention.
Boost your financial planning career with MBSE’s triple-accredited postgraduate diploma
Enrolments are open until 1 July for the Postgraduate Diploma in Financial Planning, a qualification designed to elevate careers in holistic financial planning.
Lara Warburton clinches top honour as FPI Financial Planner of the Year
Video interview: Lara Warburton, the managing director of Integral Wealth Management, shares why she entered the Financial Planner of the Year competition and what has stood out for her at this year’s FPI Professional’s Convention.
