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Membre FPSB southafrica

Financial Planning Institute of Southern Africa (FPI)

Palms Office Court, Ground Floor, West Wing, Weltevredenpark, Kudu Street, 1715 Allen’s Nek, South Africa
Tel: +27-10-210-5700
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FPI is the leading, independent representative body of professional financial planners that ensures South Africans have access to and value competent financial planning. FPI was originally formed in 1982 as the Institute of Life and Pension Advisors (ILPA) to improve levels of professionalism. Many top financial institutions have adopted The Financial Planning Institute as an independent standards partner and members include both general practitioners and specialists in particular branches of financial planning.

Certified Financial Planner

Les marques CFP®, CERTIFIED FINANCIAL PLANNER etcfp-logosont la propriété hors USA de FPSB (Financial Planning Standard Board Ltd). Par autorisation de FPSB, l’Association Française des Conseils en Gestion de Patrimoine Certifiés (CGPC) est seule habilitée à utiliser ces marques en France.