Tag ArchivesFPI

FPI_web

FPI withdraws from conducting FAIS regulatory exams

Following the recent announcement by the Financial Sector Conduct Authority (FSCA) to suspend FPI’s authority to conduct FAIS regulatory examinations, the FPI Board announces today that it has temporarily withdrawn its status as an examination body for FAIS regulatory examinations. The withdrawal purely relates to the administration of FAIS regulatory examinations (RE1 and RE5). “In […]

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Louis-van-Vuren

Fiduciary update with Louis van Vuren, CEO of FISA

Q: The Fiduciary Institute of Southern Africa is to hold its annual conference on 20 September at the Sandton Convention Centre. Tell us a bit about it. A: This is the eighth conference FISA will have held. It is building a strong name for being the place where academics and practitioners can discuss trends and […]

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Louis-van-Vuren

Fiduciary update with Louis van Vuren, CEO of FISA

Q: The Fiduciary Institute of Southern Africa is to hold its annual conference on 20 September at the Sandton Convention Centre. Tell us a bit about it. (more…)

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FSCA

FSCA halts Regulatory Examinations administered by the FPI

The Financial Services Conduct Authority (FSCA) has instructed the Financial Planning Institute (FPI) to discontinue the delivery of the Regulatory Examination (RE) with immediate effect, it said in a statement today. This comes after the FSCA was alerted by a third party to alleged irregularities in the delivery of the exam. All current and future […]

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FPI_web

The Financial Planning Institute partners with the Hospice Palliative Care Association

The Financial Planning Institute (FPI) today, in celebration of Advanced Healthcare Planning Day, announced it has signed a Memorandum of Understanding (MOU) with the Hospice Palliative Care Association of South Africa (HPCA). The MOU seeks to reinforce FPI’s commitment to establish a close working relationship with HPCA to provide inter alia, financial planning education to […]

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Mark MacSymon

Estate Planning: Dying without a will is one of the biggest mistakes you can make

If you die without a valid Will in place the assets in your estate are distributed as stipulated in the Intestate Succession Act. This can cause unnecessary trauma, costs and delays for the family you leave behind and may prevent your final wishes from being carried out. Having a Will is also an imperative for […]

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Mark MacSymon

Make sure that you and your financial planner are executing the same financial game plan

The relationship that you have with your financial planner is comparable to the one that exists between a professional sportsperson and his or her coach. It takes the form of an unbiased and objective collaboration through which you and your financial planner continuously evaluate and implement the strategies that will deliver your desired long term […]

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Mark MacSymon

What your financial planner should be doing pre- and post-Budget

On 21 February 2018 the finance minister will take to the podium to deliver South Africa’s Annual Budget. He will outline how government proposes to balance its income and expenditure for the 2018/19 financial year against a backdrop of poor economic growth, rising unemployment, mounting debt and significant shortfalls in tax revenue collection. (more…)

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