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Financial Planner
A professional Financial Planner is a trusted advisor who works with you to review all of your options so that you can make informed decisions about your financial situation at every stage in life. By meeting rigorous international competency, ethical and professional practice standards, a Financial Planner is qualified to deliver integrated financial solutions that allow you to take control of your finances and achieve your life goals. The best financial planning results come from working with an accredited FPI Financial Planning professional.
Financial Planning as a profession is one of the fastest growing professions worldwide. When the first Board of the then ILPA now the Financial Planning Institute (FPI) met nearly 27 years ago it had a clear vision. That vision was to build a recognised and respected profession for Financial Planners primarily through the establishment of the CFP® Certification process. That vision has not changed.
In addition, to allow candidates the opportunity to obtain professional membership of the FPI, a career path was established with the introduction of the RFP™ Professional and AFP™ Professional levels, ultimately on the path to becoming a CFP® Professional.
In fact more than ever before, given the complexities, uncertainties and confusion the consumer faces on a daily basis, financial planning professionals will be called upon to help them achieve their life goals through the principles and practice of sound professional financial planning. The financial plan compiled by the professional Financial Planner is what differentiates professional Financial Planners from the myriad of other providers in the sector.
Training
ASSOCIATE FINANCIAL PLANNER™ (AFP™):
The FPI has partnered with a number of providers and currently recognises the following qualifications for membership purposes as an ASSOCIATE FINANCIAL PLANNER™ (AFP™):
- B.Iuris Financial Planning (University of the Free State)
- B.Com Financial Planning ((Nelson Mandela Metropolitan University)
- B.Com Financial Planning (University of Johannesburg)
- National Certificate in Financial Planning (Milpark Business School) [SAQA ID: 57695]
Each provider has their own admission requirements. For more information, please contact the institution directly.
In addition, the AFP™ Professional Board Assessment is available to individuals who are already in possession of an NQF Level 6 qualification (degree or equivalent diploma) and who wish to take up membership with the FPI.
Examinations take place twice a year in February and October.
Source: Financial Planning Institute of Southern Africa
Useful Information
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Career Snapshot Financial Planner |
In Demand
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Qualification Required |
Work Outdoors |
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Maths Required |
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Science Required |
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This is a general guide - it is important to check admission requirements with the various training institutions first because entry requirements may vary.
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