About Financial Planning Week

Financial Planning Week is an ongoing annual consumer initiative, organised by the Financial Planning Institute (FPI), to make financial planning a fundamental aspect of South African lives. By bringing together the industry and other key players, the week is dedicated to:

  • Raising awareness of the importance of financial planning and calling to action all stakeholders for the benefit of all South Africans.
  • Encouraging the industry to promote the value of financial planning to their clients.
  • Providing a platform for professional financial planners to discuss the necessity ad progress of the financial planning profession.
  • Encouraging consumers to take positive planning action.
  • Promoting the benefits of comprehensive financial planning to South Africans, other financial planners, financial services providers and regulators.
  • Promoting the value of the CFP® designation to the industry and public.
  • Differentiating the nature of financial planning from product-orientated financial advice.