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by Lourika Els - Tuesday, 28 August 2012, 09:36 AM

The Financial Planning Institute recently launched its new Strategic Plan 2015 which has at its core the pre-eminence of the CFP® designation as well as positioning FPI to be a bona fide professional body. Our challenge is to focus on the future and to do what is required to elevate financial planning to a universally respected profession. Following extensive consultation and research, the FPI Board resolved to make some fundamental changes that are aimed to transform the FPI into a bespoke professional body as well as increase its value to its members.

The FPI is determined to speed up the transformation of the institute into a true professional body which is respected regionally, nationally and globally. The Future of FPI’s Designations discussion document, explains the proposed structural changes to membership flowing from the FPI Strategic Plan 2015 as adopted by the FPI Board of Directors.

The Future of FPI’s Designations discussion document explores the provisions of the new strategy concerning the proposed structural changes in the Institute’s professional designations. Members are invited to comment on these proposed changes, please click here for further details.

 Adv. Jacqui Grovè (Editor-in-Chief of eCPD Financial Services)


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