What is a Financial Planning?
In general usage, a financial plan is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict future income, asset values, and withdrawal plans.
Where Can I Study Financial Planning In South Africa?
The Financial Planning Institute of Southern Africa is the only professional body in South Africa to offer the FSA, RFP, and internationally recognized CFP professional designations.
How do I become a certified financial planner in South Africa?
Hold an FPI Approved NQF Level 8 advanced degree or designation in finance, economics, law, or taxation PLUS have more than five (5) years of financial planning-related experience.
I am proud to be a CFP® professional. I believe that without having the designation you can’t call yourself a Financial Planner.
How long does it take to become a financial Planning in South Africa?
This may involve obtaining a bachelor’s degree in finance or a related field, obtaining relevant certifications, and gaining experience in various financial roles.
On average, it may take around 5-10 years to become a senior financial advisor, but this can vary widely depending on the individual’s career trajectory.