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Documents and Other

FPI Membership Value Proposition

Understanding product specific training as it relates to CIS and hedge funds

CPD Policy – 2019

Understanding CPD under BN 194 of 2017

Financial Planner Competency Profile

Mentoring Guide

FPI Recognised Education Providers

Accredited CPD

Disciplinary

FPI CPD Policy regulations

Membership regulations

Certification Standard

Code of Ethics and professional responsibility

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© 2021. The Financial Planning Institute of Southern Africa NPC.
All Rights Reserved.