Continuing Professional Development (CPD) is concerned with up to date specialised developments and improving all-round performance which inherently involves a vision of lifelong learning.


The Financial Planning Institute of Southern Africa (FPI), a SAQA1 recognised Professional Body, is committed to CPD as “a process of lifelong learning whereby an individual systematically engages in activities that maintain abilities, skills and knowledge required for a professional practice as described and guided by FPI.”


The mind-set that professionals should adopt when it comes to CPD, is not one of merely showing compliance with yet another fit and proper requirement as laid down by legislation and regulation; but rather a principle based mind-set that focuses on:


• A continuous strive to ensure that your own professional knowledge is always up to date for the benefit of your clients and the public at large;


• That you continuously upskill yourself and remain informed with regards to the newest and latest developments in areas of financial management, asset management, risk planning, tax planning, retirement planning, estate planning and updates to legislation;


• In order to ensure that you remain relevant within the ever changing landscape of financial planning; and


• To ensure that you place your clients in a position to make informed decisions and that you are treating your customers fairly at all times.


CPD is one of the hallmarks of every reputable profession and is not just about obtaining “CPD points” or “CPD hours” but the attainment and/or enhancement of ones abilities, skills and knowledge in order to have a sustainable, reputable business that supports client retention and principles such as treating customers fairly.


The FPI provides various opportunities for members to develop themselves in terms of CPD. Professional Reading on relevant topics that can be linked to the financial planning components as per the Financial Planner Competency Profile, qualifies as a CPD activity as per the FPI CPD policy.


The FPI recognises the quality of the content of Moneyweb INVESTOR Digital magazine and would like to reward our professional members with 0.5 CPD point for reading the magazine and gaining knowledge on relevant topics.


We would like to congratulate the editor and his/her team for putting this magazine together.



Lelané Bezuidenhout, CFP