The Financial Planning Institute of Southern Africa (FPI) announced today that Ecsponent is now an FPI Corporate Partner™, through its subsidiary, Ecsponent Financial Services.


The FPI is a South African Qualifications Authority (SAQA) recognised professional body for financial planners, which serves the public by ensuring that people who carry the CFP® designation are qualified, experienced and professional. FPI has recently been approved by the South Africa Revenue Service (SARS) as a Recognised Controlling Body (RCB).


The Institute is also recognised internationally and is a founding, and a current affiliate member, of the international Financial Planning Standards Board Ltd (FPSB) based in the USA, along with 25 other affiliate member countries who offer CFP® certification, the highest recognised professional designation worldwide for a financial planning professional.


For existing and potential customers, doing business with Ecsponent, an FPI Corporate Partner™, means they have the assurance they are dealing with an organisation that adheres to the highest professional and ethical standards in the financial services industry, and planners and advisors operate at high competency levels that exceed the requirements set out by the regulator.


“We are proud to be recognised by the Financial Planning Institute as an FPI Corporate Partner™, through our subsidiary Ecsponent Financial Services. As a listed African financial services group, striving to maintain the highest professional standards, ethics and integrity is paramount in our operations. Therefore, the FPI mission, to advance and develop financial planning professionals, is perfectly aligned with the Ecsponent Group’s vision of becoming the investment destination of choice in its chosen markets”, said Terence Gregory, Ecsponent Group CEO.


Read the FPI’s press release here.