Consolidated Wealth Becomes an FPI Approved Professional Practice™
The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Consolidated Wealth (Pty) Ltd on being approved as an FPI Approved Professional PracticeTM. This prestigious certification signifies that Consolidated has met the FPI’s rigorous standards for excellence in financial planning, joining an elite group of nearly 20 FPI Approved Professional Practices across South Africa. “We are truly excited to welcome the team at Consolidated Wealth to the FPI Approved Professional Practice community,” says Lelané Bezuidenhout, CEO of the FPI.
To achieve this distinguished status, Consolidated Wealth has demonstrated a firm commitment to upholding the highest standards in the financial planning profession, which include:
- Core Business Focus: A primary dedication to offering comprehensive financial planning services.
- Adherence to the FPI's Practice Standards: Ensuring a systematic, client-first approach in all financial planning engagements.
- Fiduciary Responsibility: A clear commitment to acting in the best interests of their clients.
- Documented Investment Philosophy: Transparency in investment strategies, accessible and clearly communicated to clients.
- Quality Assurance: Implementing robust quality control measures to maintain service excellence.
- Professional Members: Employing a team where at least 50% of financial advisors are CERTIFIED FINANCIAL PLANNER® professionals, with additional team members working toward FPI-recognised designations.
- Ethical Standards: Adherence to the FPI Code of Ethics and Professional Responsibility, ensuring integrity and professionalism in every client interaction.
This achievement underscores Consolidated Wealth’s dedication to providing trusted and high-quality financial planning services. By attaining the FPI Approved Professional PracticeTM certification, Consolidated stands out as a leader in the financial planning community, setting an example for others in the field.
“We are very excited to form part of the FPI Approved Professional Practice community and look forward to engaging with, and sharing best practices among, peers who have similar interests and practice management philosophies,” say directors and key individuals Craig Kiggen and Colin Long.
Click here To find out more to becoming an FPI Approved Professional Practice or contact businessdevelopment@fpi.co.za.
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