Financial Planning Institute of Southern Africa is pleased to announce the release of its 2020 Integrated Report. This comprehensive document is structured to inform members about the institute’s learnings from the previous year, as well as its plans for the year ahead and beyond.

It is the result of a process of integrated thinking: actively considering the relationships between FPI’s various operational and functional units, and how these units interact. Based on this integrated approach, the institute has put a strategic plan in place, defined by the following parameters: 

• FPI’s vision and mission statement
• Stakeholders and their specific needs
• High-level environmental scan
• High-level competitor analysis
• SWOT analysis based on specific matrices
• Priorities for the short, medium, and long term
• Available resources
• The objectives of FPI, as codified in its Memorandum of Incorporation

Preparing for the future: The 2020 report also contains forward-looking statements and forecasts about FPI's financial performance, operations and business. At the time of release, FPI is confident in its assertions. 

“This Integrated Report is an account of the value that FPI creates for our internal and external stakeholders, and for the greater good of the communities we serve,” says FPI CEO Lelané Bezuidenhout, CFP®.

“I would like to extend my thanks and gratitude to all FPI members and staff for their continued commitment and dedication during these trying and difficult times,” adds FPI Chairperson Navin Ramparsad, CFP®. “It is this dedication and support that is critical to enable us to deliver financial planning and advice for all.”

How to access the Integrated Report? The report is available now on the FPI website. You can also access previous reports via the same portal.