A vision to create value:
FPI in 2013 Godfrey Nti, CEO
We caught up with Godfrey Nti, Anthony Campher and Almo Lubowski, who are spearheading the Financial Planning Institute’s initiatives in 2013. They told us about the exciting changes, as well as some of the challenges, that lie on the horizon for the institute and its members.
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The Financial Planner
odfrey, 2012 has been a significant year for the FPI, with the launch of an enhanced strategy and its recent recognition as a SAQA-approved professional body. How does the institute plan to build on what it has achieved in 2012 next year? 2012 was a truly significant year for FPI. We launched an enhanced strategy, which has at its core the repositioning of the CFPÂŽ professional mark as a mark of excellence; the repositioning of the FPI as the bona fide professional body; and a new focus on consumer as well as technical advocacy. Since the launch we have already seen a number of successes: FPI was approved by the South African Qualifications Authority (SAQA) as a professional body; a new Memorandum of Incorporation, into which we built major professional body tenets, was unanimously approved by members at a special general meeting; and a new push towards consumer advocacy meant a very successful Financial Planning Week across the country, reaching out to thousands of consumers. Implementation remains the most difficult part of rolling out strategy. However, we go into 2013 with much vigour, a clear and common vision of the journey ahead and buoyed by the momentum gained from our achievements in 2012. We plan on doubling our marketing and communication spend in 2013. This will enable us to expand our consumer advocacy effort, which is already well underway. We are also doubling the budget for technical advocacy, which will permit us to commission more research and hire more consultants as