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Becoming A Financial Planner Through FPI

Honest Money

About this episode

Ever wanted to become a financial planner but not sure where to start? Listen to Warren Ingram and Lelane Bezuidenhout, Chief Executive of the Financial Planning Institute of Southern Africa, speak about what it entails to become a financial planner, what attributions and accreditations you need and more. 


Topics/ Questions: 

  1. What is a financial planner? 
  2. What attributes do you need to have to become a financial planner? 
  3. What do I need to complete before becoming a financial planner? 
  4. What are the ethical requirements that are taken into consideration for financial planners? 
  5. Is there an option for someone that is financially constrained and can they still pursue a career in financial planning?
  6. Advice on checking if someone has a CFP accreditation

Got a question after listening to this episode? Don’t forget to send us your Voice Note questions on WhatsApp to (+27) 72 934 4218 and follow us on Twitter, LinkedIn and Subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod





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Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

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Becoming A Financial Planner Through FPI

Honest Money

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