FANZ inks deal with Southern African financial planners
Financial Advice New Zealand (FANZ) and the Financial Planning Institute of Southern Africa (FPI) have formed a new international partnership
Tuesday, July 28th 2026, 8:28PM
The partnership is designed to strengthen professional standards, share expertise and create new opportunities for financial planning professionals across New Zealand and Southern Africa.
The partnership was formalised through a Memorandum of Understanding (MOU) signed at Financial Advice New Zealand's inaugural Advice Policy Summit in Auckland.
The MOU establishes a five-year framework for the two professional bodies to collaborate on professional development, thought leadership, policy issues, international best practice and the continued advancement of the global financial planning profession.
Financial Advice New Zealand Chief Executive Nick Hakes said the partnership creates an important pathway between the financial planning professions in New Zealand and Southern Africa.
“Financial advice is increasingly part of a connected global profession. While each country has its own regulatory and operating environment, the principles that underpin quality financial advice, including professionalism, ethics, competence and acting in clients’ best interests, are universal.
“This partnership gives our professions an opportunity to learn from one another, share knowledge and strengthen professional capability. It connects New Zealand advisers with international thinking and creates a pathway for collaboration that will benefit professionals, their clients and the wider communities they serve.”
FPI Chief Executive Officer Lelané Bezuidenhout says financial planning trends point to the need for closer collaboration in areas where professional overlap and the cross-border movement of South Africans and CFP professionals are increasing.
The organisations will also work towards developing a framework for greater recognition of professional credentials between the two jurisdictions. This longer-term work will explore how relevant education, examination results and certification held by CFP professionals in good standing could be recognised across the two professional communities.
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