ULTIMA AWARDED FPI APPROVED PROFESSIONAL PRACTICE™ STATUS
We have great news! –
Ultima has officially been accredited by the Financial Planning Institute of Southern Africa, “the FPI” as an FPI Approved Professional Practice™!
We are so proud of this achievement and take great excitement to have reached this milestone in our journey. As a team, we live to grow from height to height within our field of interest and feel honoured to share our accomplishments with you.
To say this accreditation is an honour is an understatement as we are now one of only 15 professional practices in Southern Africa bestowed with this recognition.
The FPI accreditation reinforces everything Ultima stands for. It serves as a beacon to show each and every one of our clients how much we value financial planning, advice and service. We have been evaluated against the highest standards set by the FPI and are overjoyed to announce that Ultima meets these standards.
OUR CFP® PROFESSIONALS WON THE FPI FINANCIAL PLANNER OF THE YEAR
The FPI as a professional body for the industry, sets professional standards to be met by financial planners and advisors.
The FPI has set stringent membership requirements which all its professional members have to meet before being accorded a professional designation like CFP® professional (Certified Financial Planner®) or FSA™ professional (Financial Services Advisor™). The requirements are known as the four E’s of the financial planning profession and they are: Education, Examination, Experience and Ethics.
The CFP® designation is the highest professional designation for an advisor in the industry. The FPI together with Ultima strive that all our financial planners, individually obtain a professional designation especially the prestigious CFP® mark.
Two of our CFP® professionals at Ultima has been honoured with being named FPI financial planner of the year in 2003 and 2012 respectively.
OUR VALUE PROPOSITION TO OUR CLIENTS
Our accreditation as an FPI Approved Professional Practice™ assures our clients that the company is well prepared and highly qualified for providing financial advice.
We strive to provide you with the best financial advice possible and feel confident in doing so since we have a combination of the best financial planning standards and more than 40 years’ combined experience within our field. Knowing we can build on our current achievements to help you reach your financial freedom makes us excited for the future.
We believe in lifelong piece of mind which is established by a life which has an integration of purpose, living and health. This type of life will not only give you piece of mind but will result in a meaningful life. At Ultima we adopt global best practices, offer professional financial planning and continuously improve our services to ensure we help you establish a meaningful life in terms of finances.
Ultima is built on the following core values: Unashamedly ethical, Loving Relationships, Trust, Impartial, Mindful and All work is worship. We pride ourselves in the fact that these values are not just words to us but truly built into each and every part of our business. We like to think our continuous strive to uphold these values within our business with the combination of our standards play a part in our recent FPI Approved Professional Practice accreditation.
Our expertise is your financial piece of mind.
Contact us today for a start to a meaningful life.