Question 1
Which professional body administers the CFP® Professional Competency Examination (PCE) in South Africa?
Correct Answer:
Financial Planning Institute of Southern Africa (FPI)
Question 2
In its established form, the FPI Professional Competency Examination consisted of how many marks and what minimum pass mark?
Correct Answer:
50 marks, 60% pass
Question 3
From January 2025, the FPI CFP® certification pathway added which practical component alongside the theoretical assessment?
Correct Answer:
An eight-week Capstone course and a financial plan assessment
Question 4
Under the FAIS Act, which body is responsible for regulating the conduct of financial services providers in South Africa?
Correct Answer:
Financial Sector Conduct Authority (FSCA)
Question 5
A financial planner recommends a product that pays a higher commission but is not the most suitable for the client's needs. Which FAIS General Code of Conduct principle does this most directly breach?
Correct Answer:
The duty to act with due care, skill and in the client's interest
Question 1
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Prepare with the CFP Professional Competency Examination Practice Questions - CFP Professional Competency Examination (FPI) Exam practice quiz. This question bank includes 100 questions covering retirement, south, africa, client, and estate. Use it to review important concepts, identify knowledge gaps, and build confidence for the related exam, course, or assessment.

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CFP Professional Competency Examination Practice Questions - CFP Professional Competency Examination (FPI) Exam

This practice set contains 100 questions from the matching question bank and focuses on retirement, south, africa, client, and estate. Work through each question carefully, review the provided solutions, and revisit topics that need more study before your next attempt.

This is an independent study resource intended for practice and review; it is not an official examination or an endorsement by any organization named in the title.

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