David Kop, CFP®

David’s journey into financial planning began, as it has for many in South Africa, by chance. Over twenty-five years ago, while pursuing a career in accounting, he applied for what he believed was an accounting role. It turned out to be a service clerk position at an insurer — a serendipitous step that sparked a lifelong passion for the financial services industry.

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He soon shifted his studies from accounting to pursue the prestigious CFP® designation and went on to gain broad experience across the profession. His roles have included telephone sales, personal assistant, administration manager, tied financial adviser, para-planner, lecturer, and business owner. Each chapter deepened his understanding of the industry and its people.

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David spent nine years at the Financial Planning Institute of Southern Africa, serving as Head of the Policy Division. During this time, he was a committed advocate for financial planners, engaging with regulators and policymakers to represent the profession’s best interests.

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As Co-Founder of FI Consult, David continues his mission to help position financial planning as a respected profession. He now works alongside financial planning businesses, supporting their growth and evolution through strategic consulting and industry insight.