Johannesburg, 20 August 2026 – The Financial Planning Institute of Southern Africa (FPi) has announced the finalists for the 2026 Financial Planner of the Year Award. This year’s winner will become the 26th recipient of the prestigious award, which recognises three professionals demonstrating excellence, innovation and leadership in South Africa’s financial planning profession.
The finalists are:
The finalists were selected through a thorough assessment process, looking at the quality of their financial planning, professional conduct, focus on their clients and commitment to the standards of the profession.
Why this matters for the financial services industry
As consumers face growing financial challenges, from rising costs and changing investment needs to planning for retirement, the need for trusted professional financial advice continues to grow.
The 2026 finalists provide an opportunity to explore how leading professionals are responding to these changing needs, the skills required of the modern financial planner and the role of professional financial planning in improving financial outcomes for all South Africans.
“At the heart of financial planning are people who choose to make a difference in the lives of others. Our finalists have demonstrated what it means to lead with professionalism, purpose and a genuine commitment to their clients and the profession. We are proud to celebrate their achievements and the contribution they are making to building a stronger future for financial planning in South Africa,” says Lelané Bezuidenhout, CFP®, CEO of FPi.
Winner to be announced at FPi Professionals Convention
The 2026 Financial Planner of the Year will be announced during the FPi Professionals Convention, taking place on 7–8 October 2026 at the Century City Conference Centre in Cape Town.
The Convention is FPi’s flagship annual gathering of financial planning professionals and brings together practitioners, industry leaders and experts to engage on the issues shaping the future of the profession and the financial services industry.
The Financial Planner of the Year Gala Dinner on 7 October will bring the awards programme to a close, with the winner announced in front of industry peers and stakeholders as we celebrate excellence in financial planning.
Event details
Event: 2026 FPi Professionals Convention
When: 7–8 October 2026
Where: Century City Conference Centre, Cape Town
Key event: FPi Awards Ceremony and Gala Dinner – 7 October 2026
Empowering people to build better futures through trusted professional financial planning and advice.
FPi Vision 2030
About The Financial Planning Institute of Southern Africa
The Financial Planning Institute of Southern Africa NPC (FPi) is the only professional body in South Africa authorised to offer the FSA®, RFP® and internationally FPSB-recognised CFP® professional designations. As a South African Qualifications Authority (SAQA)-registered professional body, FPiensures that its professional designations are listed on the National Learner Record Database (NLRD), affirming its commitment to educational and professional excellence. FPI is also approved by the South African Revenue Service (SARS) as a Recognised Controlling Body (RCB), further underscoring its role in upholding high standards within the financial planning profession.
For more information on obtaining a professional designation or learning about the benefits of FPi membership, please contact businessdevelopment@fpi.co.za or call +27 (11) 470 6000.
