On Monday 25th October 2021 the FPI will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised.
This event endeavours to acknowledge extraordinary Certified Financial Planners from across South Africa as well as Professional Practises who demonstrate innovation, professionalism, commitment to the clients and to the Financial Planning profession.
You are invited to enter or nominate people in the categories below:
Financial Planner of the Year Award
This award was launched in 2000 and is considered to be the most prestigious award in the industry. It pursues to recognise the top CERTIFIED FINANCIAL PLANNER® who exhibits revolutionary ideas, and skill when dealing with clients.
“Winning the competition gave rise to a whole whirlwind of new experiences and another steep learning curve. On a personal level I have been connecting with awesome people, doing things I have never done – including appearing on breakfast television! For the practice it has given our business development team a very positive new angle to work with as it serves as confirmation of our commitment to walk the extra mile for all clients, current and future.” – Hester van der Merwe, CFP®, Ultima Financial Planners.
Financial Planner of the Year Award – Entries close on Thursday, 22 April 2021.
Professional Practice of the Year Award
The FPI Professional Practice of the Year competition was first launched in 2020. The award honours and celebrates FPI Approved Professional Practices and seeks to confirm and communicate to the public and broader financial planning profession what these practices are all about. This is an opportunity to demonstrate innovation, professionalism, commitment to the practices’ clients and to the Financial Planning profession. All entrants must be paid-up FPI Professional Practices in good standing with FPI.
The award and the event is widely covered by the media and well attended by key stakeholders such as regulators, educational providers and other important industry role players.
Professional Practice of the Year Award – Entries close on Thursday, 21 May 2021.
Diversity and Inclusion Award
Our primary aim, as the Financial Planning Institute of Southern Africa, is to be a community that fosters the value of financial planning and advances the financial planning profession. The Institute’s strategy, to accomplish our objectives, involves welcoming all those who advance the financial planning process.
This award recognises individuals whose commitment to diversity and inclusive excellence has made an impact on various ethnic groups, races and diverse cultures in a positive way.
Diversity and Inclusion Award – Entries close 2nd August 2021
Harry Brews Award
The Chairman’s Award was introduced in 2010. In 2013, FPI renamed the award in honour of Harry Brews, the man who transformed South Africa’s life assurance industry, the first President of the then, Institute of Life and Pensions Advisors (ILPA).
The award recognises an individual who has made life-long outstanding significant contributions to the FPI through promoting the Institute and its marks and/or the financial planning profession in the areas of service to society, academia, training, government, media or any other professional activities. They must also exemplify the FPI ethics principles of client first, integrity, objectivity, fairness, professionalism, competence, confidentiality and diligence.
Harry Brews Award – Nominations close 2nd August 2021
It Starts with me Award
This award, launched in 2015, in line with the FPI It Starts with Me programme to recognise the CFP® professional who contributes tirelessly to promote the CFP® certification. This person entrenches the CFP® mark in their work life, invests in their personal brand by letting others know that they are a CFP® professional, and volunteers where required.
It Starts with me Award – Nominations close 2nd August 2021