Become the 2017 FPI Financial Planner of the Year

 Last year was particularly challenging for the financial services industry, locally and globally. Yet the South Africa’s financial planning industry, not only survived it but many companies and individuals thrived. There are more assets under management than ever before. Acceptable and in some instances great returns were achieved for clients in a difficult environment.

The best news of all is the fact that the local financial planning industry expanded with more CERTIFIED FINANCIAL PLANNER® professionals joining our profession. Hence winning the most prestigious accolade, the FPI Financial Planner of the Year Award, has more stature than ever.

Winning the award allowed me to meet some of the best financial planners and thought leaders in financial planning both in South Africa and the world. It created incredible media opportunities and allowed me to share my insight and experience to a wider audience,” says current title holder, Bruce Fleming, CFP®.

If you want to be in this prestigious company, enter now! The winner will be announced at the FPI Awards Ceremony and Gala dinner to be held on 19 October 2017 in Cape Town as part of the FPI Professionals Convention. The award recognises the top professional financial planner in South Africa and is only open to CFP® professionals.

How to enter

The entrant must complete and submit the entry form and a portfolio of evidence which includes a detailed financial plan, with supporting documents. The financial plan should cover at least four of the six financial planning components (Financial Management, Tax Planning, Estate Planning, Investment Planning, Retirement Planning and Risk Planning).

There are only three stages in this competition:

  1. Submit a comprehensive financial plan of an existing client.
  2. Site visit and audit of the practice.
  3. Panel interview.


Click on the below links to download all the information:

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ENTER NOW!

Deadline for entries for this competition close on Friday, 17 March 2017 . For more information please contact us at marketing@fpi.co.za or on 011 470 6000.