FPI Awards

We believe that hard work deserves to be rewarded, and that’s why we make sure that we recognise the outstanding achievers in the financial planning industry annually.

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FPI Approved Professional Practice of the Year Award 2021

 

The FPI Professional Practice of the Year competition was first launched in 2020 where the winner was announced at the prestigious FPI Annual Convention Gala Dinner. This event is widely covered by the media and well attended by key stakeholders such as regulators, educational providers and other important industry role players. 

The competition has been developed to include an initial desktop audit and a site visit where a range of criteria is evaluated such as the practice’s practice management abilities, skills and overall knowledge and practice of holistic financial planning.  The desktop audit and site audit results are then evaluated by executives and CFP®-professionals of FPI in order to determine the winner.  The three runner ups will be invited to the mentioned gala dinner. 

Where to enter

To enter, click to download the entry form and email it back to awards@fpi.co.za . Remember to read the Terms and Conditions and the Award Guide before you submit your completed entry form and supporting documents.

Entries for this competition should reach FPI by close of business on Friday, 21 May 2021. For more information, please contact FPI on (011) 470-6000 or email awards@fpi.co.za.

More documents for the Award

Code of Ethics and Professional Responsibility