Five contenders make it to round two of the 2018 FPI Financial Planner of the Year
06 July 2018: Johannesburg
– Congratulations to the following CFP®
professionals for making it to round two of the 2018 FPI
Financial Planner of the Year competition (listed in alphabetical order by name
Donovan Adams, CFP®
- Chartered Wealth solutions in Port Elizabeth
Hardi Swart, CFP®
- Autus Private Clients in Western Cape
Hendrik Le Grange, CFP®
- Old Mutual Wealth in Kimberly
Janet Hugo, CFP®
- Sterling Private Wealth in Johannesburg
Louis van der Merwe, CFP®
- Wealthup in Western Cape
To make it to round two, entrants had to submit a detailed holistic financial plan, based on the FPI Financial Plan Guide
, as well as any supporting documentation relevant to the financial plan. Scoring was based on the six-step financial planning process and the documentation as evidence in the client’s file.
During the site visit (round two of the competition), currently underway, each entrant will be assessed on all aspects of compliance, practice management as well as client documentation and financial planning processes.
From the site visit scoring, the top three finalists will be chosen to go to round three where they will be required to present to a panel on a selected topic and questioned on a variety of industry trends, topics, technical information and legislative changes. Round three of the competition will be held at the FPI offices in Johannesburg at the end of July.
We wish all the entrants the best for round two and further!