Janet Hugo is financial planner of the year
19 October 2018: Johannesburg
– Janet Hugo, a Certified Financial Planner (CFP) and director of Sterling Private Clients, has won the prestigious Financial Planner of the Year Award, presented annually by the Financial Planning Institute (FPI).
Hugo was named Financial Planner of the Year at the 2018 FPI Awards Ceremony & Gala Dinner in Sandton. About 250 financial planning professionals came together for the event, sponsored by Alexander Forbes.
Hugo, who is based in Hermanus, has been in the financial services profession for more than 12 years. She is a regular guest speaker on radio and TV and frequently contributes to articles for the press.
She has been a member of the FPI since 2009 and was elected to chair the FPI’s investment competency committee between 2010 and 2017, after which she served as a non-executive director of the FPI board for a short period.
The award, presented by the Financial Planning Institute (FPI), is the highest accolade bestowed on financial planners in South Africa. These planners are members of the FPI and hold the Certified Financial Planner accreditation.
The two runners-up were Hardi Swart
, a director of Autus Fund Managers, and Louis van der Merwe
, the co-founder and director of WealthUp (Pty) Ltd.
Hugo, who emerged ahead of the two other finalists in the competition, Hardi Swart and Louis van der Merwe, thanked the judges, as well as the previous winners, for giving her the courage to go on. “Thank you to the people who have inspired me. Many of you have charted a difficult path,” she said.
The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners, which serves the public by ensuring that people who carry the CFP® designation are qualified, experienced and professional. FPI has recently been approved by the South Africa Revenue Service (SARS) as a Recognised Controlling Body (RCB).
The Institute is also recognised internationally and is a founding, and a current affiliate member, of the international Financial Planning Standards Board Ltd (FPSB)
based in the USA, along with 25 other affiliate member countries who offer CFP® certification, the highest recognised professional designation worldwide for a financial planning professional. For more, visit www.fpi.co.za
or follow @FPISANews.