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The 2022 Financial Planning Institute of Southern Africa Annual Awards are open for entry

04 April 2022 Financial Planning Institute of South Africa (FPI)

The 2022 Financial Planning Institute of Southern Africa Annual Awards are open for entry.

On 19 October 2022, the Financial Planning Institute of South Africa (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 Southern Africa and Professional Practices that demonstrate innovation, professionalism, and commitment to their clients and the Financial Planning profession.

Members of the FPI and the general public 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 the most prestigious Award in the industry. It recognises the country’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients.

“Winning the FPI Financial Planner of the Year award has been a rewarding and humbling experience, yet it has been an amazing journey that benefited our financial planning practice and me in more ways than I could ever have imagined. Therefore, I would encourage you to approach the process with an open mind. The competition will force you to consider all aspects of your financial planning practice, enhancing your overall offering to your clients, “Ryan McCaughey, CFP®, Director at Hewett Wealth Pty Ltd.

The 2022 FPI Annual Awards presents a new application process for the prestigious Financial Planner of the Year Award. A public member can now nominate a CFP® professional for the Financial Planner of the Year Award. This change in the process increases the notoriety and transparency of the Award, highlighting the importance of the CFP® professional as a service profession.

To nominate or enter the Financial Planner of the Year Award go to www.fpi.co.za

Financial Planner of the Year Award – Entries close on Monday, 23 May 2022.

Professional Practice of the Year Award

The FPI Professional Practice of the Year competition was launched in 2020. The award honours and celebrates FPI Approved Professional Practices and seeks to highlight what these practices are all about to the public and the broader financial planning profession. This is an opportunity for practices to demonstrate innovation, professionalism, and commitment to their clients and the Financial Planning profession.

To nominate or enter the Professional Practice of the Year Award go to www.fpi.co.za

Professional Practice of the Year Award – Entries close on Monday, 23 May 2022.

Diversity and Inclusion Award

Our primary aim as the Financial Planning Institute of Southern Africa is to engender a community that fosters the value of financial planning and advances in the financial planning profession. The Institute’s strategy includes actively encouraging those who advance the financial planning process. This Award recognises an individual whose commitment to diversity and inclusive excellence has impacted South Africa’s many ethnic groups, races, and cultures positively.

To nominate or enter the Diversity and Inclusion Award go to www.fpi.co.za

Diversity and Inclusion Award – Entries close on Tuesday, 02 August 2022

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 Award recognises an individual who has made an outstanding lifelong contribution to the FPI by promoting the Institute and its marks and/or the financial planning profession in society, academia, training, government, media, or any other professional sphere. The winner must also exemplify the FPI ethics principles of client first, integrity, objectivity, fairness, professionalism, competence, confidentiality, and diligence.

To nominate or enter the Harry Brews Award go to www.fpi.co.za

Harry Brews Award - Nominations close on Tuesday, 02 August 2022

It Starts with me Award

This Award, launched in 2015 in conjunction with the FPI It Starts with Me programme, recognises 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 they are a CFP® professional, and volunteers where required.

To nominate or enter It Starts with me Award go to www.fpi.co.za

It Starts with me Award – Nominations close on Tuesday, 02 August 2022

The Financial Planning Institute of Southern Africa FPI 2022 Annual Awards showcases South Africa’s best in the industry and raises the new and up and coming talent in the Financial Planning and advice space.

Join the FPI for the 2022 Annual awards and take part in the process by nominating or entering the awards. For more information on the awards or the FPI, visit www.fpi.co.za or phone +27 11 470 6000

Quick Polls

QUESTION

A recent discussion on the ‘successful intermediary of tomorrow’ offered some tips to help financial and risk advice practices to thrive through 2022 and beyond. Which of the following do you think will give your practice an edge over the competition?

ANSWER

Achieving cost and scale through digitalisation
Offering customisable product solutions to meet customers’ unique needs
Specialising in one advice discipline only
All of the above
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