Exceptional performance recognised through the 2015 FPI Financial Planner of the Year accolade

The Financial Planning Institute of Southern Africa (FPI) is inviting members to enter its coveted, annual FPI Financial Planner of the Year competition.

“In support of FPI’s commitment to improving the quality of professional financial planning for all, this award recognises the most proficient professional financial planner in the industry.  The judging criteria is rigorous and examines the professional’s level of expertise and commitment to their clients,” says Godfrey Nti, CEO at FPI - the only institution in South Africa licenced to offer the CERTIFIED FINANCIAL PLANNER® designation / CFP® designation. 

Judged by an independent panel of industry experts, academics and the FPI Board of Directors, the award is the highest industry accolade achievable by a professional financial planner.  Entrants will have the opportunity to demonstrate their expertise, which is evaluated as follows:

• Round 1 - A portfolio of evidence which will include a detailed financial plan prepared by the CFP® professional and the completion of a Business Assessment Tool;

• Round 2 - An assessment during the judging panel’s site visit to assess the entrant’s practice based on all aspects of compliance, practice management and financial planning processes; and 

• Round 3 - A panel interview, this assesses the entrant’s competency, practice management skills and knowledge of the wider financial planning industry. 

2014 FPI Financial Planner of the Year winner, Peter Hewett, CFP® said; “The FPI Financial Planner of the Year title is indeed the greatest industry honour that one can receive.  My win has provided me with an excellent opportunity to further raise the profile of CFP® professionals and that of the financial planning industry. 

From a personal perspective, the recognition has enhanced my level of professional success by elevating my profile among my clients and industry peers.  As the winner becomes a brand ambassador for FPI and the CFP® mark, the media exposure is significant.  In addition to this, the title enables me to promote my practice through various corporate and public speaking events.” 

The 2015 FPI Financial Planner of the Year winner, as well as runners-up, will be announced at the FPI Professionals Convention Gala Dinner on Wednesday, 24 June 2015 at the Sandton Convention Centre.  Entries for the competition must be submitted to FPI by close of business on Friday, 13 March 2015.  

To enter, visit the FPI website (www.fpi.co.za), or call FPI on 086 1000 FPI (374) or 011 470 6000, or email [email protected].