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We are thrilled to announce that the 2025 FPI Awards are still open for entry! This is your golden opportunity to showcase your expertise, celebrate your achievements, and gain recognition in the financial planning profession. By participating, you will not only elevate your professional profile but also inspire excellence within the community.
The prestigious FPI Awards offer numerous categories, each designed to honor exceptional talent and contributions:
· Financial Planner of the Year: Acknowledge the best in financial planning and their innovative approaches.
· Professional Practice of the Year: Recognize outstanding practices that set the benchmark in the profession.
· It Starts with Me: Celebrate individuals who have made a personal impact in the financial planning profession.
· Diversity and Inclusion: Highlight those who promote and embody diversity within the profession.
· Harry Brews: Honor the legacy of Harry Brews with this special award.
· Top PCE Candidate: Applaud the top-performing candidates in professional competency examinations.
By entering or nominating a colleague for these awards, you join a prestigious circle of financial planning excellence. This recognition can significantly boost your career, expand your network, and position you as a leader in the profession.
The award winners will be crowned at a grand ceremony held at the prestigious Sandton Convention Centre on the 3rd of November 2025, offering a night of celebration, inspiration, and networking with the crème de la crème of the financial planning profession.
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The FPI Financial Planner of the Year competition was launched in 2000 for FPI members with the first winner being awarded at the Annual Convention Gala Dinner in 2001.
The competition has developed over time to include the assessment of financial plans prepared by the CFP® professional, a virtual site visit where a range of criteria is evaluated, thereby examining the financial planner’s competency, practice management skills, knowledge of the wider financial planning industry and the ability to be the spokesperson for the financial planning profession.
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.
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.
This award, launched in 2015, in line with the FPI It Starts with Me programme to recognise the CFP® professional who contributes, supports, and promotes the CFP® mark by:
- Entrenching the CFP® mark into their work life
- Investing in their personal brand
- Knowing their professional body
- Letting others know that they are a CFP® professional
- Volunteering
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The Diversity and Inclusion award recognises individuals whose commitment to diversity and inclusive excellence has made an impact on various ethnic groups, races and diverse cultures in a positive way.
Any person willing to demonstrate and act upon an intense desire to affect the diversity of the financial planning profession, including but not limited to:
· Raising awareness of the profession in diverse communities
· Serving diverse communities with financial planning
· Increasing professional opportunities for diverse communities within the financial planning profession.
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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 first President of the then, Institute of Life and Pensions Advisors (ILPA).
The award recognises an individual who has made life-long outstanding significant contributions to FPI through promoting the Institute and its marks and/or the financial planning profession in the areas of service to society, academia, training, government, media, or any other professional activities. They must also exemplify the FPI ethics principles of client first, integrity, objectivity, fairness, professionalism, competence, confidentiality, and diligence.
These awards date back to the Institute of Life and Pension Advisers (ILPA) when top students were awarded in the professional ILPA examinations. Due to the professional qualifications being administered by a number of educational institutions over the last few years, students were awarded in the categories of overall top candidate in the Postgraduate Diploma/B Com Honours in Financial Planning, the top candidate in the FPI Case Study (introduced in 2008) and the Advanced Postgraduate Diploma subjects.
In 2010, the awards were reviewed and in 2011 only the top candidate in the FPI competency examinations; namely the CFP® Professional Competency Examinations is recognised.
This award is not available for nomination. The Top PCE Candidate information will be provided by FPI Certification Department.
Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession. Submit your entries or nominations today and take a step towards shaping the future of the profession. For any enquiries, please contact Adele Whyte or Bhavisha Singh at awards@fpi.co.za.
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