I hope you are coming to terms with the new normal and are still finding a way to add value to your clients lives. Here at the FPI we have found a really nice remote-working groove.
With the significant events that have been occurring in South Africa s financial terrain, I thought you might benefit from a reminder that with the exception of the Financial Planner of the Year Award there is still time to enter the 2020 FPI Professional awards.
Winning an FPI award is a surefire way to boost your professional standing and attract new clients. Even being chosen as a finalist will go a long way towards future proofing your business.
You cannot win it if you not in it.
While we are already interviewing candidates for the Financial Planner of The Year, all other categories are still open. Whether you have your sights set on the FPI Approved Professional Practice Award, the Diversity and Inclusion award or the It Starts with Me award, enter now before its too late.
The 2019 awards season yielded the strongest entries we have ever received, and we have even higher hopes for 2020. All winners, including the Financial Planner of The Year, will be announced at the Gala Dinner on the 27th of October 2020.
Find the right award for you.
Diversity and Inclusion Award.
The award is open to anyone who is passionate about fostering diversity in the financial planning profession. It includes raising awareness of the profession in diverse communities, serving these communities with financial planning services and increasing professional opportunities for people from these communities.
Harry Brews Award.
Previously the Chairmans Award, this award was introduced in 2010 to honour a remarkable individual who has served the FPI and the financial planning profession over a lifetime.
It Starts with Me Award.
The award recognises a CERTIFIED FINANCIAL PLANNER who works 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 that they are a CFP professional, and volunteers where required.
FPI Approved Professional Practice Award.
Recognising that successful financial planning is always a team effort, this brand-new award acknowledges the stellar performances of an entire financial planning practice. Winning this award will elevate your practice s standing in the eyes of colleagues, clients and media alike. Only FPI-approved practices may apply.
Top Candidate Award.
The award recognises the years top-performing candidate in the FPI CFP Professional Competency exam. The winning candidate must have obtained their Postgraduate Diploma in Financial Planning or BCom Honours in Financial Planning at one of the FPIs select education providers. Winners of this award tend to go on to have successful careers in financial planning.
FROM THE HORSES MOUTH.
Entering the 2020 awards is the best marketing decision you will ever make. But do not take it from us. Take it from this past winner.
"When we won, the effect on existing clients alone was extraordinary. They were so proud of us and of their own decision to choose us. Additional business, referrals and public engagements followed. In the years that have passed, we are still living off the title." Barry O Mahony, Financial Planner of the Year 2013
HOW TO ENTER
For a detailed description of each category, eligibility requirements, and to download the entry forms, click here.
For more information, contact +27 11 470 6000 or email awards@fpi.co.za.
If you have not entered, do so now.
Stay safe,
Lelane Bezuidenhout, CFP
CEO.
Financial Planning Insitute NPC
84 Sophia Street (Cnr 11th Avenue)
Fairland 2170
+27 11 470 6000
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