High calibre financial advisors are the future

17 August 2006 Protactic Strategic Communications

Andrew Delmont, a Certified Financial Planner for Liberty Life recently achieved top results in two of the four subjects in the extremely tough Certified Financial Planner (CFP) exams run by the University of the Free State.

Considering the fact that recent CFP examinations saw 1 128 people writing and only just over three hundred gaining the required pass rate to be invited to register as CFP professionals, Andrew who came second overall, has something to be proud of!

The CFP designation can only be used by those who have successfully completed a Post Graduate Diploma in Financial Planning. The Financial Planning Institute (FPI) can then grant the CFP if a graduate applies for membership with the FPI.

"Liberty Life uses a training programme approved by the FPI because we will not compromise our standards. We can therefore be assured that the Liberty Life financial advisor is more than adequately educated in the industry, has up to date knowledge of industry trends and most of all deals with clients in a professional manner", states Bobby Malabie, Executive for Sales & Distribution Liberty Life.

Andrew Delmont was awarded Top Candidate for the subject - Financial Planning Environment, for which Liberty Life sponsors the prize, as well as top candidate for the Financial Planning Personal Paper.

The CFP has been established world-wide based on Personal Finance, Financial Planning and Corporate Assurance Environment to ensure the ongoing competency and ethics of the financial advisory profession as well as protect the consumers.

Once certified, CFP professionals are required to complete professional development courses each year in order to maintain their ongoing competency and adhere to a rigorous code of ethics and set of practice standards.

"Liberty Life is proud to be associated with this calibre of Financial Advisor" concludes Malabie.

Quick Polls


How confident are you that insurers treat policyholders fairly, according to the Treating Customers Fairly (TCF) principles?


Very confident, insurers prioritise fair treatment
Somewhat confident, but improvements are needed
Not confident, there are significant issues with fair treatment
fanews magazine
FAnews June 2024 Get the latest issue of FAnews

This month's headlines

Understanding prescription in claims for professional negligence
Climate change… the single biggest risk facing insurers
Insuring the unpredictable: 2024 global election risks
Financial advice crucial as clients’ Life policy premiums rise sharply
Guiding clients through the Two-Pot Retirement System
There is diversification, and true diversification – choose wisely
Decoding the shift in investment patterns
Subscribe now