Enter the 2019 FPI Awards

It’s that time of the year again: The 2019 Financial Planning Institute of Southern Africa Awards are officially open for entry.

By hosting the awards ceremony, the FPI seeks to recognise excellence in the financial planning profession.

“This prestigious event acknowledges outstanding certified financial planners from across South Africa,” says FPI chairman Ntai Phoofolo. “We look forward to celebrating with all the winners, including the 2019 Financial Planner of Year, who will become the new FPI Ambassador.”

Eligible financial planners can enter in various categories, outlined below:

Financial Planner of the Year Award

This is the big one! Launched in 2000, it’s the most prestigious award in the industry and seeks to recognise the top CERTIFIED FINANCIAL PLANNER® during the year in question, who has demonstrated innovation, professionalism and commitment to their clients.

Entries must reach the FPI by 3 May 2019.   

Harry Brews Award

The Harry Brews Award, previously the Chairman’s Award, was introduced in 2010 to honour a remarkable individual who has served the FPI over a lifetime, promoting the Institute and its impact. The award can also recognise an individual who has made significant contributions to the financial planning profession in general, in the areas of service to society, academia, training, government, media or other professional activities.

The closing date for nominations is 3 May 2019.

It Starts with Me Award

The award recognises a CERTIFIED FINANCIAL PLANNER® who works tirelessly to promote the CFP® certification. Such a 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.

The closing date for nominations is 3 May 2019.

Top Candidate Award

This award recognised the top-performing candidate in the FPI’s CFP® Professional Competency Examination, selected from the August 2018 and February 2019 examinations. The winning candidate must have obtained his or her underlying Postgraduate Diploma in Financial Planning or B Com Honours in Financial Planning at one of the FPI’s recognised educational providers.  

Diversity and Inclusion Award

The Diversity and Inclusion Award is open to any person who is passionate about fostering diversity in the financial planning profession. This includes but is not limited to raising awareness about the profession in diverse communities; serving such communities with financial planning and increasing professional opportunities for people from these communities.

Submissions must be completed by 3 May 2019.

For detailed descriptions of each category, eligibility requirements, and to download entry forms, visit www.fpi.co.za

For more information, contact 011 470 6000 or email awards@fpi.co.za