We are pleased to unveil the three FPI Professional Practices that have been shortlisted as finalists for the 2025 Professional Practice of the Year award.

Annual FPI Convention and Gala Awards Ceremony

With just under four weeks to go, anticipation builds for the annual Financial Planning Institute of Southern Africa (FPI) Convention, which will host the prestigious Gala Dinner and Awards Ceremony. At this signature event, the winner of this year’s FPI Professional Practice of the Year will be announced. The FPI is honoured to present the three outstanding finalists - Ascor Independent Wealth Managers, Consolidated Wealth Group, and Veritas Wealth, who have demonstrated exceptional commitment to professional standards and client service.

Details of the Award and Ceremony

The winner will be announced on 3 November 2025 at the Sandton Convention Centre in Johannesburg, during the Gala Dinner Awards Ceremony.

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. This event is widely covered by the media and well attended by key stakeholders such as regulators, educational providers, and other important industry role players.

The award honours and celebrates FPI Approved Professional Practices and seeks to confirm and communicate to the public and broader financial planning profession what these practices are all about. This is an opportunity to demonstrate innovation, professionalism, commitment to the practices’ clients and to the Financial Planning profession.

Meet the Finalists

Ascor Independent Wealth Managers

Ascor is a leading provider of independent, fee-based wealth management services, known for its client-centric approach, deep technical expertise, and commitment to ethical financial planning. The firm delivers comprehensive, tailored solutions that address the full spectrum of clients’ financial needs, from investment strategy and retirement planning to estate structuring and tax optimisation. Ascor’s strength lies in its ability to combine innovation with trusted advice, empowering clients to make informed decisions with confidence.

Consolidated Wealth Group

Consolidated Wealth Group is an independent wealth management and financial planning practice based in South Africa. The practice provides a comprehensive range of advisory services tailored to the unique needs of each client.

Veritas Wealth

Veritas Wealth is an independent, fee-based financial planning company focused on managing wealth. The team at Veritas Wealth believes in a ‘lifestyle’ approach to financial planning, viewing financial planning as a process that is often much more personal than purely financial. Advisers at Veritas Wealth are not incentivised to favour certain products over others or employed by providers to sell their products. As independent advisers, they remain objective and committed to recommending products that are best suited to their clients.

Additional Awards and Recognition

At the Awards Dinner, a range of additional prizes will also be presented in various competition categories, including:

• Financial Planner of the Year Award: Recognising the top CERTIFIED FINANCIAL PLANNER® entrant who exhibits the strongest financial planning skills; has fully incorporated the FPI’s Code of Ethics and Practice Standards into his/her financial planning practice and showcases excellent communication skills when it comes to tough industry-related discussions.
• Diversity and Inclusion Award: Recognising the individual who has shown tireless dedication to promoting diversity within the financial planning profession.
• Harry Brews Award: Honouring an extraordinary individual for unwavering and distinguished service to both the FPI and the broader financial planning profession.
• It Starts with Me Award: Celebrating a CFP® professional’s steadfast commitment to advocating for the CFP® certification.
• Top Candidate Award: Awarded to the candidate who achieved the highest performance in the FPI’s CFP® Professional Competency Examination

A Night to Remember

This exceptional Awards Ceremony remains a highlight of the annual calendar in financial planning. We look forward to your attendance as we celebrate the dedication and achievements of financial practitioners—an occasion not to be missed!

How to Attend

To purchase your ticket for the FPI Awards Ceremony Gala Dinner, email us at media@fpi.co.za or call +27 (0) 11 470 6000. For further information or queries, please visit the FPI website.