Enter the 2023 FPI Financial Planner of the Year Award competition to elevate your financial planning career

Are you a committed and innovative CERTIFIED FINANCIAL PLANNER^® professional in good standing looking to accelerate your career and get a chance to play a more influential role in the advancement of the financial planning profession? Then, this is your chance to raise your hand and showcase your commitment and dedication to the profession and the clients.

The Financial Planning Institute of Southern Africa (FPI) is inviting you to enter the 2023 FPI Financial Planner of the Year Award competition. You will have an opportunity to rub shoulders with other committed and dedicated CFP^® professionals from across the country, in the quest to be recognised as the supreme financial planner in South Africa. This will be your opportunity to demonstrate innovation, professionalism, and commitment to your clients and to the profession.

The winner of the competition will be announced at the 2023 FPI Annual Awards Ceremony and Gala Dinner taking place on 14 November at the Sandton Convention Centre, Johannesburg. The new reigning financial planner will be awarded with the FPI Financial Planner of the Year trophy and a certificate and be appointed as the FPI and CFP^® professional brand ambassador and receive media training to perform the role of the FPI’s media spokesperson.

As the winner you will also be profiled by the awards media partner, in the FPI Awards supplement, FPI website and other media as well as receive benefit from ongoing significant exposure in the media during your tenure. In addition, you will also receive a return economy air ticket and attendance costs to attend an international financial planning conference of your choice (excluding accommodation and VISA costs).

The 2022 winner, Palesa Dube, CFP^®, says “I encourage CFP^® professionals to enter the competition because, if anything, it gives you the opportunity to revisit your financial planning process and assess it against the benchmark set by the FPI.  We can attest to how incorporating these learnings into our processes, reporting and documentation has further elevated the standard of our work. More than anything, it has given our practice the confidence to continue on our growth journey with the assurance that our value proposition and approach to financial planning are sound”.

Don’t miss this opportunity to take your financial planning career to new and higher heights.

CFP^® Professional Members of the FPI are invited to enter the Financial Planner of the Year award. The general public can also nominate individuals for the various awards. Click on the link below for more information.

Note, the 2023 Financial Planning Institute of Southern Africa awards entry and nomination process closes on the 30 of June 2023, so enter or nominate a professional now.  

Click here to enter or nominate

Click here to view other award categories

Book for the 2023 Awards and Gala Dinner

The prestigious event is taking place in November 2023. The Winners of the various award categories will be announced on the evening, along with networking opportunities and profiling of key industry players in media the next day.

Register now and join-us for an evening where we honour industry captains and individuals who have made a difference in the profession.

Event Details:

Venue: Sandton Convention Centre

Date: 14 November 2023

Time: 18h00 - 22h00

Cost: R 1 000.00 (vat inclusive)

Book Now

Table bookings are also available, please e-mail events@fpi.co.za for more information on how to book.