The Financial Planner of the Year Award, which recognises the top professional planner in South Africa, is open to financial planning professionals with the Certified Financial Planner accreditation who are members of the FPI.
The winner of the 2017 award will be announced at the FPI awards ceremony and gala dinner to be held in October in Cape Town as part of the FPI Professionals Convention.
Entrants must complete and submit the entry form and a portfolio of evidence that includes a detailed financial plan, with supporting documents.
There are three stages in the competition:
- Submit a comprehensive financial plan of an existing client;
- A site visit and an audit of the practice; and
- A panel interview.
For more information, email [email protected] or call 011 470 6000.