To enter or to nominate a fellow colleague,go to www.fpi.co.za/annual-awards/
2025 Professional Practice of the Year AwardThe FPI Professional Practice of the Year competition was first launched in 2020 where the winner wasannounced at the prestigious FPI Annual Convention Gala Dinner.The competition has been developed to include an initial desktop audit and a site visit where a range ofcriteria is evaluated such as the practice’s practice management abilities, skills and overall knowledge andpractice of holistic financial planning. The desktop audit and site audit results are then evaluated byexecutives and CFP ® -professionals from the FPI in order to determine the winner.Entries close: 30 th of June 20252025 Diversity and Inclusion AwardThe Diversity and Inclusion Award recognises an individual whose commitment to diversity and inclusiveexcellence has impacted South Africa’s varied ethnic groups, races, and cultures in a positive way. Ourprimary aim as the Financial Planning Institute of Southern Africa (FPI) is to engender a community thatfosters the value of financial planning and advances in the financial planning profession. The FPI’sstrategy includes actively encouraging those who advance the financial planning process.Entries close: 10 th of October 20252025 Harry Brews’ AwardThe Chairman’s Award was introduced in 2010 and in 2013 was renamed the Harry Brews’ Award inhonour of Harry Brews – who transformed South Africa’s life assurance industry. The Award recognises anindividual who has made an outstanding TH lifelong contribution to the FPI by promoting the Institute and itsmarks and/or the financial planning profession in society, academia, training, government, media, or anyother professional sphere. The winner must also exemplify the FPI ethics principles of client first, integrity,objectivity, fairness, professionalism, competence, confidentiality, and diligence.Entries close: 10 th of October 20252025 It Starts with Me AwardThe It Starts with Me Award, launched in 2015 in conjunctionwith the FPI It Starts with Me programme, recognises theCFP ® professional who contributes tirelessly to promoting theCFP ® certification. This person entrenches the CFP ® mark intheir work and life, invests in their personal brandby letting others know they are a CFP ® professional andalso volunteers where required.Entries close: 10 th of October 2025
Elevate your FinancialPlanning Care
BLUECHIPPRACTICE MANAGEMENT | Compl
BLUECHIPPRACTICE MANAGEMENT | Compl
You’re in theright place foryour
Loading...
Loading...