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10 months ago

Blue Chip Issue 83

  • Text
  • Fpi
  • Hollard
  • Liberty
  • Offshore investing
  • Equity
  • Outsurance
  • Financial planning
  • Financial
  • Financialservices
  • Investing
  • Advisor
  • Planner
  • Momentum
  • Global
  • Coaching
  • Professionals
  • Investors
  • Investments
  • Funds
Blue Chip Journal is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip is a quarterly journal for the financial planning industry. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Visit Blue Chip Digital: https://bluechipdigital.co.za/

It’s that time of the

It’s that time of the year again The 2022 Financial Planning Institute of Southern Africa Annual Awards are open for entry. On 19 October 2022, the Financial Planning Institute of Southern Africa (FPI) will be hosting the prestigious awards ceremony where excellence in the financial planning profession is recognised. This event endeavours to acknowledge extraordinary CERTIFIED FINANCIAL PLANNERS® from across Southern Africa and professional practices that demonstrate innovation, professionalism and commitment to their clients and the financial planning profession. Members of the FPI and the public are invited to enter or nominate people in the categories below. FINANCIAL PLANNER OF THE YEAR AWARD This award was launched in 2000 and is the most prestigious award in the industry. It recognises the country’s top Certified Financial Planner®: a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. “Winning the FPI Financial Planner of the Year award has been a rewarding and humbling experience, yet it has been an amazing journey that benefited our financial planning practice and me in more ways than I could ever have imagined. Therefore, I would encourage you to approach the process with an open mind. The competition will force you to consider all aspects of your financial planning practice, enhancing your overall offering to your clients,” says winner of the 2021 FPI Financial Planner of the Year, Ryan McCaughey, CFP®, Director at Hewett Wealth. PUBLIC CAN NOW NOMINATE THE FP OF THE YEAR The 2022 FPI annual awards presents a new application process for the prestigious Financial Planner of the Year Award. A public member can now nominate a CFP® professional for the award. This change in the process increases the notoriety and transparency of the award, highlighting the importance of the CFP® professional as a service 70 www.bluechipdigital.co.za

about to the public and the broader financial planning profession. This is an opportunity for practices to demonstrate innovation, professionalism and commitment to their clients and the financial planning profession. To nominate or enter the Professional Practice of the Year Award go to www.fpi.co.za. Professional Practice of the Year Award – Entries close on Monday, 23 May 2022. DIVERSITY AND INCLUSION AWARD Our primary aim at the Financial Planning Institute of Southern Africa is to engender a community that fosters the value of financial planning and advances in the financial planning profession. The Institute’s strategy includes actively encouraging those who advance the financial planning process. This award recognises an individual whose commitment to diversity and inclusive excellence has impacted South Africa’s many ethnic groups, races and cultures positively. To nominate or enter the Diversity and Inclusion Award go to www.fpi.co.za. Diversity and Inclusion Award – Entries close on Tuesday, 02 August 2022. HARRY BREWS AWARD The Chairman’s award was introduced in 2010. In 2013, the FPI renamed the award in honour of Harry Brews, the man who transformed South Africa’s life assurance industry. The award recognises an individual who has made an outstanding lifelong contribution to the FPI by promoting the Institute and its marks and/or the financial planning profession in society, academia, training, government, media or any other professional sphere. The winner must also exemplify the FPI principles of client first, integrity, objectivity, fairness, professionalism, competence, confidentiality and diligence. To nominate or enter the Harry Brews Award go to www.fpi.co.za. Harry Brews Award – Nominations will close on Tuesday, 02 August 2022. profession. To nominate or enter the Financial Planner of the Year Award go to www.fpi.co.za. Financial Planner of the Year Award – Entries close on Monday, 23 May 2022. PROFESSIONAL PRACTICE OF THE YEAR AWARD The FPI Professional Practice of the Year competition was launched in 2020. The award honours and celebrates FPI approved professional practices and seeks to highlight what these practices are all IT STARTS WITH ME AWARD This award, launched in 2015 in conjunction with the FPI It Starts with Me programme, recognises the CFP® professional who contributes tirelessly to promote the CFP® certification. This person entrenches the CFP® mark in their worklife, invests in their personal brand by letting others know they are a CFP® professional and volunteers where required. To nominate or enter the It Starts with Me Award go to www.fpi.co.za. It Starts with Me Award – Nominations will close on Tuesday, 02 August 2022. The Financial Planning Institute of Southern Africa FPI 2022 Annual Awards showcases South Africa’s best in the industry and raises the new and up-and-coming talent in the financial planning and advice space. Join the FPI for the 2022 annual awards and take part in the process by nominating or entering the awards. For more information on the awards or the FPI, visit www.fpi.co.za or phone +27 11 470 6000.

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