The Financial Planning Institute of Southern Africa - Awards 2023

With the nominations for the Financial Planning Institute of Southern Africa (FPI) Awards 2023 officially open, the nominations for the Financial Planner of the Year (FPOTY) Award are gaining momentum.

Launched in 2000, the FPOTY Award is the most prestigious in the financial planning industry. It recognises South Africa’s top CFP^® professional – an extraordinary professional who exhibits ground-breaking ideas, consummate skill and unimpeachable ethics when dealing with clients.

The 2022 winner, Palesa Dube, CFP^®, exhibits these qualities and has been doing amazing and inspirational work since she was crowned, also playing a part in ensuring that representation in the sector is advanced and the profession remains relevant and accessible to all demographics – especially since, financial planning and advice has become increasingly holistic.

Palesa says “I encourage CERTIFIED FINANCIAL PLANNER^® 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”.

Winning the award also comes with many prestigious recognition activities, including one of the main highlights of the FPI Professional Convention. The reigning financial planner of the year will get to interact and engage with members in both a formal and informal way to share and exchange ideas.

The prominence that comes to the winner’s profile also goes a long way in creating a credible and successful career that will keep growing in leaps and bounds.

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

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 a 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)

Table bookings are also available, please e-mail to reserve now. events@fpi.co.za