About The Competition

FPI/Personal Finance Financial Planner of the Year Competition

The Financial Planner of the Year Award is the highest accolade a professional financial planner can obtain. Jointly sponsored by the Financial Planning Institute of Southern Africa and Personal Finance magazine, the adjudication process starts with the completion of an application form which includes a sample case study submitted by the applicant. The competition consists of 3 rounds (case study, site visit and panel interview) during which entrants must qualify to go through to each round. Independent judges range from academics, industry experts and FPI Board members who participate in each round.  The finalists and overall winner are announced at the FPI Annual Convention Gala Dinner.

CLICK HERE to read the FPI Code of Ethics
CLICK HERE to view details of the 2010 Winner, NATASJA NORVAL HART.
For more information visit www.fpi.co.za

Consolidated Financial Planner of the Year Awards

Natasja Norval Hart CFP®
2010 Financial Planner of the Year WINNER

Alec Riddle CFP®
2009 Financial Planner of the Year WINNER

Craig Kiggen CFP®
2006 Financial Planner of the Year WINNER
2005 Financial Planner of the Year RUNNER UP
2004 Financial Planner of the Year FINALIST

Paul Leonard CFP®
2006 Financial Planner of the Year RUNNER UP
2002 Regional Winner

Colin Long CFP®
2002 Financial Planner of the Year FINALIST