FPI announces finalists for Financial Planner of the Year award
The winner will be announced at a gala dinner on 14 November.
A cyberattack not only removed his account from his tax practitioner’s profile but also led to an erroneous VAT refund being paid back to SARS.
Read moreThe winner will be announced at a gala dinner on 14 November.
Clients who are advised by a Certified Financial Planner® professional report the highest level of financial security and well-being.
The theme of this year’s convention reflects how the recent past will inform the future, accelerating the use automation, open AI, and digital evolution in financial planning.