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Tag Archives | FPI

winner

FPI awards – Winners announced

Last week, Hardi Swart was named the 2019 winner at the Financial Planning Institute’s (FPI) annual awards dinner on Wednesday night. Other awards, presented at the FPI’s gala dinner included the following, amongst others Gail Gibson of the Moonstone Business School: The Diversity and Inclusion Award, which recognises an individual’s efforts to foster diversity in […]

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trust

Earn 5 CPD hours – Register for “The Trust Dilemma”

In the absence of trust, no relationship can be sustained. Trust, therefore, forms the basis of any relationship. MBSE has developed a course to equip delegates with all the necessary tools and skills to establish, develop and maintain levels of trust in their relationships. The course is presented by Stefan Lessing, Executive Director at Tru-Heart […]

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awards

Mark MacSymon Financial Planner of the year

Mark MacSymon, a wealth manager at Private Client Holdings, was named the 2017 Financial Planner of the Year on Thursday. The award, presented by the Financial Planning Institute (FPI), is the highest accolade bestowed on financial planners in South Africa who are members of the FPI and hold the Certified Financial Planner accreditation. The two […]

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awards

FPI Financial Planner of the Year

We would like to add our congratulations to the following top eight entrants who have successfully advanced to the second round of this year’s FPI Financial Planner of the Year Award. Craig Torr, CFP® – Crue Invest (Pty) Ltd in Pinelands Dirk Groeneveld, CFP® – Client Care in Port Elizabeth Francois Le Roux, CFP® – […]

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awards

FPI 2016 Award winners announced

The Financial Planning Institute (FPI) of Southern Africa hosted its annual Awards Ceremony Gala Dinner on Monday night, where it recognised leaders in the financial planning profession for their outstanding level of professionalism and ethics. Each year, the Institute honours a CERTIFIED FINANCIAL PLANNER® professional with the FPI Financial Planner of the Year Award. The […]

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