“We believe that hard work deserves to be rewarded, and that’s why we make sure that we recognise the outstanding achievers in the financial planning industry annually,” according to the Financial Planning Institute of Southern Africa (FPI). On Tuesday night, at a gala dinner that formed part of the FPI’s Professional Digital Convention, the 2020 award winners were announced.
Each year, the FPI honours a Certified Financial Planner® professional with the FPI Financial Planner of the Year Award. The award is described as “the industry’s equivalent of the Oscars.” Launched in 2000, this award is one of the most prominent projects undertaken by FPI. The winner of the 2020 Financial Planner of the Year Award is Hester van der Merwe CFP®.
Other winners include:
FPI Approved Professional Practise of the year Award winner (inaugural award) - BDO Wealth Advisers (Pty) Ltd
Harry Brews' Award for 2020 - Caroline Da Silva of the FSCA
Diversity and Inclusion Award - Didintle Mokonoto, CFP®
FPI “It Starts with me” award - Francois du Toit CFP®
Professional Competency Examination Award - Brandon Else CFP®
Congratulations to all the winners who set the standard we should all strive towards.
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The investment manager's bias towards particular shares that dominate the returns of the portfolio. Examples of investment styles are portfolios that concentrate on small companies, large companies, Value shares, Growth shares, emerging companies, blue-chip shares etc.