The Financial Planning Institute (FPI) of Southern Africa, has recently announced the names of the top three CERTIFIED FINANCIAL PLANNER® professionals who progressed to the third and final round of the 2017 FPI Financial Planner of the Year competition.
The top three CFP® professionals who made it to the final round include:
|Francois Le Roux, CFP®|
Francois, graduated with a BA in Law from the University of Stellenbosch in 1986 and served for two terms on the residence committee at the University of Stellenbosch. He also served on the Pretoria Attorneys’ Association Company Law Committee for three years from 1997-1999. Francois was admitted as an attorney in 1991, and was a partner in a private legal practice in Pretoria until 2000. He, later joined Private Wealth Management as a financial planner in February 2001.
Francois has over 16 years’ experience in the financial planning profession.He is a proud mentor, mentoring aspiring financial planners as part of the FPI Mentorship Programme and was a finalist in the 2016 FPI Financial Planner of the Year competition.
|Janet Hugo, CFP®|
Janet has been in the financial services industry for more than 10 years, previously as a director of Hugo Capital and currently as a director of Sterling Private Clients. In 2006, she started and ran the Sunday Times Wealth Forum where she presented to over 150 members of the public on general topics of financial planning and investment management. Later, Janet hosted the Finance Week Wealth Forum, involving series of published articles and public presentations.
She has been actively involved with FPI since 2009 and was elected to chair the FPI Investment Competency Committee since 2010. In June this year, Janet was elected to the FPI Board of Directors as a non-executive director.
|Mark MacSymon, CFP®|
A finalist in the 2015 Financial Planning Institute's Financial Planner of Year competition, Mark has been recognised nationally for the quality of advice he provides to clients. Mark believes that life is the sum of (often difficult) decisions and is committed to making a difference to his clients’ lives by ensuring their financial security and prosperity.
An economist by profession and a wealth manager at Private Client Holdings, Mark believes that the most important attributes of the modern financial planning professional are impartiality, transparency and a commitment to service excellence.
In this final round, the three entrants will be required to present to a panel of judges on a selected topic and will be required to answer questions related to industry trends, topics, technical information and legislative changes.
The question now is, who will be presented with the award and named the 2017 FPI Financial Planner of the Year as well as be appointed as the FPI and CFP® professional brand ambassador? The winner of this prestigious award, as well as the winners for all other FPI awards, will be announced at the 2017 FPI Awards Ceremony Gala Dinner to be held on 19 October 2017 in Cape Town.
Book your seat HERE for this year's FPI Awards Ceremony Gala Dinner.