We are extremely proud to announce that Louis van der Merwe has been awarded the Financial Planner of the Year 2018 Finalist title, together with two industry colleagues.
This is the highest award a professional financial planner can achieve and it recognises the top professional financial planners in the profession. Only those who carry the Certified Financial Planner® Professional (CFP®) designation are eligible to enter and the aim of the competition is to reward the best of the best for their commitment towards the FPI’s vision – professional financial planning for all.
The competition consists of three gruelling rounds where all aspects of compliance, practice management, client documentation and the financial planning processes are judged. The judges’ opinion on the gravitas of the individual entrant’s client proposition and his/her capacity to represent both a profession plays a vital role in the assessment.
We believe that this award shows our continued commitment to provide our clients with professional, unbiased advice. Let the celebrations begin!