Autus represented at prestigious financial planner of the year awards
Updated: Oct 15, 2019
The Financial Planning Institute of Southern Africa annually hosts the South African Financial Planner of the Year Awards. The highest award a professional financial planner can achieve, and it recognises the top professional financial planner in the profession.
It is an award that is not given lightly and puts entrants under some extreme scrutiny. Only those who carry the Certified Financial Planner® Professional (CFP®) designation are suitable to enter. The nominees go through a rigorous process consisting of three rounds each round testing their ability to truly add value to their clients. The judges study every aspect of a planner’s practice, from how they establish relationships with clients to whether they adhere to health and safety regulations.
We are extremely proud to announce that Hardi Swart CFP® was a Top-three finalist in the 2018 awards. We believe that this award recognises our continuous commitment to provide our clients with professional, unbiased advice. We are continuously seeking innovative ways of exceeding expectations.
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