The Financial Planning Institute of Southern Africa (FPi) has announced PPS, Momentum and Alex Forbes Financial Planning Consultants as the three finalists for the 2026 FPi Recognised Corporate Partner of the Year Award.
The award recognises a Corporate Partner that demonstrates an exceptional commitment to advancing professional financial planning through active collaboration with FPi, support for professional and ethical standards, investment in professional development and meaningful engagement with the FPi Corporate Partner value proposition.
The finalists were identified through a comprehensive assessment of their engagement across professionalisation, certification pathways, mentorship, continuing professional development, events and sponsorship, active partnership use, public-good contribution and commitment to FPi regulations and professional standards.
The 2026 finalists PPS
PPS has been recognised for its sustained, wide-ranging engagement with FPi, including support for flagship events, professional development and educational initiatives, as well as consumer education for its staff. Its active use of the Corporate Partner relationship reflects a strong commitment to creating opportunities for financial planners and advisers, strengthening professional capability and supporting initiatives that benefit both the profession and consumers. Momentum
Momentum has earned finalist status through broad and recurring participation in FPi initiatives. Its involvement spans professional development, industry events, sponsorship, speaking opportunities for FPi and activities that contribute to the profession and the public good. This continued engagement reflects a partnership that extends beyond membership and supports the growth of trusted professional financial planning. Alexforbes Financial Planning Consultants
Alexander Forbes has been recognised for its strong commitment to professionalisation, adviser development and professional standards. Its focus on professional designations,
certification pathways, mentorship and continuing professional development demonstrates meaningful alignment with FPi’s objective of building a capable, ethical and future-ready financial planning profession.
Why Corporate Partners matter
FPi Recognised Corporate Partners play an important role in advancing the financial planning profession. By investing in professional designations, adviser development, continuing professional development, mentorship, events, consumer education and public-interest initiatives, these Financial Institutions help strengthen professional standards and expand access to trusted financial planning and advice.
“Strong professions are built through partnerships that are active, purposeful and focused on the future. PPS, Momentum and Alexforbes Financial Planning Consultants have each demonstrated a meaningful commitment to professional excellence, development and the broader financial planning community. We are proud to recognise them as our 2026 finalists and thank them for the different ways in which they support FPi and the profession,” says Lelané Bezuidenhout, CFP®, Chief Executive Officer of FPi.
Winner to be announced at FPi Professionals Gala Dinner
The 2026 FPi Corporate Partner of the Year will be announced at the FPi Awards Ceremony and Gala Dinner on 7 October 2026, during the FPi Professionals Convention at the Century City Conference Centre in Cape Town.
The Convention takes place on 7 and 8 October 2026 and is FPi’s flagship annual gathering of financial planning professionals, bringing together practitioners, industry leaders and experts to engage on the issues shaping the future of the profession and the financial services industry
The awards will be announced at:
2026 FPi Professionals Convention
When: 7-8 October 2026
Where: Century City Conference Centre, Cape Town
Key event: FPi Awards Ceremony and Gala Dinner – 7 October 2026
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