Hatstone’s Sanmari Crous qualifies as a CERTIFIED FINANCIAL PLANNER® Professional

Sanmari Crous has recently qualified as a CERTIFIED FINANCIAL PLANNER® Professional with the Financial Planning Institute of South Africa (FPI). This achievement comes after successfully completing a post-graduate diploma in Financial Planning at the University of Free State in 2018, which she passed with distinction, and sitting the professional competency exam in February this year.

The CFP® designation is the premier financial planning accreditation in the world and is recognised in 26 different countries. In 2019, it is estimated that South Africa had approximately 100,000 financial advisors, of which only 4,881 of them were CERTIFIED FINANCIAL PLANNER® professionals, accounting for less than 5% of the industry.

Although Sanmari does not intend to enter the traditional financial planning industry, she says becoming a CFP® Professional was worth it. Sanmari believes that applying the knowledge and skills she has gained on the broader aspects of financial planning, especially in the context of cross-border planning and structuring in the private client industry, enables her to provide a more holistic service to clients.

Contributing Advisors