Anton Swanepoel, CFP®

Anton Swanepoel is an industry expert with more than 26 years of experience in the financial services industry. He is A CERTIFIED FINANCIAL PLANNER® professional and a former Financial Planning Institute of Southern Africa’s (FPI) Financial Planner of the Year finalist. Anton has obtained a Master’s Degree in Mercantile Law (FAIS) from the University of the Free State and is the author of 17 books and industry manuals on leadership, ethics, trust, compliance, practice management and investment planning. With the assistance of a group of industry professionals, he also published the industry’s first white paper on risk profiling in 2014.

Anton served on both the FPI Certification and Practice Standards Committees and currently serves as the vice-chairperson of the Financial Planning Committee of the Financial Intermediaries Association of Southern Africa (FIA). He served as the alternate member of the Treating Customers Fairly (TCF) Steering Committee and the TCF Product Disclosure Workgroup and currently serves as an alternate member of the Market Conduct Regulatory Framework Steering Committee.

Anton, in his capacity as a trainer, is recognised as an FPI CPD Approved Provider and has acted as a speaker on a number of FPI Professional Conventions since 2002. In 2013 he received the Cover Excellence Award for his contribution in service to the short-term insurance industry. He is the co-founder and executive director of Amity Wealth (Pty) Ltd, an independent network for FSPs and Cutting Edge Training and Consulting (Pty) Ltd.