Anton Swanepoel

Anton Swanepoel is an industry expert with more than 29 years of experience in the financial
services industry. He is a former FPI Financial Planner of the year finalist and he serves on a
number of industry committees that aims to professionalise the financial planning industry.
Anton Swanepoel is a former Chairperson of the Financial Intermediaries Association (FIA) Financial Planning
Committee and a former Board member of the FIA. He also serves on the Expert Panel that
guides National Treasury on the Conduct of Financial Institutions Bill.
Anton holds a Master’s Degree in Mercantile Law and a Post Graduate Diploma in Financial
Planning from the University of the Free State, South Africa. Anton Swanepoel is the author and co-author of more than
twenty books and industry manuals on leadership, ethics, trust, business management,
financial planning, investment planning, and compliance. He is an accredited trainer on these
topics and a regular speaker at financial planning seminars and conventions. His publications
on Financial Planning, Leadership, Management, Ethics and Compliance include:

• The Trust Factor
• Invest like a pro
• Retire like a pro
• Comply like a pro
• Courageous Leadership
• The FIA Code of Conduct
• The Trust Factor in Schools
• The Trust Factor in Business
• Manage your practice like a pro
• Essential habits of trusted advisors
• The Six-step-process and compliance
• The fundamentals of FAIS compliance
• Captains & Coaches with Nick Mallett
• The Business Manual for Key Individuals
• Play your business like a pro with Gary Player
• Business lessons from the 2015 Rugby World Cup
• Protect you business like a Pro with Gerrit Viljoen
• The Code of Ethics for CFP® Professionals with Wouter Fourie CFP®

In 2013 Anton received the Cover Excellence Award for contribution in service to the Short-
term insurance industry, and in 2017 he received the Harry Brews’ Chairman’s Award from

the Financial Planning Institute of Southern Africa for his life-long, significant contributions to
the financial planning profession in the areas of service to society, academia, training,
government, and the media.