Apply for financial planning awards

By Staff | June 4, 2014 | Last updated on June 4, 2014
1 min read

Entry is open for the second annual PlanPlus Global Financial Planning Awards.

The competition will recognize three advisors from the Americas, Europe and Asia who have contributed to the field. Competitors must submit a comprehensive financial plan that they’ve already presented to a client.

Read: Help clients’ kids find scholarship money

Five international judges will analyze the financial plans based on quality of work and benefit to the client.

The winners will get a trip to FPA’s annual conference, which will be held in Seattle in September. That includes airfare, a stay in a five-star hotel, and conference admission.

Read: One-up your client’s other advisor

Apply here.

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.