The first annual PlanPlus Global Financial Planning Awards are now open for submissions, Lindsay, Ont.-based PlanPlus Inc. says.
As a long-time supporter of the financial planning profession globally, software provider PlanPlus is sponsoring the competition to showcase the best comprehensive financial plan in each of three regions: the Americas, Europe and Asia.
Submissions, which are due July 31, must be based on a comprehensive holistic plan presented to a client. A panel of five international judges for each region will conduct adjudication of the entries. Judging will be based on more than 20 separate criterion from numerical accuracy to benefits to the client.
When advisors pre-register to participate, they will receive a copy of the scoring rubric that the judges will use for the six finalists.
“We have had the most competitors pre-registered from the Asia region, but it is not too late for planners from anywhere in the world to enter the competition which closes on July 31,” says best practices expert and competition chair John Page. “As an advisor, just imagine announcing to your clients that you won a global financial planning award!”
The three winners will receive an expense paid trip to the FPA (Financial Planning Association) 2013 Transform Your World convention to be held Orlando, Fla on October 19-21, where they each will be presented their award.
For entry and full competition details go to www.planplus.com/globalawards.