PlanPlus announced, this week, the launch of its Canada National Financial Planning Awards competition. In its second year, this competition aims to recognize Canada’s top planners.
The Canadian winners will first be recognized at the 15th annual Canadian Institute of Financial Planners (CIFPs) in Ottawa. From there, they will move on to the PlanPlus Global Financial Planning Awards competition, where the national champion will compete against planners from North and South America. The sponsors of the competition are the CIFPs, the Institut Québécois de Planification Financière and the Institute of Advanced Financial Planners.
International panel of expert judges
All Canadian financial advisors with professional designation, good standing with a financial planning association and run their practices up to fiduciary standard are eligible to compete. They are required to submit an actual client’s plan of theirs which protects the confidentiality of the client. Once submitted, an international panel of expert judges reviews all the plans, and chooses winners based on over 20 selection criteria to determine which plan is best for the client.
Articulate value proposition to clients
“The PlanPlus competition last year helped me focus on identifying the true value that I bring to clients,” said Conrad Toner of True North Retirement Council, 2016 Canadian and Global winner of the competition. “While this was personally rewarding, from a business perspective it allowed me to more clearly articulate my value proposition to clients and prospects. I highly recommend that anyone who is serious about financial planning enter this great competition. You might just win, but at the very least you’re sure to learn something of value about yourself in the process.”
Advisors interested in learning more about the PlanPlus Canada Financial Planning Awards may visit the awards website.