Chartered Financial Planner of the Year

 

In recognition of the significant contribution that Chartered Financial Planners are making to raising professional standards and re-engaging consumer trust, the Personal Finance Society considers the award for Chartered Financial Planner of the Year to be its flagship award. 

Eligibility

 

  • Qualified Chartered Financial Planners, whose main role is advising clients

  • Practising financial planners who are FCA authorised to provide investment advice

  • Full members of the Personal Finance Society

  • Members of the PFS Board and advisers with ongoing disciplinary actions against them are excluded

Judging

3 stage judging process designed to enable you to demonstrate the wide range of skills necessary to give clients accurate, clear, effective and highly professional financial advice.

 

Stage 1

 

  • Complete entry form below.

  • When assessing the submission the judges will be looking for evidence of the following;

    • How you maintain and develop your professional knowledge and skills (quality CPD undertaken & further/specialist study etc)
      How your commitment to high standards benefits client outcomes (survey findings / testimonials etc)
      How your commitment to ethical practice influences your business practices
      How you invest in the future of your profession (pro bono work / professional connections / mentoring next gen etc)
      Examples of how you promote your Chartered status (communication, use of branding etc)

 

Stage 2

 

  • Shortlist from Stage 1 invited to complete hypothetical holistic case study, independently authored and judged by technical specialists Technical Connection.

 

Stage 3

 

  • Finalists invited to attend panel interview in London where judges will question them on a range of subjects to gain a better understanding of their skills, service proposition and professionalism.

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