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.
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
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.
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)
Shortlist from Stage 1 invited to complete hypothetical holistic case study, independently authored and judged by technical specialists Technical Connection.
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.
Sponsored by Fairstone: Specialist Financial Planning and Advice