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==> Benefits of Entering
==> Download Entry Forms
==> Criteria > Young Financial Planner of the Year
==> Criteria > CFP of the Year

The benefits of entering
Financial Planners who have entered the Awards have commented that the process of entering has been beneficial as it has made them look and reflect on how they run their business. Inevitably it allows them to make improvements to the way they operate.

Also there is significant marketing exposure for the finalists and winner which helps their business.

The winner is expected to be an unofficial ambassador for the financial planning profession. He/she is likely to do presentations to groups of advisers, including the sponsors and to do media interviews.

Lastly, but by no means least, there is a great pool of prizes this year including $2,500 to help pay for travel to an international industry conference.

Do it now!
Download your entry forms..

Click on the below links to download the entry forms as PDF documents, or alternatively contact Good Returns on 07 345 6869 to request a hard copy to be sent to you.

==> Certified Financial Planner™ of the Year (pdf)

CFP Tips to enter...click here>>>

==> Young Financial Planner of the Year (pdf)

(Please note that these documents are low resolution to enable fast download).

Click here to download the Adobe PDF reader software.

All relevant details are correct at the time of publishing, but details and confirmation of receipt will be sent when your entry is received.

Entries Close 16th September 2005 and judging will take place on 2nd November in Auckland.

Criteria > Young Financial Planner of the Year

To be considered for the Young Financial Planner of the Year Award, you must be studying towards a Diploma in Financial Planning, have no more than five years work experience and be no more than 40 years of age.


Criteria > CFP of the Year

To be considered for the Certified Financial Planner of the Year Award, financial planners must submit a real-life case study explaining a client's financial situation and outlining the financial planning solutions that have been implemented and ultimately benefited the client.

© 2005 Tarawera Publishing Ltd