==> 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
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.
Financial Planner™ of the Year (pdf)
CFP Tips to enter...click here>>>
Financial Planner of the Year (pdf)
(Please note that these documents are low resolution to enable
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
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
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.