Chartered Financial Planner of the Year Application Form

Eligibility

  • Qualified Chartered Financial Planner, 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 Personal Finance Society Board and advisers with ongoing disciplinary actions against them are excluded from entering the Awards

 

Why you should win

Please note that any characters over the prescribed character count for each question will not be considered. Character counts can be found by hovering over the "i" symbol next to each question.

Please tell us how and why you became a Chartered Financial Planner (you may wish to provide an overview of any specialist qualifications, training, accreditations, skills, processes or other achievements).

Please tell us how your Chartered status helps you to encourage and inspire consumer confidence (you may wish to provide an overview of how you communicate and promote your Chartered status).

Please tell us why you think you deserve the accolade of Chartered Financial Planner of the Year

Please tell us how you maintain and develop your knowledge and skills, including recent examples (you may wish to provide an overview of an overview of any CPD activities undertaken/planned etc).

Please tell us how your advanced knowledge and skills are helping to improve the outcomes for your clients (you may want to include a brief example/case study, survey findings or client testimonials).

Please tell us how you are using your specialist knowledge and skills to improve consumer trust in the profession and/or educate/inspire the next generation of personal finance professionals (you may want to include examples of any blogs, mentoring or pro bono work you are involved with).

Summary

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Thank you for submitting your application for Chartered Financial Planner of the Year. You will receive a confirmation email with all your application details shortly. Please note that this may take up to 15 minutes and it may go to your junk folder. You will be notified of the outcome of your application week commencing 31/07/2023. You can now exit this page.

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