Who we are

The PlanPlus Global Awards Program was formed in 2013 to further establish financial planning as a recognized profession. We are doing this by bringing public and industry recognition to financial planners who are among the very best in their contribution to the profession.

The competitions that we hold are limited to professional financial planners who have a professional designation, and are a member of a professional association. Further, their work with a client must be solely based on what is in the best interests of the client.

Initially, the competition was restricted to three global regions - the Americas, Europe (includes Australia, New Zealand, and Russia) and Asia (includes the Middle East and Africa). The competition has been extended and we now hold National competitions such as the PlanPlus Canada Financial Planning Awards.

Canadian planners must enter the Canadian competition before they are able to compete in the Global Awards. The winners of the Canada Awards then advance to compete in the PlanPlus Global Awards, Americas Region competition.

What We do

For each country there is a founding sponsor. The sponsor is typically a professional association that recognizes the CFP® designation. In 2018 the Canada Awards founding sponsor was the Canadian Institute of Financial Planners (CIFPs). They were joined by endorsements from the Institute of Advanced Financial Planners (IAFP), the Institut québécois de planification financière (IQPF), and the Financial Planning Standards Council (FPSC) who graciously circulated news of the Awards to their members.

To our knowledge The Canada Financial Planning Awards is different from any other competition in the financial services industry. We have a two stage adjudication process.

A planner enters the competition by completing an online application, and rather than creating a new plan, we ask the planner to enter an existing plan from their files. The confidentiality of the client is always strictly maintained. In stage one of the competition, the planner is asked to answer eight important questions about their entry. The answers to these questions are then scored by a panel of five expert judges to determine the finalists.

Finalists are then invited to submit a fully redacted plan for the second stage of the competition in which the winners are determined. During both stages of the competition the judges use a scoring rubric unique to the respective stage. The rubrics can be downloaded ahead of time by the competitors so they know exactly how the judges will score their entry. The rubrics are returned to all competitors with comments from the judges designed to help the planners improve. What the judges are looking for is the client who received the greatest value for the clients’ life situation.

Note: There is absolutely no requirement for any competitor to use PlanPlus financial planning tools on the plan they are submitting. The judges are not told what software is used by any entrant as it has nothing to do with adding value to the planners’ clients.

Why it’s important

Often the public does not recognize the enormous value that is derived from working with a professional financial planner that may have nothing to do with buying a product. We believe that by posting examples of how our winners have helped their clients lead more meaningful lives, helps in a small way to better inform people as to what is possible.

Most financial planners have very little feedback, if any, as to the quality of their planning. Entering the competition provides feedback from expert judges as to how they are doing. This feedback can be invaluable. That is why some planners are now entering every year!

Dedicated to you

This competition is dedicated to you, professional financial planners, and the work you do in helping your client. All of our sponsors recognize the meaningful contribution that you make to people’s lives. We are honored to contribute our support.

rewards of competing

There are lots of rewards for competing:

  • Each finalist will receive a written critique from a distinguished panel of judges. This is a rare chance to have the quality of your work reviewed by experts. We know of a number of advisors who use the occasion of this competition to evaluate if they are really growing as planners

  • We also provide each competitor with an attractive “competition certificate” suitable for framing. It’s a nice reminder to hang on a wall and will impress most clients far more than a “sales award.” Whether you won or not, the entry you sent in probably made a significant impact on someone’s life.

  • There will be a lot of national and local publicity for the winners. We want Canadians to understand the incredible value that financial planning can add to their lives.

  • An elegant trophy and plaque will be awarded to the winner. 1st and 2nd runners up will receive attractive plaques to commemorate their achievements.

  • The winner will receive a trip to the CIFPs 2019 Annual National Conference in Vancouver, BC from June 2 to 5, where the award presentation will take place.

  • The winner will gain a free pass to become a finalist in the PlanPlus Global Financial Planning Awards.

The Canadian winners will automatically be entered into the PlanPlus Global Financial Planning Awards regional competition for the Americas region. The winner of the Americas region will receive round-trip airfare, 5 star accommodations and admission to the FPA Annual Conference 2019 in Minneapolis Minnesota US from Oct. 16 -18 (airfare and hotel limited to $3,500 USD). The winners will be presented with their awards during the PlanPlus Global International Breakfast which is held in conjunction with the FPA Conference.

Note: In the event someone wins but is unable to attend the 2019 FPA Conference to receive their award, they could defer the trip for one (1) year and choose to attend the 2020 FPA Conference.

join us now

Most financial advisors think of us only during a short time of year when the competition is open. We are changing! We now offer a blog and plan to provide podcasts totally dedicated to helping financial planners of all stripes. JOIN OUR MAILING LIST to make sure that you get communications about all web offers, direct from the horse’s mouth.