Competition Timeline

  1. Download an information package

  2. Register ASAP and obtain your Official Competitor Number. You need this number to place on your PlanPlus Global Financial Planning Awards submission. Get your number now as the number of entries is capped.

  3. Complete your Initial Submission using the online template provided.  It can come in any time between March 25 and May 14, 2019.

  4. Up to six finalists will be selected from the Initial Submissions by June 4th. The judges use a PlanPlus Global Financial Planning Awards Initial Submission Scoring Rubric to select the finalists.

  5. Upon notification of being selected, finalists will then be required to submit their actual financial plan for review to the judges by June 10th.

  6. The judges will review each plan using the Plan Scoring Rubric

  7. The judges will name up to three (3) top finalists by July 2nd. These finalists will move on to the final Presentation phase.

  8. Presentations will begin on July 9th.

  9. Presentations will conclude by July 24th.

  10. Winners will be announced on July 25th.

Good luck with your submission!