Thursday, 29 January 2015 09:47
Financial Planners and Paraplanners to vie for new award
A new award has been launched for Financial Planners and Paraplanners who have been challenged to build a high quality plan based on a case study to claim victory.
Fellow of the Institute of Financial Planning Nick Edwards CFPCM will chair the judging panel for the award, set up by Distribution Technology.
Mr Edwards, an assessor for the internationally recognised CFP qualification, will lead the examination of entries for the Dynamic Planner® of the Year Award.
It will be presented at its annual conference on 4 March and is open to the over 6,000 advisers, Financial Planners and Paraplanners who are licensed to use Dynamic Planner.
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Mr Edwards said: "These awards are an excellent initiative. We will be judging entries based on analysis and recommendations made, demonstration of good financial practice, clarity and ease of understanding, technical accuracy, compliance and structure."
Distribution Technology chief executive Ben Goss said: "Last year we saw a 35% growth in the number of advisers using Dynamic Planner to build high quality, risk based financial plans with a particular focus on clients approaching or in retirement.
"We are launching these awards adjudicated by expert judges from our Financial Planning Advisory Board to showcase what is being achieved in the hands of these professional and talented advisers, planners and Paraplanners."
Entrants are required to build a high quality plan based on a case study provided applying their own professional skill and judgement in addition to analysis from Dynamic Planner. Entries will be assessed against a model answer and each other by a panel of judges from DT's Financial Planning Advisory Board chaired by Mr Edwards.
The winner will receive a weekend for two at a luxury hotel. The deadline to submit entries is 5pm on Tuesday 17 February.
Entrants will be provided with a case study and instructions, which can be downloaded HERE.
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Fellow of the Institute of Financial Planning Nick Edwards CFPCM will chair the judging panel for the award, set up by Distribution Technology.
Mr Edwards, an assessor for the internationally recognised CFP qualification, will lead the examination of entries for the Dynamic Planner® of the Year Award.
It will be presented at its annual conference on 4 March and is open to the over 6,000 advisers, Financial Planners and Paraplanners who are licensed to use Dynamic Planner.
{desktop}{/desktop}{mobile}{/mobile}
Mr Edwards said: "These awards are an excellent initiative. We will be judging entries based on analysis and recommendations made, demonstration of good financial practice, clarity and ease of understanding, technical accuracy, compliance and structure."
Distribution Technology chief executive Ben Goss said: "Last year we saw a 35% growth in the number of advisers using Dynamic Planner to build high quality, risk based financial plans with a particular focus on clients approaching or in retirement.
"We are launching these awards adjudicated by expert judges from our Financial Planning Advisory Board to showcase what is being achieved in the hands of these professional and talented advisers, planners and Paraplanners."
Entrants are required to build a high quality plan based on a case study provided applying their own professional skill and judgement in addition to analysis from Dynamic Planner. Entries will be assessed against a model answer and each other by a panel of judges from DT's Financial Planning Advisory Board chaired by Mr Edwards.
The winner will receive a weekend for two at a luxury hotel. The deadline to submit entries is 5pm on Tuesday 17 February.
Entrants will be provided with a case study and instructions, which can be downloaded HERE.
Get FREE daily news summaries direct to your inbox. Sign up on the homepage now.
Follow us on Twitter and get frequent news alerts @FPM_online.
Or follow Editor Kevin O'Donnell - @FPM_Kevin or staff writer James Nadal - @FPM_James.
For the latest Sipp, SSAS and retirement news visit our sister news site www.sippsprofessional.co.uk and on Twitter @SippsPro.
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