FPA calls on CFPs for Value of Advice awards
The Financial Planning Association (FPA) is calling on certified financial planner (CFP) professionals, or those undertaking the CFP certification program, to enter themselves in the Value of Advice (VOA) Awards for 2010.
The awards recognise excellence in financial planning and award FPA members who have demonstrated the true value of their advice, according to the FPA.
Nominations for the awards are open until 24 September, and people can also nominate an FPA member by completing an online form, in which case the FPA will contact that member to recommend they enter a submission.
FPA chief executive Mark Rantall said the VOA Awards were an opportunity for current and aspiring CFP professionals to exhibit their dedication to professionalism and best practice ideals.
“The VOA Awards are a great way for members to show consumers the range of advice that they can get from a member of the FPA,” Rantall said.
“The awards also demonstrate the extents to which members go to secure their clients’ financial wellbeing and peace of mind. VOA Award winners have always exemplified the profession’s ‘best practice’ ideals.”
The four categories in the awards program are: wealth accumulation and protection; pre-retirement planning; post-retirement planning and management; and pro bono.
The 2009 VOA award winner in the pre-retirement planning category, Paul Little, said the awards were important to reaffirm the quality of advice given by financial planners.
“Particularly during difficult times like the past few years, the award has given our clients a sense of confirmation and confidence that they are in good hands,” he said.
Winners will be announced at the FPA’s 2010 national conference held at the Gold Coast from 24-26 November.
Recommended for you
This week has marked only the second week of overall net losses since the start of the financial year, with M&A among the factors driving gains for licensees.
With North reporting its fastest six months of AUM growth in managed accounts, AMP says the vehicles have become a “foundational element of financial advice” for their efficiency benefits.
High-net-worth advice firm Multiforte Financial Services is to merge with Sydney advice firm Lorica Partners as it proactively seeks succession for its staff and clients.
Shaw and Partners has reached $3 billion in funds under management on its separately managed account, and the firm is eager to expand the offering.
