Award categories

Our prestigious Financial Planning Awards recognise the outstanding achievements of individuals and firms across the UK financial planning profession.

Click below to view more about each award.


As well as the prestige of being recognised as a CISI Financial Planning Award winner, to help you further your profile, you will receive an award trophy, and winners logo. The following prizes are also available:

Winner and runner-up cash prize1

Free CISI 2022 conference tickets2

Announcement in our members’ magazine, The Review

Feature on CISI website and social media channels

1 Cash prize only available for the Paraplanner of the Year Award.
2 Free conference tickets only available for some awards. Please view the respective award terms & conditions for full details.