The ultimate award for Financial Planners working in the UK


Open to those who have achieved the CERTIFIED FINANCIAL PLANNER™ certification, this award can only be won by a CFP™ professional who can demonstrate outstanding financial planning skills, strong technical knowledge and financial planning proficiency.

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Stage 1

Monday 12 April - Multiple-choice test entries open
Sunday 23 May - Multiple-choice test entry deadline

Stage 2

Tuesday 25 May - Case study sent to top five candidates
Wednesday 30 June - Case study entry deadline

Stage 3

Thursday 29 July - Candidates advised of outcome of stage 2
Thursday 14 September - Interviews for shortlisted candidates


As well as the prestige of being recognised as a CISI Financial Planning Award Winner, the winner for this award will receive:

  • One free ticket and accommodation to the 2022 CISI Financial Planning Conference
  • Award trophy
  • Winners logo to use for personal marketing
  • Announcement in our Members’ Magazine, The Review
  • Profile on the CISI Website and Social Media Channels


Nick Britton ACSI, Head of Training, AIC
Warren Shute CFP™ Chartered FCSI, Founder, Lexington Wealth Management
Chris Hill CFP™ Chartered MCSI, Financial Planner, WBW