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.

AWARD TIMELINE

Stage 1

Monday 11 April - Multiple-choice quiz entries open
Sunday 22 May - Multiple-choice quiz entry deadline

Stage 2

Tuesday 24 May - Case study sent to top scoring candidates
Sunday 3 July - Case study entry deadline

Stage 3

Thursday 4 August - Candidates advised of outcome of stage 2
Wednesday 14 September - Interviews for shortlisted candidates

AWARD JUDGES

Sarah Huffen
CFPChartered MCSI

Principal, Gilded Wealth

Helena Kelly

Reporter, Money Mail

Andrew Pike

Head of Intermediary Relationships, NS&I

Joanna Redmond
CFPTM APP Chartered MCSI

Director, Investment for Life

BENEFITS OF WINNING

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 2023 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

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