DAVID NORTON BUILDING EXCELLENCE AWARD 2022

If you are part of an ambitious financial planning firm looking to elevate their status through expert mentoring and business support, this award is for you.

We are looking to identify a firm who could benefit from extra support that would elevate them to the levels needed to become an Accredited Financial Planning Firm™. This award cannot be entered by CISI Accredited Financial Planning Firms™.

AWARD TIMELINE

Stage 1

Tuesday 7 June- Deadline for submissions

Stage 2

Wednesday 20 July - Shortlist announced

Stage 3

Wednesday 21 September - Interviews for shortlisted candidates

AWARD JUDGES

Ruth Sturkey
CFP™ Chartered MCSI

Non-Executive Director, Podcaster & Business Coach

Charles Walmsley

Editor, Citywire New Model Adviser

Dan Woodruff
CFP™ Chartered MCSI

Founder, Woodruff Financial Planning

BENEFITS OF WINNING

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

  • Access to the full suite of FP Advance Self-Study Bundles and four 60-minute coaching calls with Brett Davidson.
  • One free ticket and accommodation for The Financial Planning Conference 2023
  • 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

#fpawards22