THE FINANCIAL PLANNING FUTURE LEADER AWARD

This brand new award recognises individuals who have demonstrated the values that underpin the planning profession to deliver a creative or inspirational initiative that has made a change to their business, clients or for the public benefit. This initiative demonstrates you have the abilities to be a leader of tomorrow.

For example; this can be something you did to develop communication strategies, enhance client experience, support your team or contribute to your local or professional community.

AWARD TIMELINE

Stage 1

Tuesday 7 June- Deadline for submissions

Stage 2

Wednesday 20 July - Shortlist announced

Stage 3

Thursday 06 October- Winner Announced

Application criteria

In 750 written words, or a digital dialogue under 5 minutes (video or podcast) please tell us about the initiative. Remember to include:

  • What prompted the idea,
  • What challenges you overcame to implement it,
  • How the initiative made a positive change and for who.


Applicants must

  • Hold any CISI exam or studying for one, or be a CISI member
  • You are currently not a voting board member, principal or business owner

AWARD JUDGES

Laura Purkess

News editor, Citywire

James Mallinson
CFP™ Chartered FCSI

Director, Servo Private Wealth

BENEFITS OF WINNING

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



An award trophy and £1000 cash prize

Three one-hour leadership development coaching sessions with Allyson Stewart-Allen

Interview in our Members’ Magazine, The Review

Profile on the CISI website and social media channels