The 3rd Annual Global Financial Planning Awards Open


The PlanPlus 3rd Annual Global Financial Planning Awards Open on April 1st

Toronto, CANADA, March 31, 2015 – The third annual PlanPlus Global Financial Planning Awards are set to open on April 1st. The competition brings global recognition to three financial planners from around the word, rewarding them for excellence in financial planning.

Advisors from the Americas, Europe, and Asia are encouraged to submit their top comprehensive financial plan. The plan must represent an actual case and have been presented to the client. The judging panel for each region will be made up of five different international judges who will adjudicate the entries. Judging is based on criterion that focuses on the advisors recommendations and the resulting benefits to the client. This year’s winners will each receive an expense paid trip to the Financial Planning Association’s annual conference (FPA BE 2015) in Boston, Massachusetts from Sept. 26 – 28. Winners will receive their awards at a special ceremony.

“We are really excited about this year’s awards”, said John Page, Awards Chair. “2015 brings a new element to the awards in the form of an Affiliate. The Financial Planning Awards of Malaysia (FPAM) is holding it’s own regional Financial Planner of the Year Award. The top three winners from Malaysia will automatically advance to the Global Financial Planning Awards for the Asia region, competing against top planners from other Asian countries. This is just a sneak peak of what’s to come for 2016. Plans are already underway to bring additional associations on board to hold regional awards for a variety of countries,” said Page.

“The quality of financial planning as a whole in Malaysia has increased tremendously,” said Wee Hen Tang, PlanPlus Vice-President of Asia and judge for the Global Awards Asia region. “For a small country our planners are truly making their mark on the global platform and we are very proud of them. Advisors are eager to enter the regional awards in the hopes that they will be one of the top three advisors to make it to the world stage,” said Tang.

“Financial planning at its best is a professional engagement with an uncompromising commitment to the client’s best interest,” said Shawn Brayman, President of PlanPlus. “We created the Global Financial Planning Awards to recognize three outstanding planners that show the world how invaluable true financial planning can be. Each year we have seen better submissions, from more planners in more countries,” said Brayman. “We are thrilled with the response.”

“We started receiving inquiries about this year’s awards back in October 2014,” said John Page. “We are looking forward to another successful competition for 2015 and encourage planners everywhere to share their expertise and enter the competition. Competition details can be found at”.

PlanPlus Inc.
PlanPlus Inc. has developed software tools and training for the past 25 years for use by financial institutions, professional advisors and the consuming public to perform “personal financial and investment planning”. PlanPlus has become a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings in over 30 countries and in multiple languages. For more information, visit:

PlanPlus Press Contact:
Elaine Hartjes Marketing Manager
Phone: 705-324-8001 x 307