PlanPlus announces opening of Sixth Annual Financial Planning Awards


The PlanPlus 6th Annual Global Financial Planning Awards have launched

Toronto, CANADA, March 26, 2018 – PlanPlus Global announced the opening of the 6th annual PlanPlus Global Financial Planning Awards competition. The awards reward excellence in financial planning and brings global recognition to financial planners who create extraordinary value for their clients. For purposes of the competition there are three regions: Asia, Europe, and the Americas. Each region has three winners.

Financial planners from all countries are encouraged to participate. Competitors must submit a copy of a comprehensive plan that has been presented to a real client. A panel of expert judges evaluate each plan based on the quality, depth of the analysis, and recommendations provided. Winners will receive an all-expenses paid trip to the Financial Planning Association’s 2018 Annual Conference from October 3-5 in Chicago, Illinois, USA, where they will be presented with their awards.

“The Malaysian Financial Planner of the Year, and Canada Financial Planning Awards competition feed into the 2018 Global Awards competition,” said John Page, Awards Chair. “The PlanPlus Global Financial Planning Awards sets a very high bar in terms of the quality of the entries. Incorporating the winners of the country-specific competitions into the Global Awards competition, helps to keep the standards high. The awards were created six years ago in order to showcase financial planning at its best and we are very pleased with the results. Every year the plans just keep getting better and better”, said Page.

Planners who are interested in participating are invited to register soon in order to have adequate time to prepare their submissions. More information about the Global Financial Planning Awards can be found at

About PlanPlus Global

Award-Winning Financial Advice Platform and Risk Profiling Toolkit

PlanPlus Inc. and FinaMetrica Pty Ltd., two veteran and highly regarded firms, combined their 45 years of experience and formally evolved their decade-long collaboration in 2017 to become PlanPlus Global Inc.

The PlanPlus financial advice platform offers the broadest set of software tools to serve the worldwide financial advice community through our multi-lingual, multi-currency and multi-jurisdictional (taxation) financial planning software and next-gen intelligent automated financial advice solutions (robo-advisor).

The FinaMetrica psychometric risk tolerance tools enables financial institutions and advisors alike to meet the increasingly onerous KYC and ‘suitability of investments’ regulatory regimes, such as DoL (US), MiFID II (Europe) and CRM 2 (Canada).

PlanPlus Global is a recognized thought leader in the areas of financial planning and risk profiling, and our solutions are all founded on leading academic and evidence-based research, as well as industry ‘best practices’. PlanPlus Global’s solutions are used every day by thousands of financial institutions and financial advisors from more than 30 countries. For more information, visit: and

PlanPlus Press Contact:
Paul Resnik, Director of Global Marketing