FOR IMMEDIATE RELEASE
PlanPlus launches its third annual Canada Financial Planning Awards competition
Toronto, CANADA, February 19, 2017 – PlanPlus announced the opening of its third annual Canadian Financial Planning Awards competition.
The winners of the competition will be honoured at the Canadian Institute of Financial Planners (CIFPs) 16th Annual Conference in Halifax and will then move on to compete in the PlanPlus Global Financial Planning Awards America’s region competition.
The competition is open to any Canadian advisors who hold a recognized professional designation, are in good standing with a financial planning association or other professional body, and run their practices using a fiduciary standard. Planners must submit a real client’s plan, which is redacted to protect client confidentiality. An international panel of expert judges will review submitted plans to determine which one created the greatest value for the client. In doing so they evaluate over twenty aspects of each plan.
“Supporting organizations play a large role in the process as we are dependent on them to get the word out to their members,” said John Page, Chair and Head Adjudicator of both the Canada and Global Financial Planning Awards competitions. “This year’s competition is supported by our founding sponsor The Canadian Institute of Financial Planners (CIFPs), as well as the Institut Québecois de Planification Financière (IQPF), and the Institute of Advanced Financial Planners (IAFP). We have also received the support of the Financial Planning Standards Council (FPSC) and our top corporate supporter the Investment Planning Counsel (IPC). We are very fortunate to have the support of these organizations as it makes our job much easier from an organizational standpoint.”
“Our entry into the PlanPlus Global Financial Planning Awards competition helped us at Wealth Stewards to relook at the clarity of our financial plans to users,” said Paul Tyers, Managing Director. “This benefit accrued to our current client as well as new clients. Having experienced success in the competition the benefit has been felt tangibly through more referrals from CPAs and our clients. We plan to enter this competition in 2018 to be the very best we can be.”
Find out more about the PlanPlus Canada Financial Planning Awards at www.planplus.com/ca/planpluscanadafinancialplanningaward
About PlanPlus Global Inc.
PlanPlus Inc. merged with FinaMetrica in 2017 to form PlanPlus Global. FinaMetrica founded in 1998 is a world leader in scientific personal risk tolerance testing. The FinaMetrica tool kit includes 25 and 10 question tests, mapping of risk scores to multi-asset portfolios and comprehensive portfolio back histories to help frame investment expectations. For more information about FinaMetrica visit www.riskprofiling.com
For the past 25 years PlanPlus Inc. has been providing innovative investment and financial planning software and training to financial institutions, professional advisors and the general public. PlanPlus Planit has become a global industry leader with its groundbreaking multi-currency, multi-language capabilities, and it is currently used in more than 30 countries around the world. For more information, visit: www.planplus.com
PlanPlus Press Contact:
Paul Resnik, Director of Global Marketing