Pro Bono Financial Planning Awards

The Financial Planning Pro Bono Awards recognize the community service work of advisors who have contributed their time and talents to helping those in need take control of their finances.

Financial Planning will announce the honorees in August.

Nominate an advisor or team of advisors for their outstanding pro bono achievements today!

Deadline: May 30, 2014

Download Nomination Form
Click cover to learn more

ELIGIBILITY GUIDELINES
  Nominees must be active or retired financial planners (e.g., CFP®), registered representatives
(e.g., Series 7) or registered investment advisors.

  Volunteer involvement with the nonprofit organization must be current and ongoing as of the last 12 months.

  Activity must have included pro bono advice and/or financial life skills initiatives for underserved populations.

    Guidelines and eligibility requirements

AWARD CATEGORIES
Planner of the Year   Team of the Year
Presented to a financial planner who has made a significant contribution by providing pro bono financial planning services.

  Presented to a group of financial planners (office, practice, chapter) that has made a significant contribution by providing pro bono financial planning services.



THE CRITERIA
Judges will review eligible submissions and evaluate nominees. Finalists will be selected based on the following criteria:

  Reach: How many individuals have been served? When did the activity begin, how long did it take, and how often does it occur?
  Results: How has the impact changed the lives of the recipients of the pro bono services? Has the nominee been recognized by others as being dedicated to achieving desired results through pro bono financial life skills outreach?

Deadline For Entries: May 30, 2014 | Click here to submit a nomination.

CONTACT
Questions About Submissions:   Editorial Inquiries:   Sponsorship:
Jim Peniston
Executive Director
Foundation for Financial Planning
email | 770.938.1110
  Scott Wenger
Editorial Director
Investment Advisor Group
email | 212.803.8796
  Mike Schott
Publisher
Financial Planning
email | 212.803.8567
         
Presented by
Financial Planning   btig

 

 

 

 

 

 

 

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