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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.
Planner of the Year
Team of the Year
Presented to a financial planner who has made a significant contribution to a nonprofit organization by offering pro bono
financial planning and/or instruction in financial life skills.
Presented to a group of financial planners (office, practice, chapter) who have made a significant contribution to a nonprofit organization by offering pro bono financial planning and/or instruction in financial life skills.
The editors of Financial Planning and officers from the Foundation for Financial Planning will review eligible submissions and evaluate nominees. Finalists will be selected based on the following criteria:
Number of individuals served
Number of hours contributed to pro bono outreach
How the pro bono service has changed the lives of the recipients
Whether the activity is replicable in other areas and with other organizations
Whether the activity is sustainable without the participation of the nominee/organization
Deadline For Entries: May 31, 2013 | Click here to submit a nomination.
Questions About Submissions:
Executive Director Foundation for Financial Planning email |
Editorial Director Investment Advisor Group email |
Publisher Financial Planning email |