Updated Friday, April 18, 2014 as of 5:33 PM ET

Pro Bono Financial Planning Awards

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

Honorees will be announced in August in Financial Planning and online at
financial-planning.com and foundation-finplan.org.


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

Deadline: May 31, 2013

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 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 CRITERIA
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.

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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