The FPA Value of Advice Awards publicly acknowledge those FPA members who demonstrate ‘best practice’ financial advice for their clients, while also promoting the professionalism of FPA practitioner members. The awards were created to promote and define the value of professional advice. 

Entries in the awards program must demonstrate how the recommendations and outcomes of financial advice gave value to a real life client in one of four categories.

The Awards are open to CFP^® practitioners and those undertaking the CFP Certification Program.

Why enter?

The awards provide an opportunity to receive recognition from your professional Association, the financial planning community and your peers by demonstrating a positive client story that shows the huge difference that financial advice makes to the lives of your clients.

Click here to view footage of past winners and comments from real life clients explaining how financial advice has changed their lives.

Here’s what some of the past winners say…

“We have benefited significantly as a practice with enhanced media contact, highly positive feedback from existing and prospective clients and other referral partners.” Peter Wilson CFP - national winner 2009

“Being acknowledged as a national Value of Advice Winner provides tangible evidence that you are a trusted adviser to your clients, centres of influence and prospects.” Chris Craggs CFP - national winner 2009

“Particularly during difficult times like the past few years, the award has given our clients a sense of confirmation and confidence that they are in good hands.” Paul Little CFP - national winner 2009

“It was a great feeling to tell my clients that I had been the recipient of a national award...the branding and marketing opportunities which came with winning the award were very welcome bonuses.” Josef Stadler CFP - national winner 2009

All valid entrants will receive:

• Entrant scorecard containing judges’ marks.
• Value of Advice Awards Certificate of Participation.

Value of Advice Award finalists will receive:

• A VIP invitation for you and one guest to attend the special awards presentation at the FPA 2010 National Conference closing plenary session on 25 November 2010 at the Gold Coast Convention & Exhibition Centre, Queensland. 
• At this celebrated event, a prestigious finalist trophy and certificate will be presented to you in front of hundreds of industry peers and colleagues.
• Celebrations will then continue at the conference gala dinner in the evening where you and your guest may attend on a complimentary basis.

Value of Advice Award national winners will receive:

• A prestigious national winner trophy and certificate presented at the awards ceremony on 25 November 2010.
• The opportunity to promote your success as a leader in the financial planning profession on the FPA website, in FPA consumer promotions, the media, and in other ways.
• The right to use the Value of Advice Awards winner logo on your collateral (for three years only).
• A dedicated article and profile of you and your winning case study in Financial Planning magazine.
• Complimentary registration to the FPA 2011 National Conference including the gala dinner (excluding meals, airfares and accommodation).

Award categories

Enter in one of four awards categories:

1. Wealth accumulation and protection
2. Pre-retirement planning
3. Post-retirement planning and management
4. Pro bono

Submission Guide

For the full details on the Awards program including forms, download the Submission Guide. The Guide outlines the rules of entry, submission criteria and format, entry process, judging and key dates. 

Nomination process

FPA members are encouraged to enter the awards as a self-nominated entrant. However there is also an opportunity for anyone to nominate an FPA member that they recommend as a candidate in the awards program. This can be done by simply completing the online form. The FPA will then contact the nominated member to recommend that they enter a submission in the awards program. This peer nomination process will help to encourage outstanding FPA members to enter the program. 

Important dates and deadlines

17 August 2010		Open for submissions
24 September 2010		Deadline for submissions
Late Sept – Oct 2010		Judging of submissions
Early November 2010		Finalists announced
25 November 2010		Finalists to attend FPA 2010 National Conference where winners will be announced

Enquiries

Full details of the FPA Value of Advice Awards program are contained in the Submission Guide document. For further enquiries, please contact communications@fpa.asn.au phone Elle Manton on 02 9220 4520.

Sample submission

This submission is included purely as a sample of a high quality submission. It was provided by Leanne Bull CFP of Bull Financial Group, 2008 National Winner.  Click here to view Leanne’s submission in the pre-retirement planning category.

Past winners

Check out the past winners of the Value of Advice Awards - 2009 winners, 2008 winners, 2007 winners, 2006 winners and and read some of the case study summaries based on past winning submissions, click here. Also view video footage from one of the 2007 winners and various client comments.

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