PlanPlus Announces Global Financial Planning Awards

PlanPlus announced the launch of the PlanPlus Global Planning Awards, a global competition to showcase the value of financial planning.

Lindsay (I-Newswire) May 29, 2013 - There will be three awards winners, one for the Americas, Europe and Asia. Winners of the competition will receive an expense paid trip to FPA Experience in Orlando, Florida in October.

"We are excited to be here at the CIFPs Conference in Niagara Falls to introduce this new award program", said Shawn Brayman, President & CEO of PlanPlus. "This is the largest gathering of financial planners in Canada and we feel the work that is carried out by true financial planners and associations likes CIFPs needs to be better appreciated. FPA Experience in the US is the annual conference for CIFPs' sister organization there that has acted as the global gathering place for financial planners. FPA has members from over 50 countries and usually attendees from 20 to 30 of them at their conference."

The competition will include submissions to a panel of 5 judges for each region that will be reduced to two finalists for each region. These finalists will need to then present the financial plan that must be based on a real case to the judges so a winner can be selected. As an example, judges for the "Americas" award are from Canada, US and South America whereas "Europe" has judges from Germany, Netherlands, Hungary and the UK.

"A challenging aspect of this has been dealing with how we manage language differences", said John Page from PlanPlus, who will manage the competition and act as one of the judges for all 3 regions. "Initial submissions must be in English and will be provided to the judges on an anonymous basis, but the finalists will be providing the plan and doing a presentation to the judging panel in the language of their choice."

"We are very excited about this initiative for Asia", said Tang Wee Hen, VP Asia Region for PlanPlus and a member of the Board of the Financial Planning Association of Malaysia. "There are not many role models for people to understand the difference between a professional financial planner who works for the client's best interest and a normal advisor who may give some forms of advice to sell their products. This competition should give advisors and consumers a good example of the true value of financial planning"

To find out more about the competition go to [url:].

About PlanPlus Inc.

PlanPlus Inc. is a privately owned corporation with its Head Office located northeast of Toronto, Canada. For the past 20 years, PlanPlus Inc. has developed software tools and training for use by financial institutions, professional advisors and the consuming public to perform "personal financial and investment planning". PlanPlus has become a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings. PlanPlus is being used in over 30 countries and in several languages including English, French, Spanish, Chinese, Hungarian, German, Russian, Dutch, Portuguese and more. Website: []

About PlanPlus

PlanPlus develops financial and investment planning software tools and training for use by financial   More.. institutions, professional advisors and educators. PlanPlus is a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings. PlanPlus has users in over 30 countries and is available in several languages including English, French, Spanish, Chinese, Hungarian, Russian, Dutch and more. PlanPlus is a Canadian company with offices in Lindsay and Toronto Canada, Malaysia, China and Hungary.Less..

Contact Information

Elaine Hartjes
55 Mary Street, Suite 200
Lindsay, Ontario
K9V 5Z6
Phone : 705-324-8001

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Business > Finance

Published On:

May 29, 2013

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