The awards will be presented at the Personal Finance Society’s 2009 annual conference in November.
There are six awards categories including chartered financial planner of the year (individual), chartered financial planners of the year (firm), highest achiever in the advanced diploma in financial planning, highest achiever in the diploma in financial planning, Citizens Advice Bureau money planner of the year and the John Ellis award for significant contribution to the sector.
More than 1,620 financial advisers now have chartered financial planner status and over 220 financial planning practices have been awarded corporate chartered status.
PFS chief executive Fay Goddard says: “The time is absolutely right for us to be recognising the contribution that our chartered members are making to our drive for greater professionalism. This will not be just another awards ceremony, but a professional body recognising true excellence and commitment to the profession.”
PFS head of marketing Mark Hutchinson says: “To be the first chartered financial planner of the year will be something very special, but rest assured it will not be an easy title to be awarded. A three stage process will see the eventual winner demonstrate their significant contribution to their profession and will include a grilling by a judging panel that will include personal finance journalists, a consumer representative as well as technical experts.”