On April 11, PlanPlus announced the opening of its 4th annual financial planning competition, which acknowledges the accomplishments of three financial planners from three different regions of the world.

PlanPlus is encouraging financial planners to submit a copy of a comprehensive plan that they have prepared and presented to a real client. The quality and breadth of the plan will be evaluated by a panel of judges, and the winners will receive an all-expenses paid trip to the Financial Planning Association’s annual conference in Baltimore, Maryland this September.

Client's goals and objectives

In particular, the judges will consider how well a plan meets the client's goals and objectives, overcomes challenges, as well as how it defines and quantifies problems. The panel will then look at the advisor's recommendations and the action plan he or she has laid out for the client. Finally, the judges will analyze the specific results achieved by following the plan and the benefits the client has experienced as a result of the recommendations.

More information and entry forms may be found at www.planplus.com/ca/gfpa