PlanPlus launches a Singapore Financial Planning Awards competition

Posted in FPAS Media Release,News | Posted by:

MEDIA RELEASE

 

Singapore, March 7, 2016 – PlanPlus is pleased to announce the first annual PlanPlus Singapore Financial Planning Awards competition to recognize that country’s top financial planners. Finalists will be recognized at the annual FPAS Financial Planning Day, with the overall winners moving on to compete in the PlanPlus Global Financial Planning Awards against other planners in the Asia Region.

“A high level of technical competency and a strong professional ethical practice are what today’s consumers are looking for in their financial planners.” said Steven Ong, CFP®, CEO of the Financial Planning Association of Singapore (FPAS). FPAS is proud to be a founding sponsor for the inaugural PlanPlus Singapore Financial Planning Awards competition, which focuses on the value of financial planning advice. With this competition, FPAS hopes to inspire financial planners to produce high-quality financial plans to assist their clients in financial planning. This will in turn help to instill a greater level of trust and confidence among the consumers, and more willingness to engage financial planners.

The contest is open to all Singaporean advisors that hold a CFP® designation, and that are in good standing with FPAS and other professional bodies. Planners must submit an actual client plan as their entry, after first seeking the client’s permission. A panel of qualified judges will review submitted plans based on the recommendations made, as well as the creativity and professionalism shown in helping the clients achieve their goals and objectives.

”This is the fourth year PlanPlus has sponsored the global awards, with a competition in Europe, Asia and the Americas,” said John Page, Chairperson and Head Adjudicator of both the PlanPlus Singapore and Global Financial Planning Awards. “In fact it was a planner from Singapore that won the Global Award  for the Asia Region in 2015. We felt the next step was to launch a country wide competition that would recognize the talent of planners in Singapore.”

“Having won the PlanPlus Global Financial Planning Award for Asia in 2015, I would encourage all local financial planning professionals to take part in the PlanPlus Singapore Financial Planning Awards competition,” said Ann Marie Regal, CFP® an American financial planner with Globaleye Pte Ltd. “Singapore is evolving from product-based sales to advice-based planning. This is a perfect opportunity for financial planners to showcase the difference. It is a challenging and rewarding experience from start to finish – from a simple online submission involving goals, objectives and challenges related to a real client, to an in-depth presentation in front of a panel of judges. The PlanPlus Singapore Financial Planning Awards competition gives financial planning professionals in Singapore a chance to advance to the Global Awards, where they will compete on a global level within a standardized framework. It is a rare opportunity that every planner should experience.”

To find out more about the PlanPlus Singapore Financial Planning Awards visit the awards website at

www.planplus.com/sg/planplussingaporefinancialplanningawards

 

PlanPlus Inc.

For the past 25 years PlanPlus Inc. has been providing innovative investment and financial planning software and training to financial institutions, professional advisors and the general public. PlanPlus Planit has become a global industry leader with its groundbreaking multi-currency, multi language capabilities, and it is currently used in more than 30 countries around the world. For more information, visit: www.planplus.com

 

PlanPlus Press Contact:

Elaine Hartjes

Marketing Manager

Email: elaine.hartjes@planplus.com

Phone: 705-324-8001 x 307

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