Individuals who do exceptional work in our community deserve to be recognized. That’s why the FPA® wants you to nominate an individual or an organization that is doing extraordinary work in the financial planning community to receive the 2012 Heart of Financial Planning Award. The award honors individuals and organizations that have made the biggest difference for the financial planning community and/or the public while upholding and promoting FPA’s Core Values. The recipient will be recognized for their service at FPA Experience 2012, the organization’s annual conference in San Antonio this fall.

How can you get involved? It’s simple. Nominate an FPA member, financial planning firm, FPA chapter, business person, professor, journalist, or any other organization or individual you believe has consistently performed outstanding work that contributes to the financial planning community and/or the public.

What makes a nominee extraordinary? Nominees should demonstrate leadership, competence, integrity, relationships and stewardship.

The deadline for nominations is June 1, 2012. ” target=”_blank”>Download a nomination form or submit a one- to three-page letter that includes:

  • Detailed description of what sets your nominee apart and makes them rise to the top. Tell us what extraordinary work your nominee is doing – include specific examples.
  • The nominee’s actions that contribute to or give back to the financial planning community and/or the public.
  • The nominee’s excellence in demonstrating FPA’s Core Values.
  • Your affiliation with the nominee.

Send your nomination letter via e-mail, mail or fax to:

Heart of Financial Planning Awards
Financial Planning Association
Suite 600
7535 E. Hampden Ave
Denver, Colo.  80231
Fax: 303.759.0749