The Chartered Institute for Securities and Investments (CISI) holds a prestigious awards night each year.
This year’s event took place on 15 October. We are excited to announce that Nicholas Grogan, a Chartered and certified financial planner, won one of the top awards of the night. He received the Certified Financial Planning Professional of the Year Award.
What is the award?
The Certified Financial Planner (CFP) Professional of the Year Award is presented at The Financial Planning Conference. This award honours members who have the skills and knowledge to provide clients with effective financial advice.
Judges consider several factors, including:
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Professional development: How the candidate improves their skills and knowledge.
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Client outcomes: How the candidate’s high standards benefit clients.
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Ethical practice: How the candidate’s commitment to ethics affects their business.
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Investment in the profession: How the candidate supports the future of their profession.
The judges praised the high quality of applications in a field of top professionals.
Nicholas says, “This award reflects my unwavering passion for helping clients achieve their financial goals. I am excited to continue making a positive impact in the lives of those I serve.”
He is no stranger to awards, having won the Investment Advice Specialist of the Year at the 2021/22 Personal Finance Society Awards.
Chris Morris, Chartered MCSI, CISI head of Financial Planning policy and engagement said: “These awards recognise both individual and firm excellence along with those who have made an outstanding contribution to the Financial Planning profession.”
But what does all this mean for you?
Qualifications and awards success show that your finances are in good hands. Awards acknowledge those in financial services who go beyond what’s expected. They also highlight the high standards we aim to meet for you, our clients. Recognition from the CISI demonstrates our expertise and commitment to ethical practices and ongoing improvement.
This gives you peace of mind that your money will be well cared for. This is vital at every stage of your long-term financial plan, especially as your priorities change, as government policies shift, and as stock market ups and downs test your patience. No matter what happens in the world, you can count on us to be there for you.
