Excellence acknowledged

//Excellence acknowledged

Excellence acknowledged

Chartered planner up for award

Chartered Wealth Solutions is, once again, fully supporting one of its financial planners in his endeavor to be awarded the prestigious Financial Planning Institute’s Financial Planner of the Year award for 2014.

Donovan Adams, CFP, Senior Financial Planner and Retirement Specialist at Chartered Wealth Solutions, was a 2013 finalist in this esteemed competition, which measures excellence in the financial planning profession.  He was awarded this accolade at the annual FPI Convention 2013, by FPI CEO, Godfrey Nti, and FPI Chairperson, Prem Govender.

Selection and qualification criteria for this award are stringent:  candidates from across the country have to submit an actual Financial Plan in which they outline their financial planning analysis and recommendations for a particular (anonymous) client. Only the top 10 selected Plans are shortlisted and marked by examiners, who then select a top five.  These achievers are visited at their places of work by a panel of judges for an interview which includes questions on the case study, compliance, licences, Continuous Professional Development, and practice management.

Why is this award significant for a financial planner?

“Firstly, since financial planning is still a relatively young profession,” says Donovan, “this award provides a bench mark against which we can measure our performance, which translates into added value offered to clients. Secondly, this is a great growth opportunity for any financial
planner.  You are measured by your peers and against others striving for excellence in the industry.  Last year was my first entry into the competition, and the winner and other finalist were in their third attempt.  The entire process certainly makes you raise your game!”

Donovan is following in prestigious footsteps:  Chartered Wealth’s CEO, John Campbell, won the award in 2008, having been a finalist in 2007; Lionel Karp was the winner in 2005, following being a finalist in four previous years; and Pat Blamire, also a Chartered senior financial planner and retirement specialist, was a finalist in 2010.

As a final word, Donovan comments on why he loves this industry.  “Being a financial planner can be compared in some respects to being an architect.  We ask our clients what their ideal vision for the future is – much as a client may envisage their dream home.  We then create a plan to ‘build’ that ideal future in the most efficient way possible.  The ability to help clients realise their dreams and make a tangible difference in their lives gives me a great sense of significance and satisfaction.”

By | 2017-07-11T12:21:23+00:00 Apr 11, 2014|News|0 Comments

About the Author:

Chartered Wealth Solutions

Chartered Wealth Solutions is the only financial planning business in South Africa specialising in helping people retire successfully. Our passion is to inspire clients to live a well-balanced and fulfilled life by promoting personal and financial longevity through dynamic retirement planning.

Leave A Comment