Bring Out The Best

Canada’s Financial Planning Awards are Back

Compete in the 2025 Financial Planning Awards — where Canada’s top financial planners push the envelope & prove their excellence.
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Unite

Bring together the best in the profession and sharpen our skills.

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Elevate

Celebrate excellence in Canadian financial planning.

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Uplift

Shine a light on extraordinary planners.

Welcome to the 2025 Financial Planning Awards

The 2025 Financial Planning Awards is a chance for Canada’s most skilled and principled financial planners to put their best work forward.

This national event celebrates client-focused advice and recognizes those setting the standard for excellence in the profession.

Hosted by the Financial Planning Association of Canada —  in partnership with the Institute of Advanced Financial Planners — the FP Awards highlight expertise, innovation, and integrity in financial planning.

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"The Awards gave me the chance to reflect on my value, sharpen my craft, and ultimately aligned me with a community of like-minded planners (FPAC) focused on getting incrementally better"

Zak Smith, Past Winner

"Winning the Global Financial Planning Award three times was an invaluable experience. Not only did it test my skills at the highest level, but it also provided a rare opportunity to receive feedback from some of the industry’s top experts. Their insights helped refine my approach and enhance my process in ways I wouldn’t have achieved alone. The entire experience was both affirming and educational—challenging me to grow and improve while reinforcing the best practices that drive success in financial planning. I highly recommend it to anyone looking to elevate their craft."

Jason Pereira, 3x's Past Winner

"Before entering Plan Plus Global Financial
Planning Awards, I did not know how my skills stacked up with my peers. The Financial Planning Awards gave me the chance to present my work and receive invaluable feedback from seasoned financial planners. Winning the Awards challenged me to continuously hone my skills and keep learning!"

Ngoc Day, Runner-Up
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The 2025 FP Awards

Honouring Canada’s Finest in Financial Planning

Planners from across Canada are coming together to show what top-flight financial planning looks like in 2025.

Compete to see how your work measures up against the nation’s best and gain insights from senior experts.

These awards emphasize ethical, client-first practices that reflect the values of our leading professionals.

By joining, you’ll grow your skills, showcase your work, and gain the recognition you deserve. 

With competitors from provinces and territories across Canada, the Awards support a true sense of community in Canada’s financial planning profession.

Be Part of Something Great

As a sponsor, you’ll gain visibility with influential planners and support the future of the profession.

Your partnership helps elevate ethical, client-focused practices. 

A few sponsorship spots remain—secure yours today.

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Show the Industry What You’re Made Of

Showcase your best work and see how it stacks up against the top financial planners in Canada. 

Gain valuable feedback, and take part in a national celebration of excellence.

Entering is simple. Just register online, follow the submission guidelines, and get ready to compete.

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The Rewards of Competing

Earn Recognition. Gain Insights. Elevate Your Career.

Being a finalist for the 2025 FP Awards — or even being a winner — is rewarding in itself, and for the expert feedback you receive.

In addition to national recognition, publicity and a customized plaque, the winner receives round-trip airfare, accommodation, and admission to the 2025 IAFP Annual Symposium in Nanaimo, B.C. (September 24–27, 2025).

This free trip gives the winner the chance to enjoy the Awards presentation in-person, at an event promoted and live-streamed across the country.

FP Awards Logo 2025

How the Awards Work

What Competitors Need to Know

The Financial Planning Awards follow clear and transparent rules to ensure a fair competition.

These rules ensure the competition highlights the profession's highest values and standards.

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Submission Requirements

Competitors must submit a detailed, redacted financial plan that showcases their expertise in client-focused, ethical planning. The first submission will be requested via a form sent to participants, and it will follow a pass/fail evaluation process.

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Eligibility

Open to financial planners actively practising in Canada holding a recognized designation (QAFP, CFP, or R.F.P.).

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Judging Process

Plans are evaluated by a panel of expert judges using standardized scoring criteria.

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Feedback for Growth

Every participant receives feedback for growth, with finalists getting an in-depth critique.

Key Dates

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March 3 — Registration Opens
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April 30 — Registration Closes
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May 25 — Semi Finalists Notified
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June 30 — Deadline for Semi Finalists to Submit Redacted Plans
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Week of August 4 — Finalist Presentations
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August 15 — Winner Announced
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September 24-27 — Winner Attends IAFP Symposium and Receives Award

Attend The Awards in Nanaimo

Join us in Nanaimo, B.C., from September 24-27, 2025, as part of the IAFP

Symposium, where we'll announce our winners

Surrounded by the beauty of Vancouver Island, this in-person event will be an opportunity to connect, feel the energy, and be inspired.

IAFP is a proud partner of the 2025 FP Awards, and their annual Symposium is a can't miss event for connections, conversations, and celebrating our profession.

*FPAC Members get a Discount
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Watch the 2025 FP Awards Live

Your Front Row Seat, From Sea to Sea

Can’t make it to Nanaimo? Tune in to the livestream and join financial planners, industry leaders, media, and watchers across Canada for this prestigious event.

It’s the easiest way to be part of the event and see the behind-the-scenes action.

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A Legacy of Excellence, Revived

The Global Financial Planning Awards, launched in 2013 by PlanPlus Global, celebrated outstanding planners across the Americas, Europe, and Asia, and showcased the value of comprehensive, client-focused planning.

The awards ended in 2020, leaving a gap in recognizing excellence. Now, FPAC is proud to revive this tradition, continuing its mission to celebrate great work and elevate the profession in Canada.

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Cover the 2025 FP Awards

This is your chance to spotlight the people and ideas shaping the future of the profession.

Do You Care About the Future of Financial Planning in Canada?

The Financial Planning Association of Canada (FPAC) is a volunteer-led, non-profit membership organization dedicated to elevating the profession. 

FPAC works to improve the quality and accessibility of client-focused financial planning services, with a commitment to ethics, professionalism, and community.

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