Submissions Due June 1, 2021

The Heart of Financial Planning Award recognizes individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public. Notable individuals, organizations/firms, or groups working in the areas of FPA member education, FPA chapter support, financial literacy, professional innovation, community education, and other service-focused endeavors are excellent candidates for the award. This is among the highest honor awarded to members of the FPA community involved with service. The recipient(s) are recognized at FPA's Annual Conference.

Eligible nominees could include an FPA individual member, a financial planning firm, an FPA chapter, a professional (e.g. attorney, CPA, professor, journalist) or any other organization or individual that you believe has done extraordinary work to contribute or give back to our financial planning community and/or the public.

If you're submitting a Heart of Financial Planning Award document instead of using this form, skip to question 17 to upload your document. 

*FPA staff is not eligible for the award
Contact Awards@OneFPA.org with questions

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* 1. What is your name?

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* 2. What is your phone number?

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* 3. What is your email address?

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* 4. Nominee Name:

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* 5. Nominee phone number:

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* 6. Nominee email address

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* 7. Nominee type:

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* 8. Please check the area which your nominee is making an extraordinary contribution (check all that apply):

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* 9. Provide a short explanation describing why your nominee should be considered for this award. If you are recommending a company or organization, focus on the contribution of the company or organization.

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* 10. Please Review our Core Values:

At FPA, our Core Values represent who we are. They describe our intended state of being. We want to attract as members those who share our values:

Competence: Our dedication to competence requires not only lifelong learning, but also that we continually assess our ability to appropriately and effectively address the needs of those we serve.

Integrity: We strive to have ever more congruence between our words and deeds, and to deliver genuine value to those whom we serve.

Relationships: We are committed to open, inclusive and respectful relationships, including collaboration among diverse parties on common interests.

Stewardship: We recognize our responsibility to act with vision, ever mindful of the effects of our actions today and tomorrow on the future.

Do you believe this person embodies these values?

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* 11. Briefly describe how the nominee demonstrates the FPA Core Value of Competence:

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* 12. Briefly describe how the nominee demonstrates the FPA Core Value of Integrity:

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* 13. Briefly describe how the nominee demonstrates the FPA Core Value of Collaboration/Relationships:

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* 14. Briefly describe how the nominee demonstrates the FPA Core Value of Stewardship:

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* 15. Please let us know where you heard about the award

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* 16. Optional: Anything else you'd like us to know?

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* 17. Optional: Upload any supporting documentation or nomination form

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* 18. Optional: Additional documentation upload if needed

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* 19. Optional: Additional documentation upload if needed

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* 20. Optional: Additional documentation upload if needed

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* 21. Optional: Additional file upload if needed

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