The Monetary Recommendation Affiliation Australia (FAAA) has offered Kristine Pham of Lipman Burgon and Companions with the Gwen Fletcher Memorial Award for semester one among 2023.
Named after the late ‘First Woman of Monetary Planning’, the award recognises the very best performing scholar within the CFP Certification Unit (CFP C) for every semester, with demonstrable dedication to offering high-quality monetary recommendation.
Ms Pham is a monetary adviser at Lipman Burgon and Companions, based mostly in Sydney. She joined the agency in 2021 and has seven years expertise in monetary planning. She accomplished a Bachelor’s Diploma in Commerce on the College of New South Wales, and holds a Diploma of Monetary Planning on the Monarch Institute.
She stated the CFP Certification Program was a really rewarding expertise.
“I’m glad I persevered in finishing the CFP program as a result of it undoubtedly required lots of work and rigour to finish,” Ms Pham stated.
“It’s fairly straightforward to turn out to be distracted by the noise on the subject of advising on sure subjects with shoppers. The CFP program encourages you to step again and see the larger image, which matches a great distance when advising in the actual world.
“Having packages out there to new advisers such because the CFP program will carry monetary planning to the subsequent degree and assist them to stay as much as their potential. Extra nice advisers means we will stay as much as really turning into a occupation.”
FAAA chief government officer Sarah Abood congratulated Ms Pham for the award.
“Kristine is a shining instance of what the monetary planning occupation can obtain for shoppers when it’s at its greatest. Gwen was devoted to the very best ranges of professionalism in monetary planning, and I’ve all the arrogance in Kristine’s capacity to stay as much as that legacy.
“The CFP Certification Program will proceed to be an vital a part of the FAAA’s work to advancing the monetary planning occupation and equip planners with the talents and confidence wanted to supply the highest quality monetary recommendation to Australians once they want it most.”
The CFP designation is the most important and best-recognised monetary planning designation globally, with greater than 213,000 CFP professionals worldwide, a rise of almost 5 per cent from final 12 months. It’s a image of excellence for monetary planners all over the world who’re actively dedicated by way of increased schooling and accountability to adhering to world-class skilled and moral requirements. The CFP designation gives monetary planning professionals a solution to differentiate themselves within the occupation.
For extra info on the CFP Certification Program, go to https://faaa.au/financial-planning-education/cfp-certification/