The Monetary Planning Affiliation of Australia (FPA) has introduced Jessica Dean of Globe Monetary Planning as the most recent recipient of the Gwen Fletcher Memorial Award for the Summer season semester of 2022.
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 Dean is a monetary adviser at Globe Monetary Planning, primarily based in Perth. She accomplished a Bachelor’s Diploma in Commerce on the College of Western Australia in 2015, and accomplished a Graduate Diploma of Monetary Planning at Kaplan Skilled in 2021.
She mentioned she likes how the CFP Certification Program is constructed round advanced drawback fixing, and that you just needed to deliver collectively all of your expertise and every part you’ve learnt and apply it to completely different conditions.
“The CFP program allowed me the flexibleness to use myself to the core goal of being an adviser, which is to contemplate the scenario of all our purchasers, assess what are their greatest choices, and write some good recommendation primarily based on that,” Ms Dean mentioned.
“In my earlier examine, I used to be studying from generic examples that didn’t actually translate to the true world. What’s nice in regards to the CFP program was that the questions and the exams are fairly actual, nuanced, and sophisticated, which is what human beings are.
“Having undertaken the CFP program has enabled me to actually problem my very own methods of considering and has actually ready me for advising in the true world. Now I really feel extra able to assume outdoors the field and deal with advanced shopper conditions than I did beforehand.”
Analysis by CoreData for the FPA discovered 9 in 10 customers say they belief a CFP skilled to ship dependable and priceless recommendation when in comparison with different professionals.
FPA chief government officer Sarah Abood congratulated Ms Dean on her win.
“What Jessica has achieved is excellent. The Gwen Fletcher Award displays an ongoing dedication to the very best ranges of professionalism in monetary planning. Gwen was a pioneer in monetary planning schooling and elevated the occupation to new heights, and I’m assured that Jessica will proceed this proud legacy.
“The CFP Certification Program is an integral a part of the FPA’s work to deliver the monetary planning occupation ahead and help planners with the abilities and confidence to ship the highest quality monetary recommendation to Australians.”
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 yr. It’s a image of excellence for monetary planners around the globe who’re actively dedicated via larger schooling and accountability to adhering to worldclass skilled and moral requirements. The CFP designation affords monetary planning professionals a method to differentiate themselves within the occupation.
For extra info on the CFP Certification Program, go to fpa.com.au/cfp.