February 2020 Events

February 2020 Events

Jan 30 to 31 Mar – MFPYA 2020 – MY

The Malaysian Financial Planner of the Year Award (MFPYA) competition is open for registration and submissions until March 31. For more information on the 2020 MFPYA competition go to www.planplusawards.com/mfpya.

Register here.

Jan 30 to 31 Mar – Canada Financial Planning Awards 2020 – CA

The PlanPlus Global Canada Financial Planning Awards are now open for registration and submissions. For more information on the 2020 Canada Financial Planning Awards go to www.planplusawards.com/canada.

Register here.

Feb 20 to 22 – Academic Research Colloquium – USA

Shawn Brayman will travel to Arlington, Virginia, USA where he will attend the 2020 Academic Research Colloquium in Arlington Virginia where PlanPlus Global will have a booth.

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
Ron Wilkinson - Portland, Oregon, USA