The Monetary Recommendation Affiliation Australia (FAAA) has offered Kristine Pham of Lipman Burgon and Companions with the Gwen Fletcher Memorial Award for semester one in all 2023.
Named after the late ‘First Girl of Monetary Planning’, the award recognises the 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 mentioned the CFP Certification Program was a really rewarding expertise.
“I’m glad I continued in finishing the CFP program as a result of it positively required loads of work and rigour to finish,” Ms Pham mentioned.
“It’s fairly straightforward to change into distracted by the noise in relation to advising on sure matters with shoppers. The CFP program encourages you to step again and see the larger image, which matches a great distance when advising in the true world.
“Having applications out there to new advisers such because the CFP program will deliver monetary planning to the subsequent degree and assist them to dwell as much as their potential. Extra nice advisers means we are able to dwell as much as actually changing into a occupation.”
FAAA chief govt 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 finest. Gwen was devoted to the best ranges of professionalism in monetary planning, and I’ve all the arrogance in Kristine’s skill to dwell 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 offer the very best quality monetary recommendation to Australians after 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 yr. It’s a image of excellence for monetary planners around the globe who’re actively dedicated by increased training and accountability to adhering to world-class skilled and moral requirements. The CFP designation presents monetary planning professionals a strategy to differentiate themselves within the occupation.
For extra data on the CFP Certification Program, go to https://faaa.au/financial-planning-education/cfp-certification/
