NAPFA - National Associations Of Financial Advisors

Robert J. Underwood Distinguished Service Award
Potential recipients: NAPFA member or staff.

Criterion: A significant contribution to the advancement of the practice of Fee-Only financial planning and advising.

This contribution may be a single act or a cumulative performance. Due to the difficulty of observing and measuring a practitioner's impact on his/her individual clients, it will not be a planner-of-the-year-type of award. Significance will be measured by a positive impact on practitioners, consumers, or the profession as a whole. The effort exerted by the candidate will also be considered.

Nomination process: Nominations will be solicited from the membership through the NAPFA Advisor. An announcement should be placed in the September issue. This will allow ample time to check any disciplinary records that may be available. The nomination should identify the specific act or performance for which the award is recommended, as well as a brief description of its impact.

Selection process: A committee of three individuals (the outgoing Chair and two other Directors as appointed by the Chair) will select from nominees submitted by the membership and the Board.

The Distinguished Service Award will be made in conjunction with the National Conference.

 

The award does not have to be granted every year.

The NAPFA Special Achievement Award

Potential recipients: Non-NAPFA member possibly a journalist, state or national politician, government employee etc.

Criterion: A significant contribution that greatly enhances Fee-Only financial advisors, the profession of providing financial consulting services, or helps educate consumers on the benefits of having a comprehensive financial plan and working with a highly qualified financial advisor.

This contribution may be a single act or a cumulative performance. Significance will be measured by a positive impact on practitioners, consumers, or the profession as a whole. The effort exerted by the candidate will also be considered.

Nomination process: Nominations will be solicited from the membership through the NAPFA Advisor. An announcement should be placed in the September issue. This will allow ample time to check any disciplinary records that may be available. The nomination should identify the specific act or performance for which the award is recommended, as well as a brief description of its impact.

Selection process: A committee of three individuals (the outgoing Chair and two other Directors as appointed by the Chair) will select from nominees submitted by the membership and the Board.

The NAPFA Special Achievement Award does not need to be given annually, but rather only given in years when someone truly deserves due to his or her contributions. The award will be made in conjunction with the National Conference.

 

The award does not have to be granted every year.

Criterion: Nominations require that a candidate has contributed significant effort to the advancement of NAPFA’s membership enrollment and/or procedures.

This criterion may be a single act or a cumulative performance. Due to the difficulty of observing and measuring a practitioner’s impact on the organization, it will not be an award given yearly. Significance will be measured by a positive impact on the organization as a whole and the effort exerted by the candidate.

Nomination process: Nominations will be solicited from the membership through the NAPFA Advisor. An announcement should be placed in the September issue. The nomination should identify the specific act or performance for which the award is recommended, as well as a brief description of its impact.

Selection process: A committee of three individuals (the outgoing Chair and two other Directors as appointed by the Chair) will select from nominees submitted by the membership and the Board.

The NAPFA Special Membership Award will be made in conjunction with the National Conference.

The award does not have to be granted every year.