2026 Nomination Form

Established in 2025, the Financial Planning Hall of Fame honors visionary individuals whose transformational achievements have fundamentally shaped the profession, elevated its standards and enhanced its impact on society.

1. Please provide the nominee's information below. *This question is required.

Nominee Name *This question is required.

Nominee Title *This question is required.

Nominee Organization *This question is required.

Nominee Phone *This question is required.

Nominee Email *This question is required. This question requires a valid email address.

2. Major achievements and contributions Describe the activities, innovations, outcomes or attributes that demonstrate the nominee’s contribution to the financial planning profession. Be sure to specify the time period of the activities or achievements.

3. Transformational Impact Describe how the nominee’s achievements transformed the financial planning profession and how those contributions continue to influence the profession or benefit the public today.

4. Scope of impact Describe who has been positively impacted by the nominee’s achievements or contributions (e.g., consumers, CFP^®professionals, students, firms, policymakers).

5. Enduring Significance Provide any additional details about the nominee’s lasting legacy, including how their work has shaped the profession’s trajectory or inspired future leaders.

6. Supporting Evidence (OPTIONAL) Provide supporting materials and web links to articles, research, speeches, reports or other documentation demonstrating the nominee’s impact.

7. (OPTIONAL) If you would like to upload any additional documentation, please do so here.

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8. Please provide the nominator's information below. *This question is required.

Nominator Name *This question is required.

Nominator Title *This question is required.

Nominator Organization *This question is required.

Nominator Phone *This question is required.

Nominator Email *This question is required. This question requires a valid email address.