Jury will consider the following:
- Originality/Creative Impact
- Initiative is original, or
- Initiative found a unique way to present a familiar educational concept
- Initiative demonstrated commitment by firm to educational leadership and excellence
- Relevance
- Initiative is relevant and suitable for the target audience(s)
- Initiative is objective
- Quality
- Initiative leads investors to a better understanding of mutual funds, financial planning or investing in general
- Initiative is delivered in appropriate language for target audience(s)
- Initiative was successful in meeting the targeted objectives (using either qualitative or quantitative measurements)
- Accessibility
- Initiative is readily available (print, web, media, advisor, etc.) to the target audience(s)
- Results
This award is voted upon by a senior jury and is chosen from your submissions. Jury will take organization size into account during review.
An administration fee of $200 (plus GST) will be applied to each submission. Firms may submit any number of total submissions.
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