Professional certification in finance

CFP Board Appoints Dawn Harris as Director, Diversity & Inclusion for the Center for Financial Planning

Retrieved on: 
Monday, April 5, 2021

WASHINGTON, April 5, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has named Dawn Harris as its Director of Diversity & Inclusion for the Center for Financial Planning.In this newly created position, Harris will be responsible for advancing diversity and inclusion programs and growing the number of diverse CFP professionals within the financial planning profession.

Key Points: 
  • WASHINGTON, April 5, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has named Dawn Harris as its Director of Diversity & Inclusion for the Center for Financial Planning.In this newly created position, Harris will be responsible for advancing diversity and inclusion programs and growing the number of diverse CFP professionals within the financial planning profession.
  • "CFP Board and the Center are committed to advancing a culture of diversity and inclusion throughout the financial planning workforce," said CFP Board CEO Kevin R. Keller, CAE.
  • CFP Board, along with its Center for Financial Planning, is committed to increasing the public's awareness of CFP certification and access to a diverse, ethical and competent financial planning workforce.
  • The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice.

Adit Ventures Launches Adit Genesis I, LP. an Early-Stage Venture Fund

Retrieved on: 
Tuesday, March 30, 2021

NEW YORK, March 30, 2021 /PRNewswire/ -- Adit Ventures is proud to announce its latest offering, Adit Genesis I, LP led by Managing Director Jon Cholak.

Key Points: 
  • NEW YORK, March 30, 2021 /PRNewswire/ -- Adit Ventures is proud to announce its latest offering, Adit Genesis I, LP led by Managing Director Jon Cholak.
  • Genesis already has nine active portfolio companies and plans to grow the portfolio to 20-25 companies over the next three years.
  • Adit seeks to capitalize on long-term secular trends in the global economy where they see dynamic areas of growth.
  • Adit Ventures uses a 10-step investment process incorporating its proprietary research on both quantitative and qualitative factors.

Results of New Practice Analysis Study to Shape CFP Board's Certification Requirements

Retrieved on: 
Tuesday, March 30, 2021

Theupdated topicswill be integrated in the education requirements for CFP certificationand assessedonthe CFP examstarting in March 2022.

Key Points: 
  • Theupdated topicswill be integrated in the education requirements for CFP certificationand assessedonthe CFP examstarting in March 2022.
  • "The Practice AnalysisStudyis an essential part of CFP Board's work to maintain the relevance of CFPcertification and ensure that it reflectsthecurrentpractice offinancial planning," said CFP Board CEO Kevin R. Keller, CAE.
  • "For the first time,our Practice Analysis Study included research with firms that hire CFP professionalsas well asclients of CFP professionals.
  • CFP Board's latest Practice Analysis Study also included the development of the first FinancialPlanningCompetency Framework,which outlines the attributes and behaviors CFP professionals need to serve today's financial planning clients and remain competitive.

CFP Board Imposes an Interim Suspension on Joseph M. Whitney of Mahwah, New Jersey

Retrieved on: 
Wednesday, March 24, 2021

WASHINGTON, D.C., March 24, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP certification against Joseph M. Whitney (Respondent) of Mahwah, New Jersey, which was effective as of March 23, 2021.

Key Points: 
  • WASHINGTON, D.C., March 24, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP certification against Joseph M. Whitney (Respondent) of Mahwah, New Jersey, which was effective as of March 23, 2021.
  • On March 2, 2021, CFP Board filed a Motion for Interim Suspension Order (Motion) pursuant to Article 2.1.a.1 of CFP Board's Procedural Rules requesting the Disciplinary and Ethics Commission (DEC) issue an Interim Suspension Order against Mr. Whitney.
  • An interim suspension is a suspension of a CFP professional's Certification and Trademark License during the pendency of proceedings.
  • An Interim Suspension Order is a temporary sanction and does not preclude CFP Board from imposing a final sanction.

CFO & Treasury Summit Asia 2021 coming to you virtually on 20 April 2021

Retrieved on: 
Wednesday, March 24, 2021

SINGAPORE, Mar 24, 2021 - (ACN Newswire) - Following a year of unprecedented disruption, business technology adoption has rapidly accelerated across Asia.

Key Points: 
  • SINGAPORE, Mar 24, 2021 - (ACN Newswire) - Following a year of unprecedented disruption, business technology adoption has rapidly accelerated across Asia.
  • The newly launched CFO & Treasury Summit Asia 2021 is the first event to kick off The Accounting & Finance Show Asia 2021 series and will bring together the finance leaders and corporate treasurers from medium and large enterprises across Asia.
  • They will be empowering the CFO and Treasury community through the presentation of integrated solutions at their respective conference sessions.
  • The CFO & Treasury Summit Asia promises to bring together the finance community at just the right time, and we are delighted to be a part of the event."

Passehl Financial Advisors Earn Designations as Team Continues to Grow

Retrieved on: 
Monday, March 22, 2021

PHILADELPHIA, March 22, 2021 /PRNewswire-PRWeb/ -- Geoffrey Passehl, CLU, ChFC, CASL, RICP, founder of Passehl Financial Services, has earned the Wealth Management Certified Professional (WMCP) designation from The American College of Financial Services.

Key Points: 
  • PHILADELPHIA, March 22, 2021 /PRNewswire-PRWeb/ -- Geoffrey Passehl, CLU, ChFC, CASL, RICP, founder of Passehl Financial Services, has earned the Wealth Management Certified Professional (WMCP) designation from The American College of Financial Services.
  • As a team, Passehl Financial now holds nine professional designations, and the firm continues to seek advanced education and training as it grows.
  • Passehl Financial strives to be at the forefront of knowledge for its clients and Mr. Passehl considers himself a perpetual learner.
  • Geoffrey J Passehl uses Passehl Financial Services as a marketing name for doing business as a representative of Northwestern Mutual.

Corporate Finance Institute® (CFI) Announces Acquisition of Macabacus and Surpasses 4 Million Course Enrollments

Retrieved on: 
Friday, March 19, 2021

CFI announces the acquisition of Macabacus, the leading Microsoft Office Add-In for finance professionals.

Key Points: 
  • CFI announces the acquisition of Macabacus, the leading Microsoft Office Add-In for finance professionals.
  • VANCOUVER, BC, March 19, 2021 /PRNewswire/ - Today, Corporate Finance Institute (CFI) , the leading global provider of financial analyst training and certification programs announced the acquisition of Macabacus , creating the most effective and in-depth online finance training platform in the world.
  • As part of this acquisition, Elephant and Arthur Ventures have made additional investments in CFI, bringing the company's previously unannounced total funding raised to US $48 million.
  • Banks, institutions, and finance teams across sectors and geographies are transitioning to modern financial analyst practices, while approximately 90% of all finance professionals lack a certification or designation.

University of Dubuque Partners with Kaplan to Strengthen Students’ Work Readiness and Employability in the Financial Sector

Retrieved on: 
Tuesday, March 16, 2021

With more than 77,000 graduates of the Colleges program for CFP certification, University of Dubuque students will benefit from unparalleled experience in financial education.

Key Points: 
  • With more than 77,000 graduates of the Colleges program for CFP certification, University of Dubuque students will benefit from unparalleled experience in financial education.
  • Students also have the option of enrolling in the seven-course CFP certification education program (non-degree seeking).
  • The University of Dubuque is taking a significant leadership role in this movement, said Eric Kuennen, executive director of work readiness solutions, University Partners, Kaplan.
  • For more information about the Master in Management Holistic Wealth Management degree at the University of Dubuque, students can visit http://www.dbq.edu/MMWM .

Investment & Wealth Institute Announces "100-Day Scholarship Giveaway" for Women in Wealth in Response to the #ChooseToChallenge Movement

Retrieved on: 
Monday, March 15, 2021

The Institute established an ambitious goal to award 100 certification-based, partial scholarships to women practitioners in the wealth management industry over the next 100 days.

Key Points: 
  • The Institute established an ambitious goal to award 100 certification-based, partial scholarships to women practitioners in the wealth management industry over the next 100 days.
  • The Investment & Wealth Institute announced a "100-Day Scholarship Giveaway" for Women in Wealth.
  • In its first year of operation, the Scholarship Fund awarded $226,870 to 191 students.
  • The percentage of women who applied for an Institute certification in 2020 increased by nearly 30% over the Investment & Wealth Institute's total female membership percentage.

Avantax Wealth Management’s Davin Carey Recognized by Forbes Among Top Wealth Advisors in California

Retrieved on: 
Thursday, March 11, 2021

DALLAS, March 11, 2021 (GLOBE NEWSWIRE) -- Avantax Wealth Management Financial Professional Davin Carey was named among the best advisors in California by Forbes Magazine, earning a spot on the publications annual Best-In-State Wealth Advisors list .

Key Points: 
  • DALLAS, March 11, 2021 (GLOBE NEWSWIRE) -- Avantax Wealth Management Financial Professional Davin Carey was named among the best advisors in California by Forbes Magazine, earning a spot on the publications annual Best-In-State Wealth Advisors list .
  • A longtime Avantax Financial Professional, Carey recently joined Avantax in a new capacity as Regional Vice President - Financial Planning Consultant.
  • Im excited to be named among Forbes Best-in-State Advisors for California, said Carey.
  • Avantax Wealth Management (which comprises the Wealth Management business of Blucora, Inc.) offers a tax-advantaged approach for comprehensive financial planning.