Professional certification in finance

One Earth Rising™ Continues to Show Momentum and Traction by Revealing an Investment to Scale Operations with Adit Ventures

Retrieved on: 
Tuesday, March 9, 2021

Adit buys both primary and secondary shares on behalf of investors from a global network of relationships cultivated over their 150 years of principal investing experience.

Key Points: 
  • Adit buys both primary and secondary shares on behalf of investors from a global network of relationships cultivated over their 150 years of principal investing experience.
  • 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.
  • Adit has invested in some of the world's leading companies with exits in Airbnb, GoPro, Lemonade, Palantir, SharesPost, Spotify, Snap and Lyft.

CFP Board Center for Financial Planning and Dalton Education Announce New Diversity-Focused Scholarship

Retrieved on: 
Thursday, March 4, 2021

WASHINGTON, March 4, 2021 /PRNewswire/ --The CFP Board Center for Financial Planning and Dalton Education announced today the launch of the Dalton Education CFP Exam Review Course Scholarship that seeks to advance diversity in the financial planning profession.

Key Points: 
  • WASHINGTON, March 4, 2021 /PRNewswire/ --The CFP Board Center for Financial Planning and Dalton Education announced today the launch of the Dalton Education CFP Exam Review Course Scholarship that seeks to advance diversity in the financial planning profession.
  • 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.
  • Dalton Education, LLC, a CeriFi company, is a leading provider of innovative education solutions in financial planning.

Number Of Certified Financial Planner Professionals Worldwide Tops 192,000

Retrieved on: 
Thursday, March 4, 2021

NEW YORK, March 4,2021 /PRNewswire/ -- Financial Planning Standards Board Ltd. (FPSB) , the standards-setting body for the global financial planning profession and owner of the international Certified Financial Plannercertification program outside the United States, reported steady growth in the number of CFP professionals worldwide last year, despite the challenges presented by the COVID-19 pandemic.

Key Points: 
  • NEW YORK, March 4,2021 /PRNewswire/ -- Financial Planning Standards Board Ltd. (FPSB) , the standards-setting body for the global financial planning profession and owner of the international Certified Financial Plannercertification program outside the United States, reported steady growth in the number of CFP professionals worldwide last year, despite the challenges presented by the COVID-19 pandemic.
  • With a net gain of 4,658 CFP professionals, FPSB and its global network of affiliate organizations grew the number of CFP professionals worldwide by 2.5 percent to a total of 192,762, as of 31 December 2020.
  • Despite the challenges of COVID-19, the number of CFP professionals around the world grew 2.5% in 2020.
  • FPSB demonstrates its commitment to excellence with the marks of professional distinction CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark which it owns outside the United States.

Number Of Certified Financial Planner Professionals Worldwide Tops 192,000

Retrieved on: 
Thursday, March 4, 2021

NEW YORK, March 4,2021 /PRNewswire/ -- Financial Planning Standards Board Ltd. (FPSB) , the standards-setting body for the global financial planning profession and owner of the international Certified Financial Plannercertification program outside the United States, reported steady growth in the number of CFP professionals worldwide last year, despite the challenges presented by the COVID-19 pandemic.

Key Points: 
  • NEW YORK, March 4,2021 /PRNewswire/ -- Financial Planning Standards Board Ltd. (FPSB) , the standards-setting body for the global financial planning profession and owner of the international Certified Financial Plannercertification program outside the United States, reported steady growth in the number of CFP professionals worldwide last year, despite the challenges presented by the COVID-19 pandemic.
  • With a net gain of 4,658 CFP professionals, FPSB and its global network of affiliate organizations grew the number of CFP professionals worldwide by 2.5 percent to a total of 192,762, as of 31 December 2020.
  • "Through the COVID-19 pandemic, people relied on CFP professionals to help build their emergency savings, reconsider debt strategies, and stay on track with longer-term financial and life goals.
  • FPSB demonstrates its commitment to excellence with the marks of professional distinction CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark which it owns outside the United States.

Association of Independent Mortgage Experts Announces 2021 Sponsorships

Retrieved on: 
Wednesday, March 3, 2021

The Association of Independent Mortgage Experts (AIME), a non-profit, national trade membership association created exclusively for independent mortgage brokers, revealed its 2021 sponsors consisting of industry partners committed to supporting and nurturing the continued growth of the wholesale channel.

Key Points: 
  • The Association of Independent Mortgage Experts (AIME), a non-profit, national trade membership association created exclusively for independent mortgage brokers, revealed its 2021 sponsors consisting of industry partners committed to supporting and nurturing the continued growth of the wholesale channel.
  • AIMEs advocacy and authority in the wholesale channel have positioned independent mortgage professionals for long-term success and continue in its efforts dedicated to the growth of brokers in the mortgage industry.
  • The majority of this years sponsors include advocates that have been aligned with the association since its inception, including United Wholesale Mortgage, Homepoint, and Equity Prime Mortgage leading the way in the top tiers of sponsorship, with EPM increasing its sponsorship level to Platinum for 2021.
  • Returning sponsors also include CF Wholesale, REMN Wholesale, AFR Wholesale, Finance of America, PRMG, Flagstar Bank, RCN Capital, Guaranty Home Mortgage, Finance of America, and Class Valuation.

Committed Ambassadors Represent Financial Consulting Association

Retrieved on: 
Tuesday, March 2, 2021

The Association strengthens the financial services profession at large through adherence to and promotion of ethical behavior by their members and a focus on continuing professional education.

Key Points: 
  • The Association strengthens the financial services profession at large through adherence to and promotion of ethical behavior by their members and a focus on continuing professional education.
  • "Just as they serve their clients in promoting their financial future, they collectively inspire others to become members and adhere to the Association's Code of Ethics."
  • "Our Ambassadors continue to represent the Association admirably," continues Bailey.
  • Susan Cappa, International Association of Registered Financial Consultants, 5134241589, [email protected]

AFCPE® and FINRA Foundation Seek Applicants for Military Spouse Fellowship

Retrieved on: 
Monday, March 1, 2021

WASHINGTON, March 1, 2021 /PRNewswire/ -- The FINRA Investor Education Foundation Military Spouse Fellowship program is accepting applications for its 2021 class of Spouse Fellows.

Key Points: 
  • WASHINGTON, March 1, 2021 /PRNewswire/ -- The FINRA Investor Education Foundation Military Spouse Fellowship program is accepting applications for its 2021 class of Spouse Fellows.
  • The Fellowship is provided by the FINRA Investor Education Foundation in partnership with the Association for Financial Counseling and Planning Education (AFCPE), which administers the certification.
  • Since 2006, the FINRA Foundation has provided more than 1,600 military spouses the opportunity to earn the AFC certification.
  • "This program uniquely impacts both the individual military spouse and the larger military community," said Rebecca Wiggins, AFCPE Executive Director.

First 20 Diversity Scholarships for CFP® Certification Awarded by College for Financial Planning®—a Kaplan Company

Retrieved on: 
Thursday, February 25, 2021

The College for Financial Planninga Kaplan Company has announced the first 20 recipients of its nearly half-a-million-dollar Diversity Scholarship Program , which offers up to 60 scholarships annually to underrepresented, qualified individuals pursuing the education requirement necessary to attain CERTIFIED FINANCIAL PLANNER certification.

Key Points: 
  • The College for Financial Planninga Kaplan Company has announced the first 20 recipients of its nearly half-a-million-dollar Diversity Scholarship Program , which offers up to 60 scholarships annually to underrepresented, qualified individuals pursuing the education requirement necessary to attain CERTIFIED FINANCIAL PLANNER certification.
  • The College created the Diversity Scholarship Program for CFP Certification to help foster diversity and inclusion in the financial planning profession.
  • We're pleased to award our first 20 scholarships to these deserving individuals and are excited to be a part of their professional journeys in financial planning, said Dirk Pantone, President of the College for Financial Planninga Kaplan Company.
  • Individuals awarded scholarships associated with this deadline would start their one-year CFP certification education program in July 2021.

New scholarship fund advances women in financial services

Retrieved on: 
Tuesday, February 16, 2021

This scholarship will be offered exclusively by The American College of Financial Services to women seeking the Wealth Management Certified Professional (WMCP) designation.

Key Points: 
  • This scholarship will be offered exclusively by The American College of Financial Services to women seeking the Wealth Management Certified Professional (WMCP) designation.
  • "It's the mission of the Center for Women in Financial Services to support women in their aspirations for success in the financial services profession through education, research and awareness.
  • The American College of Financial Services was founded in 1927 and is the nation's largest nonprofit educational institution devoted to financial services.
  • Founded in 1936, Women in Insurance and Financial Services (WIFS) is an association of financial services professionals working together to Attract, Develop and Advance women in an underrepresented profession.

CFP Board Appoints William A. Nelson as Assistant General Counsel

Retrieved on: 
Wednesday, February 3, 2021

WASHINGTON, Feb. 3, 2021 /PRNewswire/ --CFP Board announced today the appointment of William A. Nelson, J.D., LL.M., to the newly created position of Assistant General Counsel.

Key Points: 
  • WASHINGTON, Feb. 3, 2021 /PRNewswire/ --CFP Board announced today the appointment of William A. Nelson, J.D., LL.M., to the newly created position of Assistant General Counsel.
  • William is returning to CFP Board after four years of service as Public Policy Counsel from 2013-2017.
  • He will report directly to CFP Board General Counsel Leo G. Rydzewski.
  • "As a highly accomplished attorney, William brings considerable experience in the areas of securities regulation, compliance and financial services policy to CFP Board," said CFP Board CEO Kevin R. Keller, CAE.