Sunday, March 26, 2023

Abacus Launches Scholarship for Elevated Variety in Monetary Planning

CFP Board Middle for Monetary Planning and Abacus Launch Scholarship 

The CFP Board Middle for Monetary Planning (“Middle”) and Abacus Wealth Companions introduced at present the launch of Abacus Wealth Companions Scholarship for Elevated Variety in Monetary Planning. This scholarship goals to advance the monetary planning career by offering monetary help to college students pursuing CFP® certification who’re from populations underrepresented within the career and have a monetary want. 

The scholarship will provide as many as 4 awards per yr of as much as $5,000 per pupil looking for to finish an undergraduate-level or a certificate-level CFP Board Registered program in monetary planning, both of which might qualify the scholar to sit down for the CFP® examination. Eligible scholarship candidates should be enrolled in an eligible CFP Board Registered Program on the time of receiving the award and should establish as Asian, Black or African American, Hawaiian Native or Pacific Islander, Hispanic or Latino, American Indian or Alaskan Native, or two or extra of those ethnicities. 

“The Middle’s partnership with Abacus Wealth Companions is one other constructive step ahead in shifting nearer to our purpose of making a extra numerous and sustainable monetary planning career,” mentioned CFP Board CEO Kevin R. Keller, CAE. “Monetary planners are in excessive demand, and this new scholarship will assist us construct the subsequent era of CFP® professionals.”

Abacus Wealth Companions (Abacus) is a registered funding advisor (RIA) agency that manages roughly $3 billion in belongings and gives monetary planning companies to greater than 1,500 purchasers throughout the US. Abacus has partnered with the Middle to supply this scholarship in an effort to advance the monetary planning career so that each American has entry to competent and moral monetary planning recommendation.

“At Abacus, our mission is to develop what’s attainable with cash. This implies being considerate in regards to the social and environmental impression of the investments we handle, serving to individuals to not merely construct wealth, however to stay extra fulfilling lives, and effecting change within the monetary companies business to create and serve a extra numerous and equitable career and shopper base,” mentioned Abacus Co-CEO Mary Beth Storjohann. “We’re happy to be partnering with the CFP Board Middle for Monetary Planning to supply this scholarship in an effort to additional enhance the business’s expertise pipeline and to create a career that features a really numerous vary of views, lived experiences, and backgrounds.”

The deadline to use for a scholarship award is April 2, 2023. The applying and additional details about the Abacus Wealth Companions Scholarship for Elevated Variety in Monetary Planning might be discovered on CFP Board’s web site at CFP.internet/Scholarships.

Concerning the CFP Board

CFP Board is the skilled physique for private monetary planners within the U.S. CFP Board consists of two affiliated organizations targeted on advancing the monetary planning career for the general public’s profit. CFP Board Middle for Monetary Planning addresses variety and workforce improvement challenges and conducts and publishes analysis that provides to the monetary planning career’s physique of data. CFP Board of Requirements units and upholds requirements for monetary planning and administers the celebrated CERTIFIED FINANCIAL PLANNER™ certification — widely known by the general public, advisors and companies as the usual for monetary planners — in order that the general public has entry to the advantages of competent and moral monetary planning. CFP® certification is held by greater than 95,000 individuals within the U.S.

About Abacus Wealth Companions

For over 20 years Abacus Wealth Companions, a Registered Funding Adviser, has labored alongside purchasers to make the very best use of their monetary assets and free their time to take pleasure in what issues most in life. Abacus is a values-driven crew dedicated to defending purchasers from monetary dangers, creating roadmaps for his or her futures, managing their investments in a values-aligned method, and offering recommendation that touches each space of their lives. Headquartered in Santa Monica, CA, the agency manages roughly $3 billion for greater than 1,500 purchasers.

Related Articles


Please enter your comment!
Please enter your name here

Latest Articles