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Washington, March 7, 2023 /PRNewswire/ — The CFP Board Center for Financial Planning (the “Center”) and Abacus Wealth Partners today announced the launch of the Abacus Wealth Partners Scholarship for Increased Diversity in Financial Planning. Students aiming for CFP® Accreditation from a professionally underrepresented and economically needed population.
The scholarship offers up to 4 awards per year $5,000 Per student completing a financial planning program registered with the CFP Board at the undergraduate or certificate level.® test. Eligible scholarship candidates must be enrolled in an eligible CFP Board Enrollment Program at the time the award is received and must be Asian, Black or African American, Native Hawaiian or Pacific Islander, Hispanic or Latino. American, Native American or Alaska Native, or two or more of these peoples.
“The Center’s partnership with Abacus Wealth Partners is another positive step closer to our goal of creating a more diverse and sustainable financial planning profession,” said CFP Board CEO. . Kevin R. Keller, CAE. “Financial planners are in high demand and this new scholarship will help build the next generation of her CFP.® Professional. “
Abacus Wealth Partners (Abacus) is a Registered Investment Adviser (RIA) firm $3 billion We manage assets and provide financial planning services to over 1,500 clients. usaAbacus has partnered with the Center to offer this scholarship to advance financial planning professionals so that all Americans have access to competent and ethical financial planning advice.
“Abacus’ mission is to expand the possibilities of money. It considers the social and environmental impacts of the investments we manage so that people can live more fulfilling lives, not just build wealth. The financial services industry needs to create and serve a more diverse and equitable job and customer base,” said Co-CEO of Abacus. I’m here. Mary Beth Storjohan“To be able to partner with the CFP Board Center for Financial Planning to offer this scholarship to further improve the industry’s talent pipeline and create a profession that includes truly diverse perspectives, lived experiences and backgrounds.” I am delighted to
The application deadline for the scholarship is April 2, 2023Application forms and additional information regarding the Abacus Wealth Partners Scholarship for Diversity in Financial Planning are available on the CFP Board of Directors website at CFP.net/Scholarships.
About the CFP Board
The CFP Commission is the professional body of individual financial planners in the United States. The CFP Commission consists of his two affiliated organizations focused on advancing the financial planning profession for the public good. CFP Board Financial Planning Center It conducts and publishes research that addresses diversity and workforce development challenges and adds to the body of knowledge of financial planning professionals. CFP Standards Committee Set and maintain financial planning standards and manage authoritative and certified financial planners.™ Accredited – Widely recognized by the public, advisors and companies as the standard for financial planners, the benefits of competent and ethical financial planning are accessible to the public. CFP® Certification is held by over 95,000 people in the United States.
About Soroban Wealth Partners
For over 20 years, Abacus Wealth Partners (“Abacus”), a registered investment advisor, has worked with clients to get the most out of their money and free up time to enjoy the things that matter most in life. I was. Abacus is a value-driven team committed to protecting clients from financial risk, creating roadmaps for the future, managing investments in a value-aligned manner, and providing advice on all areas of life. is.Head office location santa monica, californiathe company manages approx. $3 billion For over 1,500 clients.
SOURCE Certified Financial Planner Board of Standards, Inc.
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