CFP Board Center And Parsec Financial Launch Diversity Scholarship
The CFP Board Center for Financial Planning, headquartered in Washington, D.C., and Parsec Financial, a fee-only registered investment advisor with offices in North Carolina, have partnered to launch a diversity-focused scholarship.
Over the next four years, the scholarship will be awarded annually to qualified students throughout the Southeastern United States pursuing their CFP certification. Eligible students will be awarded financial aid of up to $5,000 to fund their financial planning education.
Eligible scholarship candidates must be U.S. residents and enrolled in a certificate-level CFP Board registered program at a college or university located in any of the following states: Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Virginia or West Virginia. Candidates who are residents of any of those states and enrolled in an online certificate-level CFP Board registered program at the time the award is issued are also eligible to apply for the scholarship.
The application and further information about the Parsec Financial CFP Certification Diversity Scholarship can be found on the CFP Board’s website. The deadline to apply for a 2021 scholarship award is October 10, 2021.
Accelerate Retirement Launches National Alliance For Independent Retirement Plan Advisors
Accelerate Retirement, based in Aliso Viejo, Calif., has launched a national alliance of small-sized retirement advisory plan firms seeking to compete against larger ones while continuing to own their own books.
By partnering with Accelerate, retirement advisors can remain independent, the firm says, while having access to its integrated practice management platform, cutting-edge technology and comprehensive resources as well as an affiliation with a nationally recognized industry brand.
Accelerate says these benefits can help small firms successfully compete with national ones by dominating their local markets, as well as niche markets such as nonqualified, tax-exempt or governmental plans.