CFP Board, Foundation for Financial Planning Honor Utah Valley University with 2020 Pro Bono Award
Award Salutes Higher Education Institution for Outstanding Pro-Bono Efforts in their Community
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WASHINGTON, Dec. 15, 2020 /PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Foundation for Financial Planning (FFP) today announced that Utah Valley University (UVU) was presented with the 2020 Excellence in Pro Bono Award.
The award recognizes the 2019 accomplishments of the UVU Money Management Resource Center (MMRC), through which volunteer students provide free financial coaching for other UVU students. More than 4,500 pro bono activity hours were completed by 45 UVU students, with an estimated 760 one-on-one sessions held with pro bono clients.
Jason Demland, of the Defiance-based registered investment advisor firm Blue Jay Financial Group, has been authorized by the Certified Financial Planner Board of Standards Inc. to use the CFP certification marks in accordance with CFP Board certification requirements.
âEarning this designation is another important way to show our clients and community that we are dedicated to providing massive value by constantly improving ourselves and our company,â said Demland.
The CFP certification recognizes individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP certification examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Boardâs code of eth
Diversity, equity and inclusion: Why I care
Take steps to get to know other cultures and diverse groups, and learn how you can best support them
December 11, 2020 4 MINS
Diversity, equity and inclusion has been in the news a lot lately, and with good reason. 2020 has given us more than our fair share of challenges, negative news and tragedies. But it has also given us all time to step back and evaluate our personal and professional lives and how we can be part of the solution for racial justice and commit to doing better as a human race.
Why am I writing about DEI?
CFP Board Announces 2020 Registered Programs Conference
Sponsors Commitment Helps Advance Financial Planning Program, Education Efforts
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WASHINGTON, Dec. 10, 2020 /PRNewswire/ The Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced the sponsors of the 2020 Registered Programs Conference, which will take place, virtually, on December 15-16, 2020. This year s conference will feature topics to advance financial planning education, including an update on the CFP Board Practice Analysis, the largest research project in the United States related to financial planning; an exploration of ways to build a diverse and inclusive education program; and presentation of the 2020 Registered Program Excellence in Pro Bono Award.