The CFP Board’s Heart for Monetary Planning Proclaims the First Endowed Scholarship Awarding First Black CFP® Skilled, Depend R. Davis, CFP®


Washington, August 9, 2022 /PRNewswire/ — The CFP Board’s Heart for Monetary Planning (“Heart”) as we speak introduced the creation of its first concluded scholarship program in honor of the primary Black CFP. Skilled, Accountant R Davis, CFP, Designed to assist the subsequent technology of numerous CFP Skilled, Accountant R Davis, CFP The scholarship program will help certified Black or African American college students and professionals who’re dedicated to reaching CFP For certification and apply of economic planning.

A guide for over 50 years, account davis Licensed Monetary Planner is the primary black particular person to earn Designation, Changing into a CFP Skilled in 1978. He established his personal consulting agency in 1970 with experience in Tax Planning, Small Enterprise Administration, Monetary Planning, Monetary Administration and Funding Consulting. Throughout his lengthy profession, Davis’ shopper portfolio has included nationwide organizations, worldwide labor unions, pension funds, people, small companies, non secular organizations, funding golf equipment, and different establishments.

In 2001, Davis based the Affiliation of African American Monetary Advisors, whose mission is to broaden the neighborhood of profitable black monetary professionals. To additional encourage and put together the subsequent technology of economic planners, she revealed her autobiography in 2020: “a step again – Two Steps Ahead: The Dance of My Final Plan.” The Accountant R. Davis, CFP The scholarship program is one more step in serving to Davis fulfill his lifelong mission of diversifying the monetary planning occupation.

Scholarship will likely be awarded until $5,000 Per scholar looking for to finish a graduate stage or certificates stage CFP Board registered program based mostly on demonstrated competency and monetary want. Upon completion of the required schooling programs, scholarship recipients will likely be eligible to take the CFP Look at and comply with the subsequent steps to get the CFP certification.

“Everybody can profit from monetary planning,” stated the CEO of the CFP Board. Kevin R. Keller, CAE. “If we will serve the complete nation, we have to seem like the shoppers that CFP Present skilled service. This scholarship in honor of account davisCFP Helps each their mission and ours – to create a extra numerous and sustainable monetary planning occupation.”

“I’ve loved a rewarding profession as a monetary planner since incomes CFP certification, and I imagine monetary planning is the answer to many socioeconomic issues in our neighborhood,” Davis stated. “All of it begins with a data of finance, and this scholarship helps college students and younger professionals to see that You do not have to be born with a silver spoon in your mouth to make it on this world.”

Extra details about LeCount R. Davis, CF The scholarship will likely be out there at CFP.web/Scholarships. People and companies taken with supporting endowed scholarships ought to contact the Institutional Giving Officer dan limbago Feather [email protected] or 202-864-5250.

In regards to the CFP Board Heart for Monetary Planning

The CFP Board’s Heart for Monetary Planning strives to create a extra numerous and sustainable monetary planning occupation so that each American has entry to competent and moral monetary planning recommendation. Heart Brings CFP Collectively To convey professionals, companies, educators, researchers and consultants to the broader challenges of the occupation within the areas of variety and workforce improvement, and to create an educational house that gives alternatives for the conduct and publication of recent analysis that builds on a wealth of information. Provides to the planning physique.

About CFP Board

Licensed Monetary Planner Board of Requirements, Inc. Within the US CFP is the skilled physique for private monetary planners that units requirements for monetary planning and manages respected CFPs. Certification – one of the revered certifications in monetary companies – in order that the general public can entry and profit from environment friendly and moral monetary planning. The CFP Board, with its Monetary Planning Heart, is dedicated to rising public consciousness of CFP Certification and entry to a various, moral and competent monetary planning workforce. Widely known by the general public, advisors and companies as the usual for monetary planning, CFP Certification is held by roughly 93,000 folks. United States,

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