At Equita Financial Network, we’re passionate about supporting the professional and personal growth of our Member Firms.
One way we do this is by sponsoring a scholarship for all Equita Members who do not yet have the Certified Financial Planner (CFP)® certification. This scholarship is equal to the CFP® exam fee, and it is awarded once the Member passes the CFP® exam.
Having a CFP® helps financial planners grow their firms, and so we know how important it is for financial planners to have this designation.
In 2019, we were honored to be able to offer this scholarship to Mindy McCubbin, founder and owner of Truman Wealth Advisors in Columbia, Missouri.
Here’s what Mindy had to say about receiving the Equita scholarship:
“I took the CFP exam on March 13th of this year, in the midst of the Coronavirus panic and one of the most volatile weeks in markets in years. The Dow was down over 10% that week. It also ended up being the last day that you could go physically in person and take the test at a Pearson center. I had spent months preparing for the exam so I was thrilled to have passed it under these harrowing conditions.
While I already have the ChFC designation and an MBA, I think the requirement for Equita to have members obtain a CFP® brings an important level of professionalism to what we do. While we are all independent business owners, it brings consistency in the approach of all Equita firms to have a philosophy of ‘putting the clients first.’”
Congrats, Mindy McCubbin, on earning your CFP® certification, especially during such a difficult time — we’re proud to have you as a Member Firm on our platform!
Interested in learning more about the Equita scholarship? Reach out to our team today.