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Alliance of Comprehensive Planners Logo

Alliance of Comprehensive Planners Launches New Membership Category for Established Practices


 
PRLog - Jul. 30, 2014 - WILMINGTON, N.C. -- Alliance of Comprehensive Planners, an association of fee-only financial planners, is rolling out a new membership category for financial planners who have an established practice. This new level of membership is part of the organization’s overall rebrand and reflects its commitment to serve members at every stage of their business. During the first year of membership, members who qualify for this new category receive the support of ACP’s award-winning online community, access to all ACP tools and resources, mentoring by an experienced ACP member, complimentary conference registration and a one-day face-to-face orientation.

“ACP understands that financial planners need different resources and support as they grow in their career,” said ACP Board Member Ross Schmidt of Aspen Wealth Planners. “This new membership category is tailored to the experienced practitioner, and was an obvious addition to our organization.”

“Just as the financial planning industry evolves and changes, so will ACP,” Schmidt added. This newly launched one-year membership program is designed for NAPFA and AICPA members who are interested in offering fee-only financial planning to their clients. By utilizing the proven best practices, tools and ACP community resource, these members will accelerate their path to implementing financial planning into their firm successfully. Please visit www.acplanners.org for more information on this new addition to ACP.

Please contact JJ Knight at jj@acplanners.org or 910.769.1569 to schedule an interview about ACP and its newest initiatives.

About ACP

Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners trained in the ACP System™. ACP members manage clients’ whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest quality service while also developing meaningful relationships with their clients. For more information, visit http://acplanners.org.

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Source:Alliance of Comprehensive Planners
Phone:9107691569
Location:Wilmington - North Carolina - United States
Industry:Business, Finance
Tags:financial planning, cpa, aicpa
Shortcut:prlog.org/12354262
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