As part of our commitment to continuing education, we utilize training, tools, and resources provided by the following organizations.
United Benefit Advisors (UBA) is a unique community of more than 140 of the most successful and trusted independent employee benefits advisory firms in North America and Europe. As trusted and knowledgeable advisors, UBA partners collaborate with more than 2000 professionals to deliver expertise, thought leadership and best-in-class solutions that positively impact employers and make a real difference in the lives of their employees and families. UBA partners can provide state-of-the-art tools, including the nation’s largest benchmarking survey of employer-sponsored health plans – and a host of other solutions that can boost your benefits and bolster your bottom line. While UBA lends its firm strength and knowledge, partners are independent advisory firms, not franchises or subsidiaries. They are locally owned firms that understand the local marketplace and the unique challenges that individual employers face. They can provide insightful, personalized service that our competition simply can’t match, backed by the knowledge and resources of UBA.
The American Association of Pension Professionals & Actuaries (ASPPA) is the premier national organization for career retirement plan professionals. ASPPA has two purposes: (1) to educate retirement plan and benefits professionals (2) to preserve and enhance the private pension system.
Cambridge Investment Research, Inc. (Cambridge), member FINRA/SIPC, is one of the nation’s leading independent broker-dealers for financial professionals who are dedicated to offering unbiased investment advice and upholding its core values of integrity, commitment, flexibility, and kindness. They provide services such as processing investment business, marketing assistance, practice management, and education. In addition, they are responsible for regulatory compliance and adherence to securities laws.
fi360 promotes a culture of investment fiduciary responsibility, delivering the world’s best training, tools, and resources for investment fiduciaries and other financial service providers. Solutions include educational programs, professional certifications, and software for analysis, reporting, and management.
The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms, and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways.
The International Association of Registered Financial Consultants (IARFC) is a non-profit credentialing organization of proven financial professionals formed to foster public confidence in the financial planning profession, to help financial advisors exchange planning techniques, and to give deserved recognition to those practitioners who are truly committed to ethical standards and continuous professional education.
Financial Network Limited, ASPAA, Cambridge, UBA, fi360, FPA, and IARFC are not affiliated.