Harvest Launches Free CFP Continuing Education Program

Network Platform Offers Single-Access Investment, Practice-Building Content to over 40,000 Financial Planners


Network Platform Offers Single-Access Investment, Practice-Building Content to over 40,000 Financial Planners

New York, July 14, 2017 – Harvest Exchange, the world’s fastest growing investor network, today announced the launch of its first CFP® Board Continuing Education program as part of Harvest’s drive to offer financial planners the most relevant investment-education focused and practice-building expertise.

“Thousands of financial planners use Harvest every day to access investment content in one place.” said Peter Hans, CEO of Harvest. “We’re excited to be working with the CFP – and this program is a logical extension of our commitment to free planner education and efficient discovery.”

Harvest recently was accepted by the CFP Board as an Approved Provider of Continuing Education. The first, just-launched Harvest CFP Course - "Principles of Financial Planning" - is free and earns one continuing education credit upon completion.

The course helps financial planners learn and earn credit for topics including current markets, portfolio allocation, tax & retirement planning, investment planning and risk management.

Harvest is an award-winning, content-driven platform used by more than 40,000 financial planners every month. Harvest members enjoy free access to leading-edge thinking and machine-learning curated investment content from the world’s top investment management firms in one convenient place.  Financial planners also turn to Harvest for insight and expertise on practice management.

About Harvest

Harvest Exchange is a digital distribution and behavioral data platform that enables financial firms to compliantly reach a targeted, investment-focused audience, in scale. Harvest’s machine learning technology offers financial firms the ability to optimize data-driven sales & marketing ROI. By sharing and distributing insights on Harvest, firms can engage with a reader base of more than 500,000 institutional investors, RIAs, financial planners and High Net Worth investors.

About CFP Board

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  CFP Board currently authorizes more than 77,000 individuals to use these marks in the U.S.


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