New York-based Harvest Exchange, a content platform serving financial advisors and investors, has announced a partnership with the CFP Board.
In the partnership, advisors using the Harvest Exchange platform to access content provided by investment management firms may also qualify for continuing education credits by completing a Harvest CFP Course.
“We have tens of thousands of advisors who are harvesting from our platform every day to consume content,” says Peter Hans, CEO and co-founder of Harvest. “This is our first formal effort to give a tangible offering to advisors.”
According to Hans, more than 40,000 advisors currently use Harvest Exchange to consume analysis, advice and information – thus, the partnership with the CFP Board gives advisors credit for what they’re already doing.
The first CFP course launched on Harvest Exchange, “Principles of Financial Planning,” provides one CE credit upon completion.