Led by Cary Stamp, RICP®, CFP®, CDFA™, CAP®, AIF®, AEP®, a multi-time alum of The College’s programs including the RICP® and the Chartered Advisor in Philanthropy® (CAP®) designation, this registered investment advisor (RIA) firm in West Palm Beach, FL, has experienced significant growth – and many of its advisors credit The College’s programs with propelling that growth.

Stamp says he believes so much in the power and value of continuing education and The College’s programs that he requires all new advisors at his firm to enroll in a College program, whether it’s the RICP®, The College’s CFP® Certification Education Program, or others. In addition, professionals at the firm say they believe foundational knowledge is no longer enough to guarantee success in a competitive business: they see The College’s programs as key to expanding their opportunities through focused, advanced, and specialized knowledge on specific areas of planning. This knowledge, in turn, allows them to have deeper client conversations and foster better planning outcomes.

For more on how The College and its programs can provide specialized knowledge for career success, visit our RIA Resource Center.

More From The College:

Get specialized retirement planning knowledge with our RICP® Program.

See our CFP® Certification Education Program.

Gain philanthropic and legacy planning knowledge with our CAP® Program.

Humans hold complicated beliefs and emotions. This is evident in consumer trust in financial services. Our inaugural Trust in Financial Services Study brought to bear contradictory dynamics of trust in the financial industry. For instance, consumers may appreciate financial companies’ alignment with their belief in environmentalism, yet express skepticism when it comes to trusting financial companies to not pilfer their money.

Domarina Oshana, PhD, Director of Research and Operations of the American College Cary M. Maguire Center for Ethics in Financial Services shares additional insights in this article in American Banker on the dualities of trust and actions financial companies can take to increase trustworthiness with communities of color.

To win consumer trust, it’s important for financial companies to understand consumers’ different reasons for high or low trust, which vary depending on their community. Such insights can help close gaps in trust and build financial companies’ trustworthiness.