Valmark’s Strategic Alliance
with The University of Akron

Valmark’s long-term strategic alliance with The University of Akron has been marked by a number of significant endeavors and achievements…

  • Establishment of the Certified Financial Planning (CFP®) curriculum offered by the College of Business Administration. Valmark played an instrumental role in building out the financial planning curriculum at the University, which has met the Certified Financial Planner Board of Standards since 1999 and allows students who complete required courses to sit for the CFP® Certification Examination. The CFP® designation is the recognized standard of personal financial planning competence in the financial planning industry.
  • Creation of a Director position to lead the CFP® program. Valmark’s leadership team led a $500,000 campaign initiative to establish the position, and in 2016, a program director was hired. Alongside Valmark staff and other financial services professionals, the CFP® Program Director helps realize our shared vision for the University of Akron to have the best business school-based education for students seeking to obtain the CFP® designation.
  • Opportunity to groom the next generation of business leaders through a unique internship program. Our program allows students to build upon classroom knowledge with hands-on experience in areas such as wealth accumulation planning, creative wealth and estate management strategies, risk management associated with the distribution phase of retirement, and maximization of client benefits through objective case review.
  • A large ratio of intern to full-time hires from the University of Akron. Approximately 70% of all interns that have been hired full-time by Valmark are University of Akron alumni. Many of them also serve as university course instructors, coaches for national financial planning competitions, and as members on the University’s Advisory Board.

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
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