Equita Scholarship Recipient Spotlight: Mindy McCubbin

At Equita Financial Network, we’re passionate about supporting the professional and personal growth of our Member Firms.

One way we do this is by sponsoring a scholarship for all Equita Members who do not yet have the Certified Financial Planner (CFP)® certification. This scholarship is equal to the CFP® exam fee, and it is awarded once the Member passes the CFP® exam.

Having a CFP® helps financial planners grow their firms, and so we know how important it is for financial planners to have this designation.

In 2019, we were honored to be able to offer this scholarship to Mindy McCubbin, founder and owner of Truman Wealth Advisors in Columbia, Missouri.

Here’s what Mindy had to say about receiving the Equita scholarship:

 “I took the CFP exam on March 13th of this year, in the midst of the Coronavirus panic and one of the most volatile weeks in markets in years. The Dow was down over 10% that week. It also ended up being the last day that you could go physically in person and take the test at a Pearson center. I had spent months preparing for the exam so I was thrilled to have passed it under these harrowing conditions.

While I already have the ChFC designation and an MBA, I think the requirement for Equita to have members obtain a CFP® brings an important level of professionalism to what we do. While we are all independent business owners, it brings consistency in the approach of all Equita firms to have a philosophy of ‘putting the clients first.’” 

Congrats, Mindy McCubbin, on earning your CFP® certification, especially during such a difficult time — we’re proud to have you as a Member Firm on our platform!

Interested in learning more about the Equita scholarship? Reach out to our team today.

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We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.