August 7, 2019

Partnerships & Affiliations

DataPoints is proud to partner and affiliate with organizations who value the science of building wealth. For more information about partnerships and affiliations, including discounted partnerships, reach us at partners@datapoints.com.

Association for Financial Counseling & Planning Education® (AFCPE®) ensures the highest level of knowledge, skill, and integrity of the personal finance profession by certifying, connecting, and supporting diverse professionals who serve communities worldwide. Our comprehensive certification programs represent the gold standard for financial counseling, coaching, and education, including the AFC® (Accredited Financial Counselor®) certification which is accredited by NCCA and nationally recognized by CFPB and Department of Defense. DataPoints customers received discounts off of AFCPE membership & training. Visit the AFCPE at www.afcpe.org

Research teams working in the Lab are focused on improving the financial planning experience for financial planners and their clients. Research conducted in the Lab is focused on three areas: (1) the assessment of financial risk tolerance, (2) developing a better understanding of the behavioral aspects of financial planning, and (3) evaluating the interactions between clients and financial planners in clinical and applied situations. The Lab is the nation’s only applied clinical facility designed to obtain evidence about the effectiveness of the financial planning process. Research from the Lab is used to:

  • Help financial planners improve client outcomes through enhanced planner-client interactions.
  • Improve financial planning teaching at the college level.
  • Inform policy to improve consumer outcomes.
  • Develop models related to behavioral financial planning.

For more information about the financial planning program at the University of Georgia visit fp.uga.edu.

The main purpose of the Model FA Community is to support financial advisors as they grow sustainable businesses, increase their visibility, and change their clients’ lives. Model FA is a community built by advisors, for advisors. Together, we work to remove financial anxiety from the world. Explore free resources for advisors at www.modelfa.com and listen to The Model FA Podcast on iTunes or Stitcher.

Shareholders Service Group (SSG), www.ssginstitutional.com, provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves approximately 1,600 advisory firms throughout the country. The management team began serving independent RIAs in the 1980s.  For more information on Shareholders Service Group, please visit www.ssginstitutional.com/. 

Society for Industrial and Organizational Psychology (SIOP) advocates the scientist-practitioner model in the application of psychology to all types of organizational and workplace settings, such as manufacturing, commercial enterprises, labor unions, and public agencies. Members work in several fields within I-O psychology, such as testing/assessment, leadership development, staffing, management, teams, compensation, workplace safety, diversity, and work-life balance. DataPoints president, Sarah Stanley Fallaw, Ph.D., is a member of SIOP.

More information coming soon.

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

Want to partner with us? Email partners@datapoints.com for more information.