Ameriprise Financial Launches Certified Military Financial Advisor Certification™ to Help More Military Members and Their Families Achieve Their Financial Goals

MINNEAPOLIS–(BUSINESS WIRE)–Ameriprise Financial, Inc. (NYSE: AMP) today announced its partnership with Dalton Education to create the industry’s first Certified Military Financial Advisor™ (CMFA) certification. Certification is achieved through an intensive mix of training and learning development modules typically completed over the course of 40-50 hours that provide an in-depth understanding of the unique life circumstances and benefits available to veterans, active duty , the reserve, the national guard and their families. Counselors who earn certification have the knowledge and expertise to help military members maximize their resources and achieve their financial goals with confidence.

“Every day, Ameriprise advisors provide personalized advice to our clients, and we are excited to help our advisors tailor their approach to meet the unique needs of those who have honorably served and sacrificed for our country,” said Mike Greene, former officer. in the U.S. military and senior vice president of the Financial Advice and Advisors business group at Ameriprise Financial. “Our counselors care deeply about supporting these brave women and men with exceptional care and guidance. The CMFA equips them with tools and training to help service members leverage the unique resources available to them and confidently achieve their goals for the future.

The CMFA is available exclusively to Ameriprise advisors until June 2024. After that date, certification will be available to all qualified advisors in the industry.

Ameriprise has a long history of supporting veterans. Other initiatives include:

  • VETNET, the company’s veteran employee group, which provides a forum for professional development, networking and community engagement.

  • The Ameriprise Advisor Handbook for Military Clients, which was created by VETNET in partnership with advisors who specialize in working with military clients. The manual helps advisors learn about a range of topics specific to military clients.

For its work with veterans and active military employees, Ameriprise Financial has been continuously recognized as a Military Friendly® Employer by VIQTORY. Additionally, Ameriprise is one of 308 employers who have been named to the 2022 Military Friendly® Employer in GI Jobs® magazine and MilitaryFriendly.com.

For more information about veteran opportunities at Ameriprise, visit https://www.ameriprise.com/careers/corporate/supportive-workplace/veterans.

About Dalton Education

Dalton Education, a portfolio company of Leeds Equity Partners and CeriFi, is a leading provider of education solutions for financial services professionals. Dalton has the highest CERTIFIED FINANCIAL PLANNER™ exam pass rates and has trained more than half of all CFP® professionals nationwide. Through partnerships with elite universities, Dalton offers customizable programs for individual learning styles, with options like the industry’s only 100% money-back guarantee and course completion in as little only 9 months. Dalton also offers courses for CFP® Exam Review, Capstone Requirements and Continuing Education. For more information about Dalton Education, see http://www.dalton-education.com/.

About Ameriprise Financial

At Ameriprise Financial, we’ve been helping people feel confident in their financial future for over 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of around 10,000 financial advisors, we have the strength and expertise to meet the full range of financial needs of individual investors. and institutional. For more information or to find an Ameriprise financial advisor, visit ameriprise.com.

Investment products are not insured by the FDIC, NCUA, or any federal agency, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks, including possible loss of capital and a fluctuation in value.

Ameriprise Financial Services, LLC is an Equal Opportunity Employer.

Ameriprise Financial Services, LLC. FINRA and SIPC member.

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