Long Beach, CA—September 9, 2010—Laserfiche today announced that it has partnered with Texas Tech University, one of only 200 schools across the nation with a financial planning program that is registered by the Certified Financial Planner Board of Standards (CFP), to provide training and certification for students enrolled in the Professional Technology in Personal Financial Planning course.
“Successful financial advisors choose Laserfiche to meet their content management needs, and they want to hire people with a proven set of Laserfiche skills,” said Chris Wacker, senior vice president at Laserfiche. “We’re pleased to offer Texas Tech students the opportunity to learn best practices for using Laserfiche to ensure compliance and maximize efficiency within financial planning firms.”
Laserfiche will donate the use of its software, training materials and instructional resources to Texas Tech’s Personal Financial Planning Division free of charge through its Certified Professional Program (CPP). The CPP is designed to provide comprehensive online training in a number of specific areas, including system administration, business process management, records management and more.
“By adding Laserfiche to the curriculum, our students will gain a real-world understanding of how to digitize financial planning documents so that they are consistent, reliable, useful and accessible,” said Texas Tech Associate Professor Deena Katz, CFP. “They will also learn how to use Laserfiche to facilitate compliance with regulatory requirements, giving them a concrete advantage when they enter the workforce.”
The first Professional Technology in Personal Financial Planning class to incorporate Laserfiche in the curriculum will begin this fall. Approximately 100 students will complete the certification program by the end of the school year.
Laserfiche creates simple and elegant enterprise content management (ECM) solutions that help organizations run smarter. Since 1987, more than 28,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—have used Laserfiche software to streamline document, records and business process management.
The Laserfiche ECM system gives financial advisors the ability to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability. It allows advisors to prepare for audits more easily and helps compliance with multiple state, SEC and FINRA regulations—all while accelerating business processes and making staff more efficient.
Laserfiche is a registered trademark of Compulink Management Center, Inc.