Adam P. Scherer, MS, CFP®, EA

Vice President, Product Development & Innovation at The Boston Institute of Finance (BIF)
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
West Hartford, Connecticut, United States, US
Languages
  • English -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Enrolled Agent (EA)
    Internal Revenue Service
    Aug, 2021
    - Oct, 2024
  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Aug, 2018
    - Oct, 2024
  • APMA®, Accredited Portfolio Management Advisor℠
    College for Financial Planning
    Jan, 2020
    - Oct, 2024
  • CRPC®, Chartered Retirement Planning Counselor
    College for Financial Planning
    Mar, 2019
    - Oct, 2024
  • MSPFP, Master of Science, Personal Financial Planning
    College for Financial Planning
    Mar, 2019
    - Oct, 2024

Experience

  • The Boston Institute of Finance (BIF)
    • United States
    • E-Learning Providers
    • 1 - 100 Employee
    • Vice President, Product Development & Innovation
      • Apr 2020 - Present

      Creating innovative financial education products and courses to support financial planners' professional growth.

    • Director of Curriculum & CFP Instructor
      • Apr 2020 - Oct 2022

      Supporting aspiring financial planners throughout their CFP® journey and beyond.

  • Greenbeat Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Owner & Financial Planner
      • Apr 2021 - Present
  • College for Financial Planning
    • United States
    • E-Learning Providers
    • 1 - 100 Employee
    • Associate Professor
      • Sep 2017 - Apr 2020

      * Faculty member responsible for teaching and writing CFP® education courses in Financial Planning Principles, Education Planning, Insurance Planning, Risk Management, and Employee Benefits. * Faculty Senate President * Provided instruction in CFP 501 (Financial Planning & Insurance), AAMS, FFPN, CRPC courses. * Additional online teaching assignments included: CFP 502 (Investments), CSRIC * Faculty member responsible for teaching and writing CFP® education courses in Financial Planning Principles, Education Planning, Insurance Planning, Risk Management, and Employee Benefits. * Faculty Senate President * Provided instruction in CFP 501 (Financial Planning & Insurance), AAMS, FFPN, CRPC courses. * Additional online teaching assignments included: CFP 502 (Investments), CSRIC

  • WMGNA, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Mar 2015 - Aug 2017

      * Financial Planning for New & Growing Families, Small Businesses, Education and the Arts * Financial Planning for New & Growing Families, Small Businesses, Education and the Arts

  • Miso Media
    • Internet Publishing
    • Music Supervisor
      • 2011 - 2013

      * Created original educational content for the Plectrum and Sonata mobile apps * Organized strategic partnerships with associations, conservatories, artists & community non-profits * Created original educational content for the Plectrum and Sonata mobile apps * Organized strategic partnerships with associations, conservatories, artists & community non-profits

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Annuity & Insurance Services
      • 2004 - 2009

      * Central Review Unit Manager - Conducted suitability analysis of 1035 Exchanges * Risk Management Analyst - Produced reports in response to NASD, SEC and State DOI regulatory inquiries * Single Case Exceptions Representative * Central Review Unit Manager - Conducted suitability analysis of 1035 Exchanges * Risk Management Analyst - Produced reports in response to NASD, SEC and State DOI regulatory inquiries * Single Case Exceptions Representative

Education

  • Rutgers University
    Bachelor's Degree, Psychology
    1997 - 2002
  • University of Southern California
    Master's Degree, Guitar Performance
    2009 - 2011
  • College for Financial Planning
    Master of Science in Personal Financial Planning (MPAS®), Financial Planning and Services
    2018 - 2020

Community

You need to have a working account to view this content. Click here to join now