Latest Professional certification in finance Stories
CFP Board's Consumer Advocate Offers Personal Finance Advice for Mothers on New Blog, as Part of "Financial Planning is for Everyone" Series WASHINGTON, May 8, 2013 /PRNewswire-USNewswire/ -- Many mothers - the very ones whom we look to for comfort, advice, and support - could be facing personal financial vulnerability. To launch her new blog, Let's Talk Planning, and its monthly "Financial Planning is for Everyone" series, Certified Financial Planner Board of Standards, Inc. ("CFP...
Recommendations Would Better Protect Older Americans from Financial Exploitation WASHINGTON, April 18, 2013 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. (CFP Board) today urged federal and state policymakers to swiftly adopt recommendations made by the Consumer Financial Protection Bureau to prevent the misuse of senior designations, certifications and titles used by individuals working in the financial services industry. "These recommendations...
CFP Board's First-Ever Book Published by Wiley WASHINGTON, April 15, 2013 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. announced today that the Financial Planning Competency Handbook , published by John Wiley & Sons, Inc. (NYSE: JWa, JWb), is available in bookstores and through major online retailers. "The Financial Planning Competency Handbook is a seminal work for the financial planning profession, and it serves as a comprehensive handbook...
The Society of Certified Senior Advisors announces a new class location in Newark, NJ for a live CSA training course. The CSA education program is designed to help professionals work more effectively with their senior clients in order to better serve and protect them. Denver, CO (PRWEB) March 26, 2013 The Society of Certified Senior Advisors (SCSA) announces a new class location for its bestselling Certified Senior Advisor (CSA) course in Newark, NJ April 9th – 12th, 2013. The CSA...
WASHINGTON, March 18, 2013 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has appointed Gail B. Reisman as Director of Marketing, a newly created position within the organization. The Director of Marketing position will lead CFP Board's marketing team and play an integral role in guiding key marketing initiatives, including increasing the number of CFP® professionals, retaining existing CFP® professionals and...
The CSMFO "Operating Budget Excellence Award Fiscal Year 2012-2013" LAKEWOOD, Calif., March 6, 2013 /PRNewswire-USNewswire/ -- The Water Replenishment District has received its latest award certificate from the California Society of Municipal Finance Officers, (CSMFO) for the "Operating Budget Excellence Award Fiscal Year 2012-2013." This is the second consecutive year WRD has earned this particular award and brings the total number of financial awards to 19. (Photo:...
International Sessions Produce $800M in Assets and Hundreds of Qualified Participants IRVINE, Calif., Feb. 28, 2013 /PRNewswire/ -- REI Wise, the industry leader in subscription-based online real estate marketing, transaction management and financial analysis software, continues to provide innovative and effective solutions to brokers and investors with its proprietary Deal Making platform. The REI Wise platform was successfully leveraged by the CCIM Institute and RE/MAX Commercial...
WASHINGTON, Feb. 21, 2013 /PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. today announced two redesigned websites - www.CFP.net and www.LetsMakeaPlan.org - that include crisp, fresh looks, clearer navigation and new ways to engage consumers, CFP® professionals and other stakeholders. To view the multimedia assets associated with this release, please click...
Mary Dean, Marc Roland, and Andrew Russell were selected as 2013 Five Star Wealth Managers awarded by Five Star Professional and published in San Diego Magazine (January 2013). San Diego, Ranch Bernardo, Poway, Rancho Santa Fe, Escondido CA (PRWEB) February 19, 2013 Five Star Wealth Managers are a select group, representing less than 4 percent of the wealth managers in the San Diego area. To receive the Five Star Wealth Manager award, a wealth manager must satisfy objective eligibility...
Survey shows that while many use it personally, only about half of CFP® professionals use social media professionally WASHINGTON, Jan. 31, 2013 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. today released the results of a comprehensive survey of Certified Financial Planner(TM) professionals' use of social media along with a new guide to help CFP® professionals navigate the ever-changing world of social media. CFP Board's new Social Media Guide...
