Search for: "Certified Financial Planner Board of Standards, Inc."
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14 Apr 2012, 5:53 pm
The groups are AARP, National Association of Personal Financial Advisors, Fund Democracy, Certified Financial Planner Board of Standards, Inc., Consumer Federation of America, Financial Planning Association, and the Investment Adviser Association. [read post]
13 Apr 2017, 11:05 am
Certified Financial Planner Board of Standards, Inc. [read post]
7 May 2012, 6:28 am
The BCG study, which we have discussed in a previous blog, was sponsored by the Financial Planning Coalition, comprised of the Certified Financial Planner Board of Standards Inc., the Financial Planning Association and the National Association of Personal Financial Advisers. [read post]
23 Jul 2019, 1:56 pm
According to a notice on the Certified Financial Planner Board of Standards, Inc. website, on June 13, 2019, the CFP Board imposed an automatic interim suspension temporarily suspending Craig E. [read post]
31 May 2017, 10:44 am
Certified Financial Planner Board of Standards, Inc, 2015 WL 13159050, No. 13-00871 (D.D.C. [read post]
8 Apr 2009, 6:39 pm
Related Web Resources: Ex-Fidelity reps claim sales pressure, Investment News, April 5, 2009 Certified Financial Planner Board of Standards Inc. [read post]
23 Jul 2019, 12:11 pm
According to a notice on the Certified Financial Planner Board of Standards, Inc. website, on June 13, 2019, the CFP Board imposed an automatic interim suspension temporarily suspending Couglar’s right to use the CFP®certification marks. [read post]
21 Jan 2019, 10:54 am
Templin – Centaurus Financial – Temple, Texas According to FA-mag on January 18, the Certified Financial Planner Board of Standards has imposed an automatic interim suspension for financial advisor Larry J. [read post]
28 Oct 2020, 6:19 am
As we reported in June, after news of significant failures in its enforcement and governance, the Certified Financial Planner Board of Standards, Inc. [read post]
22 Feb 2021, 8:38 am
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. [read post]
12 Jul 2009, 4:40 pm
" He received his certification of CSSC from University of Notre Dame" former President of Society of Settlement Planners and current NSSTA member "earned CSSC from University of Notre Dame" life insurance company employee, multiple Ringler Associates brokers, multiple Structured Financial Associates brokers, "holds CSSC designation from University of Notre Dame" multiple Millennium settlement consultants "she was in the second… [read post]
5 Nov 2009, 6:41 am
The amendment would extend FINRA’s authority to cover investment advisors who are associated with broker-dealers already under FINRA’s authority.The Coalition, made up of the Certified Financial Planner Board of Standards, Inc., the Financial Planning Association, and the National Association of Personal Financial Advisors, is concerned with how the amendment extends FINRA’s authority to approximately 88… [read post]
1 Jun 2015, 5:17 am
Prior to taking a disability leave, Rhinehimer, a certified financial planner, transferred some of the assets of a long-term, elderly client into low risk, conservative investments. [read post]
31 May 2015, 4:29 pm
The employee, a certified financial planner with more than 20 years of experience in financial consulting, alleged that while he was on disability leave, a coworker engaged in unsuitable trades to the detriment of the employee’s elderly client. [read post]
5 Jun 2015, 11:21 am
Rhinehimer was a certified financial planner at U.S. [read post]
5 Jun 2015, 11:21 am
Rhinehimer was a certified financial planner at U.S. [read post]
12 Jun 2014, 10:40 am
The Certified Financial Planner Board of Standards (CFP Board), which grants the CFP certification, is working with colleges and universities to develop and operate CFP training programs, and 360 institutions are participating, a figure that has jumped 30 percent over the past four years. [read post]
31 May 2014, 9:07 am
Becky Parker, Health Reform Director, MHBT Inc. [read post]
2 Jun 2014, 2:32 pm
Board Certified in Labor & Employment Law, Past Chair of the ABA RPTE Employee Benefit & Other Compensation Arrangements Group, Co-Chair and Past Chair of the ABA RPTE Welfare Plan Committee, Vice Chair of the ABA TIPS Employee Benefit Plans Committee, Vice President of the North Texas Health Care Compliance Professionals Association, Past Chair of the ABA Health Law Section Managed Care & Insurance Section and the former Board Compliance Chair… [read post]
24 May 2023, 4:00 am
This article is devoted to identifying useful resource documents that can assist local agency planners and CEQA consultants in addressing project review and impact analysis. [read post]
