Search for: "Certified Financial Planner Board of Standards, Inc."
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13 Apr 2017, 10:27 am
Certified Financial Planner Board of Standards, Inc. [read post]
13 Apr 2017, 9:24 am
Certified Financial Planner Board of Standards, Inc. [read post]
13 Apr 2017, 7:52 am
Certified Financial Planner Board of Standards, Inc. [read post]
4 Aug 2015, 12:37 pm
Certified Financial Planner Board of Standards, Inc., Case No. 13-00871 (RJL) (D.C. [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]
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]
29 Apr 2015, 4:07 pm
Formed in 1985, the mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for personal financial planning. [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]
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]
31 May 2014, 9:07 am
Becky Parker, Health Reform Director, MHBT 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]
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]
23 Feb 2012, 2:13 pm
Stevenson, a San Benito-based financial planner with Thrivent Financial for Lutherans, has been penalized by the Certified Financial Planner Board of Standards Inc. following a hearing by the board’s disciplinary and ethics commission. [read post]
20 Feb 2012, 8:24 am
To help combat this, the Certified Financial Planner Board of Standards, Inc. has put out a booklet called “Consumer Guide to Financial Self-Defense,” which features 10 “red flags” of fraud. [read post]
20 Apr 2010, 8:44 am
A March 8, 2010 article in Investment News states that the Certified Financial Planners Board of Standards Inc. [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]
5 Oct 2009, 9:47 am
"6) Certified Financial Planner Board of Standards, Inc.7) APR's Marketplace Money (broadcast on OPB Radio on Friday evenings at 8 p.m. - not to be confused with their daily program, Marketplace) is informative and fun to listen to on whatever money topic they talk about and consumer financial education is their raison d'etre. [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]
