GUIDE TO BECOMING A FINANCIAL PLANNER
|
|
|
- Doris Greene
- 10 years ago
- Views:
Transcription
1 GUIDE TO BECOMING A FINANCIAL PLANNER
2 Overview > The following Ebook is designed to walk you through the steps needed to obtain the CFP (Certified Financial Planner) certification. Whether you are already working in the Financial Services industry or you are looking to take your first steps to become a Financial Planner, the CFP certification is a great place to start This CFP Board approved educational program is designed to give you the foundational knowledge you need to pass the CFP Board exam and become a successful financial planner. CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 2
3 Step 1: Complete a CFP Accredited Educational Program > The CFP Board requires each student who sits for the national CFP Board exam to complete an educational program. - The educational program must be a CFP Board registered program > Each of the University partners involved in this consortium are CFP Board accredited programs giving students the foundational knowledge they need to be successful on the CFP Board exam, regardless of previous experience and education. CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 3
4 Step 2: Pass the CFP Board Exam > The CFP Board requires all CFP Professionals to have a bachelor s degree. You do NOT have to have your degree prior to starting the educational program or taking the CFP Board exam. It is a requirement for certification. - The Bachelor s degree does not have to be related to the field of finance Note: The CFP Board does not allow an Associate s degree to qualify > Professional who hold the following designations may gain challenge status, allowing them to complete only the Capstone Course of the educational requirement before sitting for the CFP Board exam. - CPA - Licensed Attorney - PhD in business or economics - CLU - CFA - Doctorate in Business Administration > After completing an educational program, an applicant may sit for the national CFP Board Exam, which is offered the following months each year: - March - July - November CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 4
5 Step 3: Meet the Experience Requirement > To become a CFP Certificant, the CFP Board requires each person to meet an experience requirement. > What is the work experience requirement? - Because CFP certification indicates to the public your ability to provide financial planning without supervision, CFP Board requires you to have experience in the financial planning process. Three years of full-time relevant personal financial planning experience is required. > The work experience requirement may be gained: - 10 years prior to exam date - Up to 5 years after exam date CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 5
6 Step 3: Meet the Experience Requirement (cont.) > How does a person meet the Board s experience requirement? - A person must work for 3 years in the supervision, direct support, teaching or personal delivery of all or part of the personal financial planning process to a client. > The personal financial planning process, for which a certificant must work with at least one of the steps, is listed below: 1. Establishing and/or Defining the Relationship with the Client 2. Gathering Client Data 3. Analyzing and Evaluating the Client s Financial Status 4. Developing and Presenting the Financial Plan 5. Implementing the Financial Plan 6. Monitoring the Financial Plan > Note: You may complete an educational program, take the Board exam and pass without the experience requirement being met. The CFP Board requires the work experience requirement prior to issuing a candidate the CFP Certification marks. CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 6
7 Step 4: Pass the Fitness Standards > A key component of being a CERTIFIED FINANCIAL PLANNER certificant is upholding a proper ethical standard. The CFP Board requires individuals to pass certain fitness standards as a Trusted-Advisor. > Requirement of the strict code of ethics includes - Background checks, no personal bankruptcy within the past 5 years, etc. > As one may expect, there are certain unacceptable ethical standards that may limit a person s ability to use the CFP marks. Examples are as follows: - Past bankruptcies - Felony convictions - Revocation of financial licenses CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 7
8 Step 5: Pay Certification Fees > In addition to the fees of an educational program, the CFP Board requires the following fees: - Test-Taking Fee: - Application/Background Fee: - Annual Certification Fee: $595 $100 $325 CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 8
9 MORE ABOUT THE PROGRAM CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 9
10 Program Highlights > Accelerated study allowing you to complete in 4-21 months > Personalized touch through the role of a personal Advisor who is partnered with the student throughout the entire learning process. This personal Advisor assists students by: - Being accessible via normal business hours - Answering questions - Providing further explanation to difficult concepts - Helping provide learning accountability - Helping provide a learning track for completion by a certain date - Networking and relationship-building > Industry-focused learning providing insights as to how this information is used in the real world face-to-face with clients and prospects > 70% of first-time test takers pass the CFP Board exam on their first attempt > Flexible study formats away from the computer CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 10
11 The Partnership > A consortium of universitites have partnered with industry wealth management leader, Greene Consulting to offer this program. - - Consistent pricing at each University Similar student experience > This educational program is designer to help you pass the CFP Board exam and use this information in your current practice NOW not after you get your CFP certification. > For more information, contact Michael Sorrow at or visit a partner website by clicking one of the links below. CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 11
12 Resources > List of Board Registered Programs - CFP Board Registered Programs > Specifics of Work Experience Requirement - CFP Work Experience Requirement > CFP Fitness Standards Guidelines - Fitness Guidelines > Partner Website Links CFP CERTIFICATION EDUCATION PROGRAM ONLINE financialplannerprogram.com 12
THE PROFESSIONAL ADVANTAGES OF CFP CERTIFICATION
THE PROFESSIONAL ADVANTAGES OF CFP CERTIFICATION A CFP Board Guide on Why and How to Become a CERTIFIED FINANCIAL PLANNER TM Professional 2015 Certified Financial Planner Board of Standards, Inc. You are
Form ADV Part 2B Individual Disclosure Brochure. Mark W. McGorry Personal CRD Number: 327815 Investment Adviser Representative
Form ADV Part 2B Individual Disclosure Brochure Mark W. McGorry Personal CRD Number: 327815 Investment Adviser Representative Wealth Partners Advisors, LLC 286 Madison Avenue, Suite 200 New York, NY 10017
Plan on reaching your financial goals
Work with a CERTIFIED FINANCIAL PLANNER TM professional Plan on reaching your financial goals Let a CFP professional be your trusted guide As an investor, you have short- and long-term goals you would
Brochure Supplement (Part 2B of Form ADV)
Brochure Supplement (Part 2B of Form ADV) MCNAMARA FINANCIAL SERVICES, INC. 1020 Plain Street, Suite 200 Marshfield, MA 02050 781-834-2010 Fax 781-834-2056 www.mcnamarafinancial.com This brochure supplement
Dallas Office 14214 Dallas Parkway Suite 1100 Dallas, TX 75254-2961 972.702.8262
October 1, 2013 Dallas Office 14214 Dallas Parkway Suite 1100 Dallas, TX 75254-2961 972.702.8262 Little Rock Office 400 W. Capitol Avenue Little Rock, AR 72203-3217 501.375.5200 www.bkdwa.com Advisors
Michael Sedlak, CFP, CFA, CEPA, MBA
Item 1: Cover Page Michael Sedlak, CFP, CFA, CEPA, MBA Golden Trail Advisers, LLC Managing Member of Golden Trail Advisers LLC www.golden-trail.com [email protected] 11S270 Jackson Street Suite 101
Firm Brochure Supplement (Part 2B of Form ADV)
Firm Brochure Supplement (Part 2B of Form ADV) 9200 Montgomery Road Cincinnati, Ohio 45242 (513) 771-7222 (888) 234-7982 www.taaginc.com [email protected] This brochure supplement provides information about
Part 2B of Form ADV: Brochure Supplement
Part 2B of Form ADV: Brochure Supplement Item 1 Cover Page Item 2 Educational Background and Business Experience Item 3 Disciplinary Information Item 4 Other Business Activities Item 5 Additional Compensation
7025 W Grandridge Blvd, Ste B Kennewick WA 99336. Erik R. Pielstick. 115 N 50 th Avenue, Ste B Yakima WA 98908 CRD# 117578. Financial Management, Inc.
Part 2B of Form ADV: Brochure Supplement Item 1 Cover Page Erik R. Pielstick 7025 W Grandridge Blvd, Ste B Kennewick WA 99336 Financial Management, Inc. 115 N 50 th Avenue, Ste B Yakima WA 98908 CRD# 117578
Part 2B of Form ADV: Brochure Supplement. Financial Management Strategies, Inc. Carl Camillo 9050 Sweet Valley Drive Valley View, Ohio 44125
Part 2B of Form ADV: Brochure Supplement Financial Management Strategies, Inc. Carl Camillo 9050 Sweet Valley Drive Valley View, Ohio 44125 Telephone: 216-642-1099 Email: [email protected] Web Address:
Dallas Office 14214 Dallas Parkway Suite 1100 Dallas, TX 75254-2961 972.702.8262
January 25, 2013 Dallas Office 14214 Dallas Parkway Suite 1100 Dallas, TX 75254-2961 972.702.8262 Little Rock Office 400 W. Capitol Avenue Little Rock, AR 72203-3217 501.375.5200 www.bkdwa.com Advisors
Kansas City Office 1201 Walnut Street, Suite 1700 Kansas City, MO 64106-2246 816.842.1935
January 25, 2013 Kansas City Office St. Louis Office One Metropolitan Square 211 N. Broadway, Suite 600 St. Louis, MO 63102-2733 314.231.9731 www.bkdwa.com Advisors presented in this supplement: Lynn Mayabb
Frequently Asked Questions State Board of Psychology. Q: What is the educational requirement to become licensed as a psychologist in Pennsylvania?
Education Q: What is the educational requirement to become licensed as a psychologist in Pennsylvania? A: The Board s regulations require completion of a doctoral program that is either accredited by the
Personal Financial Planning Certificate Program
Finance Personal Financial Planning Certificate Program n Curriculum satisfies the CFP Board s education requirement to sit for the CFP Certification Examination n Program available online and on campus
Description of Designations Held by The Colony Group Personnel
Description of Designations Held by The Colony Group Personnel Accredited Estate Planner (AEP ) The AEP designation is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognized
Policies and Guidelines for Obtaining and Maintaining CFP Certification and FPSC Level 1 Certification in Financial Planning
Policies and Guidelines for Obtaining and Maintaining CFP Certification and FPSC Level 1 Certification in Financial Planning Version 3.0 December 7 2015 Table of Contents A. Routes to CFP Certification
Sheila P. Padden, CFP
Sheila P. Padden, CFP Padden Financial Planning LLC 10422 S. Longwood Chicago, Illinois 60643 (773) 718-3218 FORM ADV PART 2B BROCHURE SUPPLEMENT This brochure supplement provides information for Sheila
Brian K. Stickney, CFA, CFP
Item 1 - Cover Page Brochure Supplement for Brian K. Stickney, CFA, CFP CRD# 2217162 Ironridge Wealth Management, LLC 100 Galleria Parkway Suite 1130 Atlanta, GA 30339 (770) 635-1925 www.ironridgewealth.com
Form ADV Part 2: Brochure Supplement
Bashar M. Qasem 703.207.7005 x101 This Brochure Supplement provides information about Bashar Qasem that supplements the Azzad Asset Management s brochure. You should have received a copy of that brochure.
Castle Financial Advisors, LLC Part 2A of Form ADV The Brochure
Castle Financial Advisors, LLC Part 2A of Form ADV The Brochure 145 Marcus Blvd, Suite 1, Hauppauge, NY 11788 www.castlefinancialadvisors.com Updated: March 2011 This brochure provides information about
ADV Part 2B Brochure Supplement
Item 1: Cover Page ADV Part 2B Brochure Supplement COLMAN KNIGHT ADVISORY GROUP, LLC 18 AUDUBON LANE CARLISLE, MA 01741 978-371-2015 www.colmanknight.com This brochure supplement provides information about
ETHAN L. PEPPER, CFP
ETHAN L. PEPPER, CFP This brochure provides supplemental information about Ethan L. Pepper ( Investment Advisor Representative, IAR or Employee ) that supplements the Wade Financial Advisory, Inc. brochure,
Part 2B of Form ADV: Brochure Supplement
Part 2B of Form ADV: Brochure Supplement Item 1 Cover Page Jonathan Lachowitz 29 Battle Green Road Lexington, MA 02421 508-471-4431 White Lighthouse Investment Management, Inc. - Head Office 5 Militia
How to Choose the Right Personal Financial Planner
How to Choose the Right Personal Financial Planner Brought to you by and America's CPA Financial Planners Take Charge: Your Money. Your Life. 1 Let s get this out of the way The general information contained
EXPLORING THE ADVISOR MASTERY PROGRAM
EXPLORING THE ADVISOR MASTERY PROGRAM This unique development program is designed to provide the training and support you need to prepare you for a successful career as a financial advisor. ADVISORY MASTERY
LEARN>EARN> on the waterfront MSA/MSF PROGRAMS MASTER OF SCIENCE IN ACCOUNTING MASTER OF SCIENCE IN FINANCE. College of Professional Studies
N EW J ERSEY CITY U N IVERSITY College of Professional Studies MASTER OF SCIENCE IN ACCOUNTING MASTER OF SCIENCE IN FINANCE LEARN>EARN> MSA/MSF PROGRAMS on the waterfront BE A LEADER IN YOUR FIELD. Enrich
D3 Financial Counselors LLC. 5151 Mochel Drive Suite 301, Downers Grove, IL 60515 Telephone: (630) 271-0033 Fax: (866) 385-8998
D3 Financial Counselors LLC 5151 Mochel Drive Suite 301, Downers Grove, IL 60515 Telephone: (630) 271-0033 Fax: (866) 385-8998 111 N. Wabash Ave Suite 800, Chicago, IL 60602 Telephone: (312) 526-3680 Fax:
FORM ADV PART 2B* Brochure Supplement
FORM ADV PART 2B* Brochure Supplement Professional Backgrounds of Sean Stannard-Stockton Curtis Brown Arif Karim Ludovic Thomasson Matthew Pearson November 2015 1350 Bayshore Highway, Suite 460 Burlingame,
Financial Planning Standards Council MFDA Bulletin #0656-P: Consultation Paper on Standards for Use of the Title Financial Planner
Financial Planning Standards Council MFDA Bulletin #0656-P: Consultation Paper on Standards for Use of the Title Financial Planner Planning Policy September 21, 2015 Page 1 About Financial Planning Standards
Canby Financial Advisors, LLC 161 Worcester Road, Suite 408 Framingham, MA 01701 (508)598-1082. http://www.canbyfinancial.
Item 1 Cover Page Canby Financial Advisors, LLC 161 Worcester Road, Suite 408 Framingham, MA 01701 (508)598-1082 http://www.canbyfinancial.com March 5, 2015 This Brochure provides information about the
LICENSES AND REGISTRATIONS
SEMINAR 5 Handout 5-2: : A Guide to Financial Credentials There are scores of credentials for financial advisors. Some are very good indicators of the person s training and skill, while others indicate
EXPLORING THE ADVISOR MASTERY PROGRAM
EXPLORING THE ADVISOR MASTERY PROGRAM This unique program is designed to provide the training and support you need to become a well-prepared financial advisor. THE ADVISOR MASTERY PROGRAM IS DESIGNED FOR
GUIDE TO CFP CERTIFICATION
GUIDE TO CFP CERTIFICATION GUIDE TO CFP CERTIFICATION The certification marks above are owned by Certified Financial Planner Board of Standards, Inc. in the United States and are awarded to individuals
FLORIDA REGISTERED PARALEGAL APPLICATION CHAPTER 20, RULES REGULATING THE FLORIDA BAR
FLORIDA REGISTERED PARALEGAL APPLICATION CHAPTER 20, RULES REGULATING THE FLORIDA BAR I. PERSONAL INFORMATION Please Type or Print 1. Name: Please complete the information in Item 1 as you wish it to appear
ROWLING AND ASSOCIATES ACCOUNTANCY CORPORATION DBA ROWLING & ASSOCIATES
ROWLING AND ASSOCIATES ACCOUNTANCY CORPORATION DBA ROWLING & ASSOCIATES FIRM BROCHURE SUPPLEMENT (ADV PART 2B) APRIL 28, 2015 SUPERVISED PERSONS COVERED BY THIS SUPPLEMENT: Sheryl Lisa Rowling, CPA/PFS
Evening MBA Program. Leading through innovation.
Evening MBA Program Leading through innovation. The primary goal of the Graduate Business Evening MBA Program at Ursuline is to prepare students to become socially responsible managers and leaders from
Jeffrey Myers, CFP, Owner Personal CRD #3154149. Long Island Wealth Management, Inc.
Item 1 Cover Page for Brochure Supplement Jeffrey Myers, CFP, Owner Personal CRD #3154149 [email protected] Long Island Wealth Management, Inc. Firm CRD #173363 14 Vanderventer Avenue, Suite
M.S. Finance. Upon completion of the program, graduates are expected to:
M.S. Finance The Master of Science in Finance degree program prepares students for career advancement in a variety of managerial and professional positions in a wide range of firms. As a result of the
Anderson Financial Advisors, LLC
This brochure supplement provides information about William David McShane that supplements the brochure. You should have received a copy of that brochure. Please contact William David McShane if you did
Brochure Supplement. Steven Umstead Director. 6862 Elm Street, Suite 340 McLean, VA 22101
Item 1. Cover Page Brochure Supplement Steven Umstead Director 6862 Elm Street, Suite 340 McLean, VA 22101 Phone: 571-297-1740 email: [email protected] website: www.pactoluspwm.com This brochure
General Counsel, Corporate Secretary and Vice President, Policy Phone: (416) 943-5838 E-mail: [email protected]. MFDA Bulletin. Policy
Contact: Paige Ward General Counsel, Corporate Secretary and Vice President, Policy Phone: (416) 943-5838 E-mail: [email protected] BULLETIN #0673 P January 12, 2016 MFDA Bulletin Policy For Distribution to
Part 2B of Form ADV SEC Firm Brochure Supplement
Part 2B of Form ADV SEC Firm Brochure Supplement (for Direct Clients) Professional Backgrounds of: Greg Miller, CPA (CEO, Principal) Darlene M. Murphy, CPA, CFP (President, Principal) Michael D. Miller
ACCREDITED ESTATE PLANNER (AEP ) DESIGNATION QUALIFICATIONS & REQUIREMENTS
ACCREDITED ESTATE PLANNER (AEP ) DESIGNATION The Accredited Estate Planner (AEP ) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional
Additional information about TPW Financial also is available on the SEC s website at www.adviserinfo.sec.gov.
The Program Works, Inc. (dba TPW Financial) 450 Lexington Street, Suite 203 Newton, MA 02466 Contact: Chitra R. Staley, CEO&CIO 617-614-9889 [email protected] www.tpwfinancial.com Date of Brochure:
D.R. Saur Financial, Inc.
Daniel Saur D.R. Saur Financial, Inc. 12900 Preston Road Suite 400 Dallas, Texas 75230 214.559.3944 www.drsaur.com Brochure Supplement 1 May 2015 This brochure supplement provides information about Daniel
Haviland & Sams, LLC Form ADV Part 2A Investment Adviser Brochure
Haviland & Sams, LLC Form ADV Part 2A Investment Adviser Brochure March 2013 This brochure provides information about the qualifications and business practices of Haviland & Sams, LLC. If you have any
Cornerstone Financial Planning, LLC
Jill B. Boynton, CFP Cornerstone Financial Planning, LLC 70 Old Post Road Newington, NH 03801-2711 Telephone: 603-431-1133 Facsimile: 603-431-1139 www.cornerstoneplanning.com March 15, 2016 FORM ADV PART
BRIAN R. KORB, PhD, CFA, CFP
BRIAN R. KORB, PhD, CFA, CFP ACADEMIC POSITIONS: 2002 Present TRINITY WESTERN UNIVERSITY, School of Business, Langley, BC Assistant Professor of Finance Direct the finance curriculum for the largest Christian
ALAN S. WARDYGA WEALTH MANAGEMENT RESOURCES, INC.
ALAN S. WARDYGA WEALTH MANAGEMENT RESOURCES, INC. 501 Great Road #201 North Smithfield, Rhode Island 02896 Tel. 401-356-1400 Fax 401-356-0688 February 3, 2016 FORM ADV PART 2B BROCHURE SUPPLEMENT This
Financial Education for Securities, Banking, and Insurance Professionals.
Guide to Designations, Programs, and Advanced Degrees From industry-respected designations to accredited master s degrees and a doctoral program, The American College is the educational resource of choice
Firm Brochure Supplement (Part 2B of Form ADV) March 9, 2015
NORTHEAST INVESTMENT MANAGEMENT, INC. INVESTMENT ADVISORS AND TRUSTEES 100 High Street, Suite 1000 Boston, Massachusetts 02110-2301 (617) 523-3588 Phone (617) 523-5412 Facsimile www.northeastinvest.com
LJPR Financial Advisors. 4555 Investment Drive. Troy, MI 48098 (248) 641-7400. [email protected]. August 11, 2015
Item 1 Cover Page Leon C. LaBrecque, JD, CPA, CFP, CFA LJPR Financial Advisors 4555 Investment Drive Troy, MI 48098 (248) 641-7400 [email protected] August 11, 2015 This Brochure Supplement provides
CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession
CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession Presented by: Lyle Benson, CPA/PFS, CFP (Moderator) Randy Abeles, CPA Ernest Clark, CPA/PFS Michael Goodman,
CODE OF ETHICS and PROFESSIONAL RESPONSIBILITY
CODE OF ETHICS and PROFESSIONAL RESPONSIBILITY Written and Researched by: Edward J. Barrett CFP, ChFC, CLU, CEBS, RPA, CRPS, CRPC 2014 EJB Financial Press Inc., Printed in U.S.A. All rights reserved 1
PERSONAL FINANCIAL PLANNING
PERSONAL FINANCIAL PLANNING A GUIDE TO STARTING YOUR PERSONAL FINANCIAL PLAN THE CERTIFICATION TRADEMARK ABOVE IS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. IN THE UNITED STATES AND
ADV Part 2. Additional information about Shotwell Rutter Baer is available on the SEC s website at www.advisorinfo.sec.gov.
Item 1 Cover Page ADV Part 2 Shotwell Rutter Baer Inc Registered Investment Advisor Elizabeth Ellen Baer CFP, President 6350 West Michigan Avenue, Suite 200 Lansing, MI 48917 517-321-4832 www.rutterbaerinc.com
Harbour Wealth Partners 9850 Westpoint Drive, Suite 300 Indianapolis, IN 46256
Form ADV Part 2A Harbour Wealth Partners Cover Page Harbour Wealth Partners 9850 Westpoint Drive, Suite 300 Indianapolis, IN 46256 (317) 579 4844 WEBSITE: www.livewellsleepwell.com EMAIL CONTACT: [email protected]
Capital Advisory Group 442 W. Kennedy Blvd., Suite 380 Tampa, FL 33606 813 254 1070
Capital Advisory Group 442 W. Kennedy Blvd., Suite 380 Tampa, FL 33606 813 254 1070 This brochure is required by law and provides information about the qualifications and business practices of Capital
How To Know More About Douglas W. Jones Financial And Insurance Services
Douglas W. Jones Associates Financial & Insurance Services, Inc. 26477 Rancho Parkway South Lake Forest, California 92630 Phone: 949-699-1660 Fax: 949-699-1069 Web Site: www.jonesfinancial.com February
Vintage Financial Services, LLC. 101 North Main Street, Suite 800. Ann Arbor, MI 48104 (734) 668 4040. www.vintagefs.com
Vintage Financial Services, LLC 101 North Main Street, Suite 800 Ann Arbor, MI 48104 (734) 668 4040 www.vintagefs.com E mail: [email protected] Brochure dated January 27, 2015 This brochure updates
Finley Wealth Management, LLC 10600 Chevrolet Way, Suite 230 Estero, FL 33928 239-267-7500 www.mywealthadvisor.com
Finley Wealth Management, LLC 10600 Chevrolet Way, Suite 230 Estero, FL 33928 239-267-7500 www.mywealthadvisor.com FORM ADV PART 2A February 1, 2015 This Brochure provides information about the qualifications
How To Write A Value Proposition
Brought to you by: Define Value Proposition Exercise Find what makes you unique as an advisor. www.peakadvisoralliance.com Page 1 Having a value proposition allows you to succintly answer the question,
PART 2B OF FORM ADV: BROCHURE SUPPLEMENT. Supervised Persons James E. Kearney, Jeffrey Fisher, Brian T. Tesseyman, and Thomas K.
PART 2B OF FORM ADV: BROCHURE SUPPLEMENT Supervised Persons James E. Kearney, Jeffrey Fisher, Brian T. Tesseyman, and Thomas K. Vetter Q Quadrant CapitalManagement, LLC 100 Passaic Avenue Suite 301 Fairfield,
WHY you should. choose a. CERTIFIED FINANCIAL PLANNER TM practitioner
WHY you should choose a CERTIFIED FINANCIAL PLANNER TM practitioner Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners
APPLICATION FOR THE CERTIFIED RETIREMENT FINANCIAL ADVISOR (CRFA) CERTIFICATION EXAM
APPLICATION FOR THE CERTIFIED RETIREMENT FINANCIAL ADVISOR (CRFA) CERTIFICATION EXAM A Note from the CRFA Board of Certification: Congratulations on starting the process of becoming a CRFA. Before completing
Koch Financial Partners, LLC
Koch Financial Partners, LLC A State of Oregon Registered Investment Adviser Form ADV Part 2A March 17, 2015 205 SE Spokane St, Suite 368 Portland, OR 97202 503-505- 5868 www.kochfinancialpartners.com
LJPR Financial Advisors. 5480 Corporate Drive, #100. Troy, MI 48098 (248) 641-7400. [email protected]. December 11, 2015
Item 1 Cover Page Leon C. LaBrecque, JD, CPA, CFP, CFA LJPR Financial Advisors 5480 Corporate Drive, #100 Troy, MI 48098 (248) 641-7400 [email protected] December 11, 2015 This Brochure Supplement
JAMES HERBERT FORCELLA
JAMES HERBERT FORCELLA 1600 Victor Ave. Redding, CA 96003 530-222-6301 LPL Financial LLC 75 State Street, 24th Floor Boston, MA 02109 800-558-7567 July 15, 2013 This brochure supplement provides information
Illinois Board of Examiners - Integration Template. DeVry University 12.17.15. ACBSP Accredited in Business (2013) and Accounting (2013)
DeVry University 12.17.15 ACBSP Accredited in (2013) and (2013) Bachelor of Science in Administration with Concentration in Integration of Ethics, Communication, and & Analysis Required Courses Total Balance
Morris Financial Concepts, Inc. Form ADV Part 2B Individual Disclosure Brochure. for. Kyra H. Morris, CFP, EA CEO. Effective: April 7 th, 2016
Morris Financial Concepts, Inc. Form ADV Part 2B Individual Disclosure Brochure for Kyra H. Morris, CFP, EA CEO Effective: April 7 th, 2016 This Brochure Supplement provides information about the background
Credentialing Practitioners of Behavior Analysis
Credentialing Practitioners of Behavior Analysis James E. Carr Behavior Analyst Certification Board Benefits of a Professional Credential Fosters consistency across practitioners by providing a standard
Financial Planning: An Emerging Career in the Financial Services
Financial Planning: An Emerging Career in the Financial Services Presented By: Financial Planning Standards Board India (FPSB India) 702, 7th Floor, Leela Business Park, Andheri-Kurla Road, Andheri East,
Cranbrook Wealth Management, LLC 901 Wilshire Drive, Suite 350 Troy, Michigan 48084 (248) 362 0900
Cranbrook Wealth Management, LLC 901 Wilshire Drive, Suite 350 Troy, Michigan 48084 (248) 362 0900 RICHARD E. BALAMUCKI PART 2B OF FORM ADV BROCHURE SUPPLEMENT March 26, 2012 This brochure supplement provides