cfp News

Local financial advisors David Morders, CRPC® and Jason Jennings CFP®, of Key Financial Group, today announced they have become members of the Financial Services Institute (FSI) in Washington, D.C.

Christopher Neubert becomes a member of the Financial Services Institute FSI associates for main street americans’ access to independent, affordable financial advice

Clark Kendall is selected by a special committee of the Olney Boys and Girls Club for it's highest honor. Kendall was selected for his leadership of the club's successful capital campaign.

BEST now offers a CIMA Bundle that includes: “Code of Ethics and Professional Responsibility”, “The Financial Advisor’s Guide to Annuities and Suitability Practices” and Estate Planning After TRA 2010.

Michael Kalisch of LPL Financial in Boca Raton, FL recently attended the May 2011 LPL Insurance Champions conference in Palm Beach, Florida an event organized by LPL Insurance Associates, the life insurance agency of LPL Financial...

Using the curriculum of the College for Financial Planning, this course offered by UMSL covers all newly revised topics that the Certified Financial Planner Board of Standards requires

Boca Raton, FL, April 15, 2011 – MICHAEL KALISCH, CFP®, Wealth Advisor at LPL Financial in Boca Raton, Florida has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®...

WiserAdvisor announces that Daniel Romero, CFP®, AIF® of Romero & Levin Wealth Management, Inc. has been awarded admittance as a member of its directory of financial advisors.

Kring Financial Management proudly announces CFP® marks have been awarded to Jane Nowak

Financial Planning is growing in importance for the average Malaysian. Uncertain economic times, changing legislation, the proliferation of new financial products and lack of time, make it difficult for individuals to use their resources effectively.

Frederick, MD – Key Financial Group launched www.keyfinancialgrp.com, a website designed by Wood Street, Inc., that is devoted to providing both clients and public to information on Key Financial Group and current market conditions.

Broker Educational Sales & Training, Inc. announces the addition of its new course, Suitability in Annuity Transactions.

Raymond J. Trepanier Jr., a resident of Brighton, recently earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards Inc.**

Rajesh C. Laungani, a resident of Sylvania, Ohio, recently earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards Inc.**

Brandon McKerney joins the Retirement Asset Management advisory team in support of growing client base.

Broker Educational Sales & Training, Inc. now offers a CFP Bundle.

BEST has released 2011 Editions of its Long-Term Care 8 credit hour and 4 credit hour courses.

ClubHack2011 is expecting a good deep knowledge technical presentations/demonstrations on topics from the world of Information Security. These presentations are expected to be of 40 minutes each.

Lon Jefferies, an independent fee-only financial advisor with Net Worth Advisory Group in Salt Lake City, Utah, has obtained the Certified Financial Planner (CFP®) designation.

This distinction is based on an annual production ranking of all registered advisors supported by LPL Financial LLC, the nation’s largest independent broker-dealer* & is awarded to less than 20 % of the firm’s more than 12,000 advisors nationwide

In his continued pursuit of professional excellence and educational development, Ara Oghoorian, CFA, CFP®, has completed all requirements and has been authorized by the Certified Financial Planner Board of Standards to use the certification marks.

Paul M. Gargano, Certified Financial Planner™, to sign new book ‘What If You Live?’ June 18 at Borders Bookstore at Ballantyne’s Stonecrest Shopping Center Top retirement planner’s book lays out simple strategies to secure future

All licensed resident insurance producers have until December 31, 2011 to come into compliance.

Broker Educational Sales and Training, Inc. announces the addition of its new course, Suitability in Annuity Transactions.

Broker Educational Sales and Training, Inc. (www.bestonlinecourses.com), would like to remind all producers licensed in North Carolina that they must complete an initial eight (8) credit hour course.

Broker Educational Sales & Training, Inc. (www.bestonlinecourses.com), would like to remind all producers licensed in Colorado that effective April 1, 2011 they must complete a one-time annuity training course.

Melissa Levin, CFP®, CFS, will be speaking this Thursday on solutions for those who have been unable to secure long-term care insurance

For the fifth consecutive year, Bellingham, WA wealth management & tax expertise firm, Multop Financial, has been acknowledged as a 2011 FIVE STAR Wealth Manager and one of the Leading Providers for 2011 Wealth Managers of the Western United States.

Advisors4Advisors, a practice management website for financial advisors, provides 100 hours of IMCA continuing education credit for on-demand replays of the Financial Advisor Webinar Series. A4A also offers CE credit for CFPs and other designations.

ABsolute Education has recently tied up with IndiaCan for Agra Territory. It will be the exclusive content provider for all the courses offered under the IndiaCan umbrella.

Using the curriculum of the College for Financial Planning, this course offered by UMSL covers all newly revised topics that the Certified Financial Planner Board of Standards requires

All Colorado producers currently licensed to sell, solicit, and negotiate annuity products must complete a one-time annuity training course approved for at least 4 credit hours by October 1, 2011.

Frederick, MD –January 24, 2011—David Morders, CRPC®, an independent financial advisor at Key Financial Group, LLC in Frederick, MD today announced that he was recognized as a top financial advisor and named to the LPL Financial Freedom Club.

Frederick, MD –January 24, 2010 Jason Jennings, CFP®, an independent financial advisor at Key Financial Group, LLC in Frederick, MD today announced that he was recognized as a top financial advisor and named to the LPL Financial Director’s Club.

Consumers' Research Council of America has compiled a list of Top Financial Planners throughout the United States. Paul Coan of Wealth Planning & Management LLC, has been named for the fifth year in a row.

Chimera Strategies, a Business Broker based in New York, is seeking Registered Investment Advisors (RIAs), Chartered Financial Planners (CFPs) and other asset managers located in Nassau or Suffolk County.

DANIEL ROMERO, CFP®, AIF® First of 75 financial professionals to be eligible to earn the Certified 401(k) Professional (C(k)P™) designation in the country.

BEST reminds producers licensed in Virginia that their renewal date is on December 31st, even numbered years.

BEST reminds producers licensed in Ohio that they are required to renew their producer license on or before the last day of their birth month biennially.

BEST reminds producers licensed in Georgia that their license renewal date is on or before December 31st.

Broker Educational Sales & Training, Inc. informs Louisiana producers that the Louisiana Department of Insurance has finalized mandatory training requirements.

Effective January 1, 2010, all Iowa Long-Term Care (ltc) Producers will be required to complete the one-time, initial 8 credit hour LTC training prior to engaging in any long-term care insurance sales activity.

Orange County native Melissa Levin has been awarded the title of “LPL Financial 2010 Insurance Champion”, marking her as one of the top successful insurance agents in the nation for this year.

Broker Educational Sales & Training, Inc. is pleased to announce an agreement with Fairmark Press, Inc. to provide Kaye A. Thomas’ award winning book - "Go Roth!" in an online format.

Broker Educational Sales & Training, Inc. would like to remind all producers licensed in Utah that they are required to renew their producer license on or before the last day of their birth month biennially.

Broker Educational Sales & Training, Inc. would like to remind Arkansas producers of their continuing education requirements.

Kathy Henningsen Financial Advisor at Retirement Asset Management in Bellevue, WA received her Certified Financial Planner certification from the Certified Financial Planning Board.

Broker Educational Sales & Training, Inc. informs Oklahoma producers that the Oklahoma Insurance Department established a New Annuity Training Requirement.

Paragon Wealth Strategies, LLC is proud to announce that financial advisor, Mike Carignan, has been certified as a CERTIFIED FINANCIAL PLANNER™

Broker Educational Sales & Training, Inc. (BEST), informs producers licensed in Texas that they are required to complete 30 credit hours of insurance continuing education biennially.