Professional certification in finance

Daniel Moisand, CFP® Elected 2022 CFP Board Chair-Elect

Thursday, July 29, 2021 - 3:00pm

WASHINGTON, July 29, 2021 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Daniel Moisand, CFP as its 2022 Board Chair-elect.

Key Points: 
  • WASHINGTON, July 29, 2021 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Daniel Moisand, CFP as its 2022 Board Chair-elect.
  • He has made considerable contributions to CFP Board's work:
    From 1999-2001, he served on CFP Board's Board of Practice Standards, helping to draft and promulgate the first Financial Planning Practice Standards for CFP professionals.
  • Since 2020, he has served on the Board of Directors of CFP Board, and currently serves as Chair of CFP Board's Code and Standards Enforcement Committee (formerly "Appeals Committee").
  • CFP Board, along with its Center for Financial Planning, is committed to increasing the public's awareness of CFP certification and access to a diverse, ethical and competent financial planning workforce.

LPL Financial Welcomes Financial Advisors Kyle Smith and Michael Sandlin

Wednesday, July 28, 2021 - 2:00pm

CHARLOTTE, N.C., July 28, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA)today announced that financial advisors Kyle Smith CFP and Michael Sandlin CFP, AAMS have joined LPL, affiliating with Linsco by LPL Financial, the firms employee advisor model.

Key Points: 
  • CHARLOTTE, N.C., July 28, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA)today announced that financial advisors Kyle Smith CFP and Michael Sandlin CFP, AAMS have joined LPL, affiliating with Linsco by LPL Financial, the firms employee advisor model.
  • The advisors are longtime colleagues and friends who spent many long nights studying for their Certified Financial Planner exam together.
  • Smith and Sandlin strongly believe that as financial advisors, they should be fiduciaries and put clients interests ahead of their own, which is why they joined Linsco to launch SmithSandlin Wealth Planning.
  • Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.

Choosing financial advisor during and after the pandemic

Wednesday, July 28, 2021 - 11:42am

Many wealthy people looking to engage a financial advisor to help them get their financial affairs in order still open a search engine and type " Financial advisers near me ".

Key Points: 
  • Many wealthy people looking to engage a financial advisor to help them get their financial affairs in order still open a search engine and type " Financial advisers near me ".
  • Wealthy individuals searching for a financial advisor can approach the task in two ways:
    Prospective clients can Google "Financial advisors near me" and select the firm which is nearest to their house.
  • The Chartered Financial Planner qualification is difficult to obtain, less than a quarter of financial advisers in the UK hold chartered status.
  • Simon Bullock , Founder Director of Mulberry Bow , notes: "Finding a financial advisor near you might be convenient, but it is rarely the best option.

Choosing financial advisor during and after the pandemic

Wednesday, July 28, 2021 - 11:36am

Many wealthy people looking to engage a financial advisor to help them get their financial affairs in order still open a search engine and type " Financial advisers near me ".

Key Points: 
  • Many wealthy people looking to engage a financial advisor to help them get their financial affairs in order still open a search engine and type " Financial advisers near me ".
  • Wealthy individuals searching for a financial advisor can approach the task in two ways:
    Prospective clients can Google "Financial advisors near me" and select the firm which is nearest to their house.
  • The Chartered Financial Planner qualification is difficult to obtain, less than a quarter of financial advisers in the UK hold chartered status.
  • Simon Bullock , Founder Director of Mulberry Bow , notes: "Finding a financial advisor near you might be convenient, but it is rarely the best option.

Adit Ventures announces Chief Operating Officer

Thursday, July 22, 2021 - 6:06pm

NEW YORK, July 22, 2021 /PRNewswire/ --Eric Lazear joined Adit Ventures as Chief Operating Officer and a member of the Management Committee, as well as a member of Adit's Valuation Committee.

Key Points: 
  • NEW YORK, July 22, 2021 /PRNewswire/ --Eric Lazear joined Adit Ventures as Chief Operating Officer and a member of the Management Committee, as well as a member of Adit's Valuation Committee.
  • "Adit Ventures is proud to have an executive with Lazear's experience further build out Adit's operational and compliance depth.
  • He brings decades of institutional experience and industry knowledge to Adit's growing team of 16 professionals" said Eric Munson, Founder & CIO of Adit Ventures.
  • Adit Ventures uses a 10-step investment process incorporating its proprietary research on both quantitative and qualitative factors.

Association for Financial Professionals Launches Initiative to Promote Treasury and Finance Careers to Underrepresented Communities

Tuesday, July 13, 2021 - 3:07pm

BETHESDA, Md., July 13, 2021 /PRNewswire/ --The Association for Financial Professionals (AFP) has launched a Diversity, Equity and Inclusion (DEI) Awareness Initiative with founding partner, Invesco .

Key Points: 
  • BETHESDA, Md., July 13, 2021 /PRNewswire/ --The Association for Financial Professionals (AFP) has launched a Diversity, Equity and Inclusion (DEI) Awareness Initiative with founding partner, Invesco .
  • This Initiative will be a sustained campaign to inform individuals from underrepresented communities about career opportunities in corporate finance and treasury.
  • AFP and Invesco will showcase opportunities for professional development, skills building, ongoing training, and continuous learning that will prepare individuals for challenging and rewarding careers in corporate finance and treasury.
  • AFP established and administers the Certified Treasury Professional and Certified Corporate FP&A Professional credentials, which set standards of excellence in treasury and finance.

William Blair Investment Management Hires Vesta Marks as U.S. Fixed Income Portfolio Manager

Tuesday, July 13, 2021 - 3:00pm

William Blair Investment Management announced today that Vesta Marks, CFA, CAIA, has joined the firm as a fixed income portfolio manager, reporting to Ruta Ziverte, head of U.S.

Key Points: 
  • William Blair Investment Management announced today that Vesta Marks, CFA, CAIA, has joined the firm as a fixed income portfolio manager, reporting to Ruta Ziverte, head of U.S.
  • Marks will be a portfolio manager on William Blairs Core and Low Duration fixed income strategies.
  • Vesta brings more than 19 years of experience in fixed income research, portfolio management, and trading, said Ziverte, head of U.S.
  • *
    William Blair Investment Management is a premier global investment management boutique, with a sole focus on active management across equity, fixed income, currency and multi-asset strategies.

FP Canada™ announces results for the May QAFP™ exam

Thursday, July 8, 2021 - 7:43pm

TORONTO, July 8, 2021 /CNW/ -FP Canada has announced results for the May sitting of the QAFP exam, held on May 26, 2021.

Key Points: 
  • TORONTO, July 8, 2021 /CNW/ -FP Canada has announced results for the May sitting of the QAFP exam, held on May 26, 2021.
  • FP Canada will offer the QAFP exam over three administrations in this fiscal year.
  • The next QAFP exam will be held on October 13 and the next CFP exam on October 13 and October 14.
  • There are more than 20,000 professional financial planners in Canada who, through CFPcertification and QAFP certification, meet FP Canada's standards.

Carol E. York Becomes Fifth Advisor to Join Cypress Private Wealth

Friday, July 2, 2021 - 8:36pm

She received the prestigious CFP (Certified Financial Planner) designation and is an accomplished private wealth advisor.

Key Points: 
  • She received the prestigious CFP (Certified Financial Planner) designation and is an accomplished private wealth advisor.
  • "I think the new location for Cypress Private Wealth is probably the best possible location for an established financial firm in Coachella Valley.
  • "Carol is the fourth financial advisor to join Cypress Private Wealth in two months," commented Shad Lamm, Partner and Senior Financial Advisor.
  • On June 4, 2021, Chris Rick left Cypress Wealth Services, LLC to join Cypress Private Wealth.

Capital Markets Enter Uncharted Waters: Covid-19 One Year Later - a Global CFA Institute Survey

Monday, June 28, 2021 - 1:00pm

NEW YORK, June 28,2021 /PRNewswire/ --CFA Institute, the global association of investment professionals, today releases Covid-19, One Year Later, Capital Markets Entering Uncharted Waters ,a report analyzing the results of a new global member survey from CFA Institute to identify and highlight the critical impacts of the Covid-19 pandemic on financial markets.

Key Points: 
  • NEW YORK, June 28,2021 /PRNewswire/ --CFA Institute, the global association of investment professionals, today releases Covid-19, One Year Later, Capital Markets Entering Uncharted Waters ,a report analyzing the results of a new global member survey from CFA Institute to identify and highlight the critical impacts of the Covid-19 pandemic on financial markets.
  • The report reflects views from CFA Institute members and charterholders on the structural consequences of the crisis on the economy.
  • The CFA Institute survey report Covid-19, One Year Later, Capital Markets Entering Uncharted Waters ,follows a 2020 CFA Institute global member survey: Is the Coronavirus Rocking the Foundations of Capital Markets?
  • The 2021 CFA Institute Covid-19, One Year Later survey was conducted across the global membership of CFA Institute members and charterholders, across all regions and jurisdictions where the organisation has representation, between the period 8 March to 28 March 2021.