Professional certification in finance

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

Retrieved on: 
Monday, June 28, 2021
Finance, Organizations, Financial services, CFA Institute, Harvard–Smithsonian Center for Astrophysics, Eco, Professional certification in finance, Chartered Financial Analyst

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.

IBFD enhances online International Taxation training programme

Retrieved on: 
Friday, June 25, 2021
Taxation in the United Kingdom, Tax avoidance, International taxation, Tax advisor, Tax, Economy, Professional certification in finance, Magazines, Corporate tax avoidance, Advanced Diploma in International Taxation

We have introduced new features to our 6-month online Advanced Professional Certificate in International Taxation (APCIT) training programme to improve the learning experience for tax professionals, who will go on to obtain recognition as experts in international taxation.

Key Points: 
  • We have introduced new features to our 6-month online Advanced Professional Certificate in International Taxation (APCIT) training programme to improve the learning experience for tax professionals, who will go on to obtain recognition as experts in international taxation.
  • You will receive our certificate of acknowledgement, recognized by the international tax community
    The APCIT programme provides a comprehensive and practical understanding of international taxation, specifically in the areas of tax treaties, transfer pricing and international tax planning.
  • Additionally, the APCIT programme explores the most recent international taxation developments on the part of the OECD, the UN and the European Union affecting the daily work of in-house tax professionals and tax advisers.
  • Participants who complete the programme will receive not only a professional qualification recognizing their expertise in the field of international taxation from IBFD, the worlds foremost authority on cross-border taxation, but also up to 40 continuing professional education (CPE) credits.

FP Canada™ Announces Changes to Board of Directors

Retrieved on: 
Thursday, June 24, 2021
Financial Planning Standards Council, Economy, Finance, Money, Financial planner, CFP, Personal finance, Professional certification in finance

Fin., Chair of the Board replacing Brett Millard, CFP, who completed a two-year term as Board Chair on June 21, 2021.

Key Points: 
  • Fin., Chair of the Board replacing Brett Millard, CFP, who completed a two-year term as Board Chair on June 21, 2021.
  • Mr. Dupras has been a member of the FP Canada Board for four years and is an independent financial planner and Founding President of Montreal-based ConFor Financiers.
  • The Board of Directors also welcomed three new members: Christopher Dewdney, CFP, Susan Howe, CFP, and Winston Maharaj, as Public Director.
  • FP Canada's Board of Directors works on behalf of the Canadian public, certificants and other stakeholders to ensure that FP Canada realizes its purpose and mandate.

Husson University and the Financial Planning Association of Northern England Join Forces to Support Student Education

Retrieved on: 
Tuesday, June 22, 2021
Professional certification in finance, Personal finance, Certified Financial Planner, Financial Planning Association, Husson University, Husson, Education

Earning this credential makes students more marketable since the CFP credential is recognized internationally as the gold standard among financial planning professionals.

Key Points: 
  • Earning this credential makes students more marketable since the CFP credential is recognized internationally as the gold standard among financial planning professionals.
  • Husson University has the only CFP certified program in Northern New England.
  • Im confident that this partnership between the FPA of Northern New England and Husson University will result in better educated financial professionals who can make peoples lives more financially secure.
  • The Financial Planning Association (FPA) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning.

Advanced PFP Track at AICPA & CIMA ENGAGE Returns as Hybrid Event to Provide Latest Financial Planning Strategies

Retrieved on: 
Tuesday, June 15, 2021
Banking, Accounting, Professional services, Philanthropy, Small business, Foundation, Other Professional Services, Legal, Insurance, Human resources, Finance, Other Philanthropy, Consulting, Accounting, Business, Financial services, Chartered Institute of Management Accountants, Management accounting, Certified Public Accountant, Accountant, Uniform Certified Public Accountant Examination, Draft:Association of International Certified Professional Accountants, American Institute of Certified Public Accountants, Professional certification in finance

AICPA & CIMA ENGAGE keynotes include Caroline Kennedy, author and former U.S.

Key Points: 
  • AICPA & CIMA ENGAGE keynotes include Caroline Kennedy, author and former U.S.
  • Who: The Advanced PFP track is designed for CPAs and CPA/PFS credential holders, financial planners, CFP certificate holders, CFA charter holders, Certified Investment Management Analysts (CIMA), tax and estate planning attorneys, insurance and risk management professionals and registered investment advisers.
  • It also develops and grades the Uniform CPA Examination and builds the pipeline of future talent for the public accounting profession.
  • The Chartered Institute of Management Accountants (CIMA) is the worlds leading and largest professional body of management accountants.

Karen Costin joins New Fed Mortgage as a licensed Mortgage Loan Originator

Retrieved on: 
Tuesday, June 15, 2021
Professional certification in finance, Money, Finance, Loans, Mortgage loan, Certified Financial Planner, Financial services, Mortgage industry of the United States

DANVERS, Mass., June 15, 2021 /PRNewswire-PRWeb/ -- Karen Costin joins New Fed Mortgage and will be working out of the branch office located in Reading, Massachusetts.

Key Points: 
  • DANVERS, Mass., June 15, 2021 /PRNewswire-PRWeb/ -- Karen Costin joins New Fed Mortgage and will be working out of the branch office located in Reading, Massachusetts.
  • Karen comes to New Fed with over 25 years of experience in the financial industry.
  • Karen completed the Certified Financial Planner Program (CFP) in 2008, Series 6, Series 63 financial and holds a Massachusetts Real Estate License.
  • New Fed Mortgage has specialized in residential retail mortgage lending since 2001.

Tan Phan, MSFP, CFP®, Named to InvestmentNews' 2021 40 Under 40 List

Retrieved on: 
Wednesday, June 9, 2021
Finance, Money, Investment management, Financial management, Economy, Stock market, Wealth management, Professional certification in finance

With over 10 years of experience in the financial planning industry, Tanis the founder and Chief Executive Officer (CEO) of TAN Wealth Management .

Key Points: 
  • With over 10 years of experience in the financial planning industry, Tanis the founder and Chief Executive Officer (CEO) of TAN Wealth Management .
  • His passion is providing comprehensive financial planning to individuals and families, helping clients to accumulate and protect their wealth.
  • Added Tan, "This 40 Under 40 award is not just a win for me; it is a win for the people around me, too.
  • About TAN Wealth Management:TAN Wealth Management was founded by Tan Phan in 2018 as a boutique independent Registered Investment Advisor.

Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm

Retrieved on: 
Wednesday, June 2, 2021
Financial services, Finance, Money, Financial advisors, Financial adviser, Personal finance, Financial planners, Professional certification in finance

Within the Zoe Advisor Network, clients can now work 1:1 with a dedicated, personal, CFP Professional at Facet Wealth, one of the fastest growing financial planning firms in the country.

Key Points: 
  • Within the Zoe Advisor Network, clients can now work 1:1 with a dedicated, personal, CFP Professional at Facet Wealth, one of the fastest growing financial planning firms in the country.
  • Facet Wealth offers financial planning as it should be, with personalized advice, support, and guidance for all the financial decisions that impact clients' lives.
  • Zoe Financial Founder and CEO Andres Garcia-Amaya agreed, noting, "Fiduciary advisors in the Zoe Network provide the highest quality of financial advice.
  • Zoe Financial was founded with one mission: to empower consumers to make better financial decisions.

Chuck Foresyth Joins Signature Wealth Group

Retrieved on: 
Thursday, May 27, 2021
Finance, Money, Economy, United States securities law, Financial markets, Raymond James Financial, Brokerage firms, Personal finance, Professional certification in finance, Securities Investor Protection Corporation, Financial planner, Financial Industry Regulatory Authority

CHARLOTTE, N.C., May 27, 2021 /PRNewswire/ --Signature Wealth Group (an independent organization aligned with Raymond James Financial Services, Inc., member FINRA/SIPC) is pleased to announce that Chuck Foresyth, CFP, (Wealth Advisor, RJFS), has joined the practice in the Charlotte, NC branch office.

Key Points: 
  • CHARLOTTE, N.C., May 27, 2021 /PRNewswire/ --Signature Wealth Group (an independent organization aligned with Raymond James Financial Services, Inc., member FINRA/SIPC) is pleased to announce that Chuck Foresyth, CFP, (Wealth Advisor, RJFS), has joined the practice in the Charlotte, NC branch office.
  • A 20-year financial services industry veteran and Certified Financial Planner, Chuck Foresyth brings his extensive experience in estate planning, mutual funds, annuities, education planning, and portfolio construction to Signature Wealth Strategies.
  • Today, his focus is on working with corporations, families, and non-profit organizations in wealth accumulation, wealth preservation, and wealth distribution.
  • Signature Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment Professionals Seek Greater Flexibility and Hybrid Workplaces, Say CFA Institute Members in New Study

Retrieved on: 
Wednesday, May 26, 2021
CFA Institute, Professional certification in finance, Finance, Money, Organizations, Chartered Financial Analyst, Investment

The findings include both quantitative and qualitative insights from more than 4,600 investment professionals globally and investment organization leaders representing more than 200,000 employees.

Key Points: 
  • The findings include both quantitative and qualitative insights from more than 4,600 investment professionals globally and investment organization leaders representing more than 200,000 employees.
  • This first report is primarily based on data collected from CFA Institute members and a select group of investment organizations.
  • Contributions to this report included:
    An Investment Professionals Survey with approximately 4,600 CFA Institute member respondents from 120 markets.
  • CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials.