Professional certification in finance

2021 Hillsdale Investment Management – CFA Society Toronto Research Award

Retrieved on: 
Monday, May 17, 2021

b'Toronto, May 17, 2021 (GLOBE NEWSWIRE) -- CFA Society Toronto and Hillsdale Investment Management Inc. invite submissions for the 2021 Hillsdale Investment Management \xe2\x80\x93 CFA Society Toronto Research Award.\nThe award is open to global researchers conducting research related to Canadian capital markets, including academics (e.g., professors and students) and practitioners.

Key Points: 
  • b'Toronto, May 17, 2021 (GLOBE NEWSWIRE) -- CFA Society Toronto and Hillsdale Investment Management Inc. invite submissions for the 2021 Hillsdale Investment Management \xe2\x80\x93 CFA Society Toronto Research Award.\nThe award is open to global researchers conducting research related to Canadian capital markets, including academics (e.g., professors and students) and practitioners.
  • Author(s) of the winning research paper will be awarded $10,000 CAD and be announced in CFA Society Toronto\xe2\x80\x99s quarterly publication, The Analyst.\nThe application deadline is August 13, 2021.\nVisit cfatoronto.ca/hillsdaleaward to learn more about the 2021 Hillsdale Investment Management \xe2\x80\x93 CFA Society Toronto Research Award.\nCelebrating over a quarter of a century of investment excellence, Hillsdale Investment Management is an independent, employee-owned, and client-aligned investment boutique managing over $4 billion on behalf of a select group of institutional and private wealth investors.
  • Hillsdale engages in disciplined active investment management, specializing in equities, alternatives, ESG, and customized mandates.
  • CFA Society Toronto represents the interests of over 10,000 investment professionals in the Greater Toronto Area through advocacy, education, events, and professional development.\xc2\xa0 For more information visit cfatoronto.ca or follow us on Twitter @cfatoronto and on LinkedIn CFA Society Toronto.\nChartered Financial Analyst\xc2\xae and CFA\xc2\xae are registered trademarks owned by CFA Institute.\n'

New Research Confirms Value of CFP® Certification to Female Advisors

Retrieved on: 
Wednesday, May 12, 2021

The new study, titled " Building a Diverse Practice: The Value of CFP Certification to Female Advisors ," also concludes there is an urgent need for firms to recruit more client-facing female advisors who are CFP professionals.

Key Points: 
  • The new study, titled " Building a Diverse Practice: The Value of CFP Certification to Female Advisors ," also concludes there is an urgent need for firms to recruit more client-facing female advisors who are CFP professionals.
  • CFP Board commissioned the study.\nFor the study, Aite Group researched distinguishing characteristics of female CFP professionals and compared them to female advisors without CFP certification.
  • Female CFP professionals are more likely to recommend CFP certification to colleagues than are male CFP professionals (64% of females strongly recommend versus 52% for males).\nFemale CFP professionals are also more satisfied with their careers compared to other female financial advisors.
  • "\nAite Group\'s research follows a version of the survey of 400 U.S. financial advisors fielded in Q3 2019 as well as survey data from CFP Board to increase the sample size of female CFP professionals.\nThe survey included 80 female CFP professionals and 54 female advisors without CFP certification.

Sachem Capital Corp. Appoints Senior Finance and Capital Markets Executive Bill Haydon as Chief Investment Officer

Retrieved on: 
Monday, May 10, 2021

b'BRANFORD, Conn., May 10, 2021 (GLOBE NEWSWIRE) -- Sachem Capital Corp. (NYSE American: SACH) announced today that William C. Haydon has been appointed Chief Investment Officer and Director of Investor Relations earlier this month.

Key Points: 
  • b'BRANFORD, Conn., May 10, 2021 (GLOBE NEWSWIRE) -- Sachem Capital Corp. (NYSE American: SACH) announced today that William C. Haydon has been appointed Chief Investment Officer and Director of Investor Relations earlier this month.
  • Haydon is a senior finance and capital markets executive with over 25 years of experience in financial services and investment banking.
  • Prior to joining Sachem Capital Corp. in 2021, he served as a Portfolio Manager and Branch Manager at Wells Fargo Advisors Financial Network from 2011.
  • Mr. Haydon has held numerous FINRA securities registration designations including Series 65, 7, and a Series 24 General Securities Principal registration.

Capitol Securities Welcomes Joseph Fumo, CFP and Fumo Financial!

Retrieved on: 
Monday, May 3, 2021

b"RESTON, Va., May 3, 2021 /PRNewswire/ -- Capitol Securities Management, Inc. is pleased to welcome Joseph Fumo to the company.\nJoseph J. Fumo V graduated with a B.A.

Key Points: 
  • b"RESTON, Va., May 3, 2021 /PRNewswire/ -- Capitol Securities Management, Inc. is pleased to welcome Joseph Fumo to the company.\nJoseph J. Fumo V graduated with a B.A.
  • With a focus on learning, Joseph became a CERTIFIED FINANCIAL PLANNER practitioner in March of 2015 as well as receiving his MS in Personal Financial Planning in 2017.
  • Joseph joins Capitol from Wells Fargo Advisors.\nAs a Financial Advisor with over 10 years of industry experience, he helps successful families and individuals organize and manage their financial affairs.
  • Capitol Securities has a clearing relationship for its clients' accounts, products, services, and technology with Raymond James.

Spring 2021 Issue of Financial Publication Available Now

Retrieved on: 
Monday, May 3, 2021

b'MIDDLETOWN, Ohio, May 3, 2021 /PRNewswire-PRWeb/ -- The International Association of Registered Financial Consultants (IARFC) has released the Spring issue of the Register, a national industry member benefit publication online at http://www.iarfc.org .

Key Points: 
  • b'MIDDLETOWN, Ohio, May 3, 2021 /PRNewswire-PRWeb/ -- The International Association of Registered Financial Consultants (IARFC) has released the Spring issue of the Register, a national industry member benefit publication online at http://www.iarfc.org .
  • Since last September, the universities and professors have encouraged teams in their financial services curriculum to compete by crafting a financial plan from a fictional case study.
  • Hong Kong and Macau cover their recent graduation/conferment ceremonies and share a photo followup on their recent financial consulting executive programs.
  • Lastly, Malaysia gives a COVID update and discusses the financial climate in their Chapter.\nTo access the Spring Register, visit the IARFC website.

Study: Senior Treasury and Finance Professionals are cautiously optimistic entering Q2 2021

Retrieved on: 
Monday, April 26, 2021

b'BETHESDA, Md., April 26, 2021 /PRNewswire/ -- Treasury and finance professionals are exhibiting signs of optimism as they enter the second quarter of 2021.

Key Points: 
  • b'BETHESDA, Md., April 26, 2021 /PRNewswire/ -- Treasury and finance professionals are exhibiting signs of optimism as they enter the second quarter of 2021.
  • These results are based on 121 responses from senior treasury and finance professionals this quarter.\n"It has been an extremely challenging year for business and the COVID-19 pandemic caused treasury and finance leaders to resort to fairly severe measures," said Jim Kaitz, president and CEO of AFP.
  • "However, it is reassuring to see signs of gradual recovery and cautious optimism among treasury and finance professionals as we enter the second quarter.
  • AFP established and administers the Certified Treasury Professional and Certified Corporate FP&A Professional credentials, which set standards of excellence in treasury and finance.\nView original content to download multimedia: http://www.prnewswire.com/news-releases/study-senior-treasury-and-financ...\n'

Chris Shutler, CFA, Joins Envestnet as Head of Market Intelligence

Retrieved on: 
Thursday, April 15, 2021

b'CHICAGO, April 15, 2021 /PRNewswire/ --Envestnet, Inc. (NYSE: ENV) announces that Chris Shutler, CFA, has joined the firm as Head of Market Intelligence.

Key Points: 
  • b'CHICAGO, April 15, 2021 /PRNewswire/ --Envestnet, Inc. (NYSE: ENV) announces that Chris Shutler, CFA, has joined the firm as Head of Market Intelligence.
  • In this role, he will provide timely information and insights for helping Envestnet shape opportunities for achieving its strategic roadmap.
  • "Chris will provide all Envestnet constituents with the actionable intelligence to further connect and expand the solutions for creating The Intelligent Financial Life ."\nMr.
  • Mr. Shutler holds the Chartered Financial Analyst (CFA) designation, and received his BBA degree in finance and business economics from the University of Notre Dame.\n"I have followed Envestnet for nearly a decade, and have always admired its mission to make financial wellness a reality for everyone," said Chris Shutler, CFA, Head of Market Intelligence for Envestnet.

Exceptional Advisor Week Brings the Value of Executive Education into Focus

Retrieved on: 
Tuesday, April 13, 2021

With more industry disruptors like Netflix, Tesla, and Google creating new expectations and creating an explosion of wealth, advisors today must learn new skills and strategies.

Key Points: 
  • With more industry disruptors like Netflix, Tesla, and Google creating new expectations and creating an explosion of wealth, advisors today must learn new skills and strategies.
  • More and more individuals will turn to trusted advisors who have advanced competencies.\nThere are incredible opportunities for advisors to attract new clients by bringing fresh, new perspectives to the industry.
  • To learn more about Ace Academy, click here .\nFounded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors.
  • Through its award-winning events, publications, courses, and acclaimed certificationsCertified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Retirement Management Advisor (RMA)the Institute delivers Ivy league-quality, highly-practical education to more than 20,000 practitioners annually in over 40 countries.

CFP Board Imposes an Interim Suspension on George M. Warner of Rowlett, Texas

Retrieved on: 
Thursday, April 8, 2021

WASHINGTON, April 8, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP certification against George M. Warner, which was effective as of April 5, 2021.

Key Points: 
  • WASHINGTON, April 8, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP certification against George M. Warner, which was effective as of April 5, 2021.
  • In April 2021, CFP Board issued an automatic interim suspension order suspending Mr. Warner's right to use the CFP, CERTIFIED FINANCIAL PLANNER, and certification marks.
  • Under the automatic interim suspension order, Warner's right to use the CFP certification marks is suspended pending CFP Board's completed investigation and possible further disciplinary proceedings.
  • An interim suspension is a suspension of a CFP professional's Certification and Trademark License during the pendency of proceedings.

Kendall Capital's New Book Provides Vital Financial Tips and Insights for Women

Retrieved on: 
Tuesday, April 6, 2021

In the new book Middle-Class Millionaire Women: Essential Strategies to Ensure Financial Longevity , authors and financial advisors Clark Kendall, CFA, AEP, CFP and Carol Petrov, CFP, offer life-changing tips and insights on how women can achieve financial success.

Key Points: 
  • In the new book Middle-Class Millionaire Women: Essential Strategies to Ensure Financial Longevity , authors and financial advisors Clark Kendall, CFA, AEP, CFP and Carol Petrov, CFP, offer life-changing tips and insights on how women can achieve financial success.
  • "Words like 'millionaire' and 'wealth' don't mean what they once did," said Clark Kendall, President and CEO of Kendall Capital.
  • Middle-Class Millionaire Women includes many practical suggestions for women from all walks of life, whether single, married, divorced or widowed.
  • As Vice President & Senior Relationship Manager at Kendall Capital, she provides comprehensive financial planning services for new and existing clients, while managing ongoing client needs.