Professional certification in finance

Future Financial Leaders from Ontario Universities Compete at the 2021 CFA Society Toronto & CFA Society Ottawa Research Challenge

Retrieved on: 
Tuesday, February 2, 2021
Professional certification in finance, Finance, Money, Chartered Financial Analyst, Financial services, CFA Institute, Chartered, CFA, Institute of Chartered Financial Analysts of India, Professional certification in financial services

CFA Society Toronto represents the interests of over 10,000 investment professionals in the Greater Toronto Area through advocacy, education, events, and professional development.

Key Points: 
  • CFA Society Toronto represents the interests of over 10,000 investment professionals in the Greater Toronto Area through advocacy, education, events, and professional development.
  • CFA Society Ottawa is a not-for-profit organization that supports the professional and business development of over 400 CFA charterholders in the Ottawa region.
  • CFA Society Ottawa is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry.
  • For more information, please refer to www.cfaottawa.ca
    Chartered Financial Analyst and CFA are registered trademarks owned by CFA Institute.

Chartered Financial Analysts and Chartered Certified Accountants Can Waive Part I of Certified Corporate Financial Planning and Analysis Professional (FPAC) Exam

Retrieved on: 
Tuesday, February 2, 2021
Accounting, Financial services, Economy, Professional certification in finance, Accountant, Chartered Financial Analyst, Chartered, Certified Treasury Professional, Management accounting, Association of Chartered Certified Accountants, Professional certification

BETHESDA, Md., Feb. 1, 2021 /PRNewswire/ --The Association for Financial Professionals (AFP) announced that current holders of the Chartered Financial Analyst (CFA) and Chartered Certified Accountant (ACCA and FCCA) credentials are both eligible to waive Part I of the Certified Corporate Financial Planning and Analysis Professional (FPAC) exam.

Key Points: 
  • BETHESDA, Md., Feb. 1, 2021 /PRNewswire/ --The Association for Financial Professionals (AFP) announced that current holders of the Chartered Financial Analyst (CFA) and Chartered Certified Accountant (ACCA and FCCA) credentials are both eligible to waive Part I of the Certified Corporate Financial Planning and Analysis Professional (FPAC) exam.
  • Part I of the FPAC exam focuses on fundamental knowledge in finance, accounting and forecastingknowledge also tested in the exams for the CFA and Chartered Certified Accountant exams.
  • AFP had previously announced that holders of the Certified Public Accountant (CPA), Certified Management Accountant (CMA) and Certified Treasury Professional (CTP) credentials were eligible for this waiver.
  • The FPAC credential establishes a set of core competencies for the corporate financial planning and analysis profession and addresses areas that are not necessarily covered by a traditional degree.

Knopman Marks Introduces All Access Pass Add-On to FINRA Exam Prep Courses

Retrieved on: 
Tuesday, January 26, 2021
Finance, Banking, Professional services, Other Education, Continuing, Training, University, Other Professional Services, Education, United States securities law, Professional certification in finance, Financial Industry Regulatory Authority, Regulation

Knopman Marks Financial Training, one of the foremost FINRA exam preparation companies, announced today the launch of a new All Access Pass.

Key Points: 
  • Knopman Marks Financial Training, one of the foremost FINRA exam preparation companies, announced today the launch of a new All Access Pass.
  • The All Access Pass bundles the most effective Knopman Marks resources together for the most efficient exam prep experience.
  • As a faculty member, Im really excited about the All Access Pass, said Dave Meshkov, head of course design for Knopman Marks.
  • With unmatched test results, Knopman Marks Financial Training is the leader in FINRA exam prep.

AllianzGI Dividend, Interest & Premium Strategy Fund Announce Portfolio Manager Changes

Retrieved on: 
Thursday, January 21, 2021
Professional services, Finance, Finance, Money, Investment, Investment funds, Money managers, Investment management, Closed-end fund, Portfolio manager, Institutional investors, Professional certification in finance, Invesco PowerShares, Hedge fund

Allianz Global Investors U.S. LLC (AllianzGI U.S.), investment manager to AllianzGI Dividend, Interest & Premium Strategy Fund (NYSE: NFJ) (the Fund), announced today that effective February 1, 2021, Justin Kass, CFA, will become the lead portfolio manager of the Fund and will assume overall responsibility for coordination of the Funds portfolio between equities, options and convertible securities in addition to serving as a day-to-day portfolio manager of the Funds convertible securities sleeve.

Key Points: 
  • Allianz Global Investors U.S. LLC (AllianzGI U.S.), investment manager to AllianzGI Dividend, Interest & Premium Strategy Fund (NYSE: NFJ) (the Fund), announced today that effective February 1, 2021, Justin Kass, CFA, will become the lead portfolio manager of the Fund and will assume overall responsibility for coordination of the Funds portfolio between equities, options and convertible securities in addition to serving as a day-to-day portfolio manager of the Funds convertible securities sleeve.
  • Jeffrey Parker, CFA, who has served as the lead portfolio manager of the Fund will no longer be a listed portfolio manager of the Fund.
  • Mr. Kass is a portfolio manager and managing director with AllianzGI U.S., which he joined in 2000, and is a listed portfolio manager on a number of AllianzGI U.S. closed-end funds.
  • There will be no changes to the Funds investment objectives, investment strategies or to the other portfolio managers of the Fund.

Spalding University stands out in Louisville by offering on-campus and online bachelor’s in financial planning, master’s in business communication

Retrieved on: 
Thursday, January 21, 2021
Personal finance, Professional certification in finance, Finance, Money, Economy, Certified Financial Planner Board of Standards, Financial planners, Spalding, Louisville, Kentucky

The number of CFP-designated professionals in the United States has grown 27 percent since 2013, according to the CFP Board.

Key Points: 
  • The number of CFP-designated professionals in the United States has grown 27 percent since 2013, according to the CFP Board.
  • We are confident that students who enroll in these programs at Spalding are headed down a path to professional success.
  • Spalding stands out as the only institution in Louisville to offer the opportunity for aspiring financial planners to complete the CFP educational requirement as part of their bachelors degree studies.
  • Both recent college graduates or experienced professionals would be well-served by the training provided in our masters program at Spalding.

Louis Green Joins UBS as a Financial Advisor in New York

Retrieved on: 
Thursday, January 21, 2021
Banking, Professional services, Finance, Finance, Money, Financial services, Investment management, Stock market, Professional certification in finance, UBS, Wealth management, Chartered, Certified Financial Planner, Financial planner, Tom Naratil

UBS Wealth Management USA announced today that Louis Green has joined the firm as a Financial Advisor in the 1285 Avenue of the Americas branch office in New York.

Key Points: 
  • UBS Wealth Management USA announced today that Louis Green has joined the firm as a Financial Advisor in the 1285 Avenue of the Americas branch office in New York.
  • Louis has spent 23 years in the wealth management industry having most recently worked as a Senior Wealth Advisor at PNC Wealth Management and as an Investment Advisor at Deutsche Bank Private Wealth Management.
  • On behalf of UBS, we enthusiastically welcome Louis to the firm, said John Decker, 1285 Avenue of the Americas Market Head at UBS Wealth Management USA.
  • He has earned the Chartered Financial Analyst, Certified Financial Planner, Certified Private Wealth Advisor and the Chartered Alternative Analyst designations.

Signature Resources Appoints Dan Denbow as an Advisor to Management and the Board of Directors

Retrieved on: 
Tuesday, January 19, 2021
Finance, Financial services, Money, Chartered Financial Analyst, Professional certification in finance, OTC Markets Group, USAA, Neeley School of Business

TORONTO, Jan. 19, 2021 (GLOBE NEWSWIRE) -- Signature Resources Ltd. (TSXV: SGU, OTCQB: SGGTF, FSE 3S3) ("Signature" or the "Company") is pleased to announce the appointment of Dan Denbow as an advisor to the Company.

Key Points: 
  • TORONTO, Jan. 19, 2021 (GLOBE NEWSWIRE) -- Signature Resources Ltd. (TSXV: SGU, OTCQB: SGGTF, FSE 3S3) ("Signature" or the "Company") is pleased to announce the appointment of Dan Denbow as an advisor to the Company.
  • Dan Denbow has spent over 28 years in the capital markets with his most recent experience associated with USAA Investment Management Company.
  • Dan holds an MBA from Texas Christian University, Neeley School of Business and is a CFA charterholder.
  • We are honoured to have such an experienced finance professional join our team as an advisor to the board of directors and management.

Foundation for Financial Planning Names New Chair, Welcomes Five New Trustees

Retrieved on: 
Thursday, January 14, 2021
Personal finance, Professional certification in finance, Certified Financial Planner Board of Standards, NAPFA

Healy is widely recognized as a leading advocate for increased diversity, equity and inclusion in the financial planning profession.

Key Points: 
  • Healy is widely recognized as a leading advocate for increased diversity, equity and inclusion in the financial planning profession.
  • Healy is also Clerk at the Invest in Others Charitable Foundation and is a founding member of CFP Board's Women's Initiative (WIN) Council.
  • Larson is also a former board member of the NAPFA Consumer Education Foundation, as well as the Maryland Chapter of the Financial Planning Association (FPA).
  • A strong advocate for creating opportunities for women and people of color in the financial planning profession, Wright is currently the special adviser on Gender Diversity for the CFP Board Center for Financial Planning.

Douglas S. King, CFP® Begins Board Chair Role on CFP Board's Board of Directors

Retrieved on: 
Tuesday, January 12, 2021
Personal finance, Professional certification in finance, Finance, Money, Economy, Certified Financial Planner Board of Standards, Certified Financial Planner, CFP, Financial planner, Professional certification

WASHINGTON, Jan. 12, 2021 /PRNewswire/ --The Certified Financial Planner Board of Standards (CFP Board) announced that Douglas S. King, CFP has assumed the role of Chair of its Board of Directors.

Key Points: 
  • WASHINGTON, Jan. 12, 2021 /PRNewswire/ --The Certified Financial Planner Board of Standards (CFP Board) announced that Douglas S. King, CFP has assumed the role of Chair of its Board of Directors.
  • King was elected by his Board of Director peers in 2019 to serve as 2020 Board Chair-elect, and on January 1, 2021, he began serving in his new Board Chair role.
  • Together, we will uphold CFP certification as the recognized standard of excellence for competent and ethical personal financial planning."
  • "A committed advocate for CFP certification, Doug is a recognized and respected leader in the financial planning profession," said CFP Board CEO Kevin R. Keller, CAE.

CFP Board Achieves Record Growth of CFP® Professionals

Retrieved on: 
Monday, January 11, 2021
Personal finance, Professional certification in finance, Certified Financial Planner Board of Standards, Certified Financial Planner, CFP

WASHINGTON, Jan. 11, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) reported strong increases in the number and the diversity of CFP professionals in 2020.

Key Points: 
  • WASHINGTON, Jan. 11, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) reported strong increases in the number and the diversity of CFP professionals in 2020.
  • The number of CFP professionals reached an all-time high of 88,726, a growth of 2.7% over 2019 numbers.
  • The number of female CFP professionals increased to an all-time high of 20,633 23.3% of all CFP professionals reflecting growth of 3.1% since 2019.
  • "The increase in the number of CFP professionals of color reflects the strong efforts by CFP Board and the Center for Financial Planning to create a more diverse and sustainable financial planning profession," added Keller.