Professional certification in finance

New at iaedp™ for 2021: Core Courses for Certification Included in Registration for 2021 Virtual Symposium

Retrieved on: 
Saturday, January 9, 2021
Professional certification, Standards, Professional certification in finance

The Core Courses may be taken to satisfy the requirements for the Educational Designation, Certification or may be taken as a refresher.

Key Points: 
  • The Core Courses may be taken to satisfy the requirements for the Educational Designation, Certification or may be taken as a refresher.
  • Each core course is presented by eating disorders professionals nationally known in the field for their treatment expertise along with a co-presenter from the iaedp certification committee.
  • Given the current coronavirus environment in the U.S., the 2021 iaedp Symposium will be provided to participants in a virtual format, which premieres on March 18 and runs through September 1.
  • Now in its 36th year, the 2021 iaedp Symposium premieres on March 18, 2021.

CFP Board Imposes an Interim Suspension on William D. King of Knoxville, Tennessee

Retrieved on: 
Wednesday, January 6, 2021
Professional certification in finance, Personal finance, Certified Financial Planner Board of Standards, Certified Financial Planner, CFP

WASHINGTON, Jan. 6, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP certification against William D. King, which was effective as of December 23, 2020.

Key Points: 
  • WASHINGTON, Jan. 6, 2021 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP certification against William D. King, which was effective as of December 23, 2020.
  • On December 23, 2020, CFP Board imposed an automatic interim suspension temporarily suspending William D. King's right to use the CFP certification marks pursuant to Article 2.1.b.
  • Under CFP Board's automatic interim suspension order, Mr. King's right to use the CFP certification marks is suspended pending CFP Board's completed investigation and possible further disciplinary proceedings.
  • An Interim Suspension Order is a temporary sanction and does not preclude CFP Board from imposing a final sanction.

HilltopSecurities Welcomes Creig Veldhuizen to Debt Capital Markets Team in Denver, Colorado

Retrieved on: 
Wednesday, January 6, 2021
Banking, Professional services, Finance, Finance, Money, Economy, Professional certification in finance, Financial services, Chartered Financial Analyst, Piper Sandler Companies, Underwriting, CFA Institute, Financial analyst, Security, Investment banking

HilltopSecurities recently welcomed Managing Director Creig Veldhuizen as an investment banker in its Debt Capital Markets division in Denver, Colorado.

Key Points: 
  • HilltopSecurities recently welcomed Managing Director Creig Veldhuizen as an investment banker in its Debt Capital Markets division in Denver, Colorado.
  • He joins HilltopSecurities from Piper Sandler, where he led growth initiatives for the companys Colorado metropolitan district municipal advisory and underwriting business.
  • A Chartered Financial Analyst charter holder, Veldhuizen is a member of the CFA Institute, CFA Society of Colorado, and the Homebuilders Association of Colorado.
  • As a full-service municipal investment bank, HilltopSecurities continues to grow our Debt Capital Markets division and were proud to welcome Creig to our team, said HilltopSecurities President and CEO Brad Winges.

Vijay Khetarpal Turns Conventional Financial Planning Approaches on Its Head With Fresh New Insights Achieving the Financial Goals of Individuals, Businesses, and Non-Profits

Retrieved on: 
Tuesday, January 5, 2021
Insurance, Finance, Consulting, Banking, Accounting, Professional services, Books, Entertainment, Professional certification in finance, Finance, Money, Personal finance, Financial services, Chartered, Certified Financial Planner, Financial adviser, CLU, Financial planner, Professional certification, Chfc

These strategies have made Mr. Khetarpal a hero to clients in 17 states and countries.

Key Points: 
  • These strategies have made Mr. Khetarpal a hero to clients in 17 states and countries.
  • Vijay Khetarpal is a licensed, registered Financial Advisor since 1983, with professional designations of Accredited Investment Fiduciary (AIF), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP).
  • Khetarpal is a recognized top professional in the global financial services industry for exceptional knowledge, client service, and ethical conduct.
  • Integrity Financial Group, LLC is a registered Financial Advisory service located at 8607 Westwood Center Drive Suite 300 Tysons Corner, VA 22182.

The Princeton Review Shares Its Company Review of 2020 and Look Ahead to 2021

Retrieved on: 
Monday, December 28, 2020
Education in the United States, Professional certification in finance, Colonial colleges, V-12 Navy College Training Program, Business, Education, Chartered Financial Analyst, Princeton University, The Princeton Review, Trademark, SAT, Princeton, New Jersey

In March The Princeton Review also debuted its YouTube video series on COVID-19's impact on school admissions and higher education.

Key Points: 
  • In March The Princeton Review also debuted its YouTube video series on COVID-19's impact on school admissions and higher education.
  • The Princeton Review content creators published several new website articles that provided updates and advice on test administration changes in 2020.
  • SAT and AP are trademarks registered by the College Board, which is not affiliated with, and does not endorse The Princeton Review.
  • CFAand Chartered Financial Analystare trademarks owned by the CFA Institute, which is not affiliated with, and does not endorse The Princeton Review.

Thinkific Crosses 100M Online Courses Taken on its Platform

Retrieved on: 
Tuesday, December 22, 2020
Software, Technology, Internet, Corporate Finance Institute, Corporate finance, Professional certification in finance, Valuation

Thinkific , the leading platform for creating, marketing and selling online courses, today announced that it has now seen more than 100 million course enrollments taken through its platform.

Key Points: 
  • Thinkific , the leading platform for creating, marketing and selling online courses, today announced that it has now seen more than 100 million course enrollments taken through its platform.
  • View the full release here: https://www.businesswire.com/news/home/20201222005599/en/
    Thinkific Crosses 100M Online Courses Taken on its Platform (Photo: Business Wire)
    The latest milestone comes at the end of an exceptional growth year for the company.
  • Thinkifics all-in-one SaaS platform now sees on average 1.5 million new courses taken every week across 190 countries.
  • Standout Thinkific customers during 2020 included Corporate Finance Institute (CFI) which crossed 3 million enrollments in its courses which provide online financial analyst certifications.

CFP Board Imposes an Interim Suspension on Daryll D. Claxton of Havertown, Pennsylvania

Retrieved on: 
Friday, December 18, 2020
Professional certification in finance, Personal finance, Finance, Money, Economy, Certified Financial Planner Board of Standards, Certified Financial Planner, CFP, Financial planner

WASHINGTON, Dec. 18, 2020 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP certification against Daryll D. Claxton, which was effective as of December 14, 2020.

Key Points: 
  • WASHINGTON, Dec. 18, 2020 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP certification against Daryll D. Claxton, which was effective as of December 14, 2020.
  • In December 2020, a Hearing Panel of the Disciplinary and Ethics Commission (Commission) issued Daryll D. Claxton (Respondent) of Havertown, Pennsylvania an interim suspension of his right to use the CFP certification marks.
  • On November 11, 2020, CFP Board Counsel submitted a Motion for Interim Suspension Order pursuant to Article 2.1.a.1.
  • of CFP Board's Procedural Rules requesting that a Hearing Panel of the Commission issue an Interim Suspension Order against Mr. Claxton.

Consumer Research Drives Relaunch of CFP Board's Financial Planning Website

Retrieved on: 
Wednesday, December 16, 2020
Personal finance, Professional certification in finance, Economy, Finance, Money, Certified Financial Planner Board of Standards, Certified Financial Planner, Financial planner, CFP, Professional certification, Financial Planning Standards Council

CFP Board partnered with Heart + Mind Strategies LLC to conduct an intensive consumer research study from June-September 2020 to inform the redesign of the website.

Key Points: 
  • CFP Board partnered with Heart + Mind Strategies LLC to conduct an intensive consumer research study from June-September 2020 to inform the redesign of the website.
  • Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP certification one of the most respected certifications in financial services so that the public has access to and benefits from competent and ethical financial planning.
  • 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.
  • Widely recognized by firms and consumer groups as the standard for financial planning, CFP certification is held by more than 87,000 people in the United States.

Alpha Cubed Investments Announces Shane Whippo, CFA Has Joined Alpha Cubed Investments as a Portfolio Associate.

Retrieved on: 
Wednesday, December 16, 2020
Finance, Money, Economy, Investment, Chartered Financial Analyst, Professional certification in finance, Registered Investment Adviser, High-net-worth individual, Portfolio

IRVINE, Calif., Dec. 16, 2020 /PRNewswire-PRWeb/ --Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high net worth individuals is pleased to announce that Shane Whippo, CFA has joined Alpha Cubed Investments as a Portfolio Associate.

Key Points: 
  • IRVINE, Calif., Dec. 16, 2020 /PRNewswire-PRWeb/ --Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high net worth individuals is pleased to announce that Shane Whippo, CFA has joined Alpha Cubed Investments as a Portfolio Associate.
  • Shane graduated Magna Cum Laude from the University of California, Irvine with a bachelor's degree in business administration and is a CFA charterholder.
  • About Alpha Cubed Investments: Alpha Cubed Investments is a Registered Investment Adviser serving clients throughout the U.S. We manage assets for high net worth individuals and institutions.
  • Alpha Cubed Investments offers custom portfolio management across the risk and return spectrum.

CFP Board, Foundation for Financial Planning Honor Utah Valley University with 2020 Pro Bono Award

Retrieved on: 
Tuesday, December 15, 2020
Personal finance, Finance, Money, Professional certification in finance, Economy, Financial advisors, Certified Financial Planner Board of Standards, Financial planners, Certified Financial Planner, Utah Valley University, Financial adviser, UTAH

WASHINGTON, Dec. 15, 2020 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Foundation for Financial Planning (FFP) today announced that Utah Valley University (UVU) was presented with the 2020 Excellence in Pro Bono Award.

Key Points: 
  • WASHINGTON, Dec. 15, 2020 /PRNewswire/ --Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Foundation for Financial Planning (FFP) today announced that Utah Valley University (UVU) was presented with the 2020 Excellence in Pro Bono Award.
  • "We congratulate Utah Valley University for its outstanding and important pro bono financial planning program to help not only those seeking financial guidance but also provide exceptional experiential teaching opportunities to students," said CFP Board CEO Kevin R. Keller, CAE.
  • "The Personal Financial Planning program at Utah Valley University is honored to receive this award," said Ryan H. Law, M.S., CFP, AFC AFCPE President, Money Management Resource Center Director and Personal Financial Planning Program Professional in Residence.
  • Utah Valley University will receive a $5,000 grant, sponsored by Dalton Education, to be used toward future pro bono activities.