exclusiveadvisors.com
Exclusive Advisors | Sievert | Lewandoski | Farmer | Atlee | Jacksonville, Florida
http://www.exclusiveadvisors.com/Wealth-Management-About-Us-Jacksonville-FL.html
Toll Free (877) 627-4218. Visit $ymbil, our exclusive online investment site for clients that don't meet our accredited investor minimums. Michael J. Sievert, CFP. Mike Sievert is a CERTIFIED FINANCIAL PLANNER™ professional with over 24 years of financial planning experience. He is the President and Founder of. Stanley Lewandoski II, RFC. Stan Lewandoski brings over 16 years of financial planning experience to EXCLUSIVE. With a desire to have greater interaction while helping clients achieve their financ...
cffpinfo.com
Master of Science in Finance Degree
http://www.cffpinfo.com/masters-degree-programs/ms-finance-degree
CFP Board Code of Ethics Requirement. Accredited Asset Management Specialist. Accredited Portfolio Management Advisor. Accredited Wealth Management Advisor. Chartered Mutual Fund Counselor. Chartered Retirement Planning Counselor. Chartered Retirement Plans Specialist. Life Underwriter Training Council Fellow. Foundations in Financial Planning Program. Leading to the RP Designation. For Professional Designation Programs. MS in Personal Financial Planning Degree. MS in Finance Degree. Series 6 & 63. The C...
cffpinfo.com
CFP Coursework | College for Financial Planning
http://www.cffpinfo.com/cfp/cfp-coursework
CFP Board Code of Ethics Requirement. Accredited Asset Management Specialist. Accredited Portfolio Management Advisor. Accredited Wealth Management Advisor. Chartered Mutual Fund Counselor. Chartered Retirement Planning Counselor. Chartered Retirement Plans Specialist. Life Underwriter Training Council Fellow. Foundations in Financial Planning Program. Leading to the RP Designation. For Professional Designation Programs. MS in Personal Financial Planning Degree. MS in Finance Degree. Series 6 & 63. Gradu...
cffpinfo.com
Accredited Asset Management Specialist℠ or AAMS®
http://www.cffpinfo.com/aams
CFP Board Code of Ethics Requirement. Accredited Asset Management Specialist. Accredited Portfolio Management Advisor. Accredited Wealth Management Advisor. Chartered Mutual Fund Counselor. Chartered Retirement Planning Counselor. Chartered Retirement Plans Specialist. Life Underwriter Training Council Fellow. Foundations in Financial Planning Program. Leading to the RP Designation. For Professional Designation Programs. MS in Personal Financial Planning Degree. MS in Finance Degree. Series 6 & 63. Progr...
cffpinfo.com
The Chartered Mutual Fund Counselor℠ or CMFC®
http://www.cffpinfo.com/cmfc
CFP Board Code of Ethics Requirement. Accredited Asset Management Specialist. Accredited Portfolio Management Advisor. Accredited Wealth Management Advisor. Chartered Mutual Fund Counselor. Chartered Retirement Planning Counselor. Chartered Retirement Plans Specialist. Life Underwriter Training Council Fellow. Foundations in Financial Planning Program. Leading to the RP Designation. For Professional Designation Programs. MS in Personal Financial Planning Degree. MS in Finance Degree. Series 6 & 63. Progr...
cffpinfo.com
Accredited Wealth Management Advisor℠ or AWMA®
http://www.cffpinfo.com/awma
CFP Board Code of Ethics Requirement. Accredited Asset Management Specialist. Accredited Portfolio Management Advisor. Accredited Wealth Management Advisor. Chartered Mutual Fund Counselor. Chartered Retirement Planning Counselor. Chartered Retirement Plans Specialist. Life Underwriter Training Council Fellow. Foundations in Financial Planning Program. Leading to the RP Designation. For Professional Designation Programs. MS in Personal Financial Planning Degree. MS in Finance Degree. Series 6 & 63. If yo...
cffpinfo.com
College for Financial Planning - Master of Science Programs
http://www.cffpinfo.com/graduate-programs
CFP Board Code of Ethics Requirement. Accredited Asset Management Specialist. Accredited Portfolio Management Advisor. Accredited Wealth Management Advisor. Chartered Mutual Fund Counselor. Chartered Retirement Planning Counselor. Chartered Retirement Plans Specialist. Life Underwriter Training Council Fellow. Foundations in Financial Planning Program. Leading to the RP Designation. For Professional Designation Programs. MS in Personal Financial Planning Degree. MS in Finance Degree. Series 6 & 63. Discu...
cffpinfo.com
CFP Coursework | College for Financial Planning
http://www.cffpinfo.com/cfp
CFP Board Code of Ethics Requirement. Accredited Asset Management Specialist. Accredited Portfolio Management Advisor. Accredited Wealth Management Advisor. Chartered Mutual Fund Counselor. Chartered Retirement Planning Counselor. Chartered Retirement Plans Specialist. Life Underwriter Training Council Fellow. Foundations in Financial Planning Program. Leading to the RP Designation. For Professional Designation Programs. MS in Personal Financial Planning Degree. MS in Finance Degree. Series 6 & 63. The n...
cffpalum.org
Alumni Association - CE OneSource® and Packages
http://www.cffpalum.org/CePackage
The College for Financial Planning prides itself in providing the highest quality Continuing Education (CE) Courses, with over 100 topics ranging from ethics, fundamentals in financial planning, insurance, investments, tax, retirement and estate planning. CE Courses range from 1 to 4 hours of credit with online testing, instant grading and electronic reporting of CE credit to the CFP Board. These courses are also applicable towards the College's designation CE requirements. Chartered Mutual Fund Counselor.
cffpalum.org
Alumni Association - General CE Information
http://www.cffpalum.org/Info/ContinuingEducation
Online CE Courses, Packages and Subscriptions. Payments and fees for CE Courses, packages and subscriptions are nonrefundable. Students have one year from the purchase date to successfully complete the courses. You must achieve a score of 70% or higher (80% for CFP Board's Code of Ethics course) on the end-of-course assessment to successfully pass the course. You have two attempts to pass the final exam. If the second testing attempt is unsuccessful, you will need to repurchase the course. All of the Col...