Posts Tagged ‘Certified’

Jeff Rose, Certified Financial Planner in Illinois


Jeff Rose, Certified Financial Planner in Illinois discusses how to do a background check on your financial advisor on WSIL TV-3

Jacob Gold, Certified Financial Planner on CNBC


Jacob Gold talks of the global economy and how it affects individuals and corporations. August 21, 2007. Comments and recommendations today would differ from the recorded interviews.

ista North America Builds Energy Management Expertise With New Certified Energy Managers(R)

ista North America Builds Energy Management Expertise With New Certified Energy Managers(R)
Two team members of ista North America, one of the world’s largest providers of submetering, utility expense management and retail energy services, have achieved the prestigious designation of Certified Energy Manager (CEM®), one of the highest achievements in the field of Energy Management Services (EMS). read more

Read more on SYS-CON Media

Roy Wasson Certified Financial Planner ™


To enable clients to pursue their short, mid, and long term financial goals through fact finding talks which lead to the development, implementation, and periodic review of a realistic, personalized financial action plan. Contact Information: Roy Wasson, CFP® Office: 1 (239) 277-1999 Fax: 1 (239) 277-5799 13730 Cypress Terrace Circle Suite #402 Fort Myers, Fl 33907 www.FINRA.org www.SIPC.com

Certified Financial Planner™ exam requirements


College of Charleston student Katie Dangerfield explains the education requirements for taking the Certified Financial Planner™ examination.

How to become Certified Financial Planner?

I want to be a Certified Financial Planner, however I check online with organization who gives you the certificate and they require at least 3 years of experience. Now this is where it get’s tricky, how do I get experience with out having the certificate? Can anybody help?

How effective is the course Certified Financial Planner?

Can Certified Financial Planner course be taken up after graduation?How good are its perspectives?

What should a Certified Financial Planner do, other than working for a big wirehouse? These are hard times. ?

For years I have been fair and honest with my clients and kept a clean book. The current financial environment and scandals make it very hard for me to continue my business. What else should I do as a Certified Financial Planner job wise. Your sincere suggestions are appreciated.

Do you have to live in a large city to be a Certified Financial Planner?

I live in a small town in Tennessee. Would I need to travel to a larger town like Chattanooga to get work? Is there a difference between a Financial Planner and a Financial Advisor? Are you selling insurance in this profession? What is the pay like?

Tracey Baker, a Certified Financial Planner, from FPA.

Archives