| AAMS The College for Financial Planning Institutes Corporation
98239959 25 Oct 2023 | on 24 Sep 2024
| Providing services in the fields of finance and financial planning in ... Class B Class B Services conforming to accreditation standard(s) Providing services in the fields of finance and financial planning in the areas of asset management, investment performance, asset allocation and selection, investment strategies, portfolio management, deferred compensation and benefits, insurance, taxation, retirement, and estate planning | | | AWMA The College for Financial Planning Institutes Corporation
98240087 25 Oct 2023 | on 24 Sep 2024
| Providing services in the fields of finance and financial planning in ... Class B Class B Services conforming to accreditation standard(s) Providing services in the fields of finance and financial planning in the areas of wealth management, behavioral finance, investment risk, return and performance, investment products and strategies, income tax strategies, executive benefits planning, estate planning, portfolio management, fiduciary and regulatory issues, investment planning, tax planning, and succession planning for high-net-worth clients | | | ADPA The College for Financial Planning Institutes Corporation
98239961 25 Oct 2023 | on 24 Sep 2024
| Providing services in the fields of finance and financial planning in ... Class B Class B Services conforming to accreditation standard(s) Providing services in the fields of finance and financial planning in the areas of wealth transfers, federal taxation, investments, retirement planning, medical and end of life planning, behavioral finance, portfolio management, partner benefits, and qualitative planning for domestic partnerships | | | APMA The College for Financial Planning Institutes Corporation
98239965 25 Oct 2023 | on 24 Sep 2024
| Providing services in the fields of finance and financial planning in ... Class B Class B Services conforming to accreditation standard(s) Providing services in the fields of finance and financial planning in the areas of investment risk and return analysis, investment strategies, mutual funds and pooled investments, equity performance evaluations, portfolio management, taxation of investments, debt and fixed income valuation and analysis, behavioral finance, asset allocation, and retirement planning | | | MPAS MASTER PLANNER ADVANCED STUDIES THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATION
85604425 20 Apr 2012 | on 02 Apr 2024
| educational services, namely, post-secondary courses in the fields of ... Class 041 Class 041 Education and Entertainment Services educational services, namely, post-secondary courses in the fields of finance and financial planning, risk management, investments, financial portfolio management, taxation, retirement planning and estate planning | | | SE-AWMA The College for Financial Planning Institutes Corporation
97289131 01 Mar 2022 | on 05 Dec 2023
| Providing financial services in the nature of financing services in th... Class B Class B Services conforming to accreditation standard(s) The certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to services in the field of finance and financial planning, which includes asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier. | | | MPAS THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATION
85603912 20 Apr 2012 | on 25 Oct 2023
| Educational services, namely, post-secondary courses in the fields of ... Class 041 Class 041 Education and Entertainment Services Educational services, namely, post-secondary courses in the fields of finance and financial planning, risk management, investments, financial portfolio management, taxation, retirement planning and estate planning | | | CE ONESOURCE THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATION
75284830 01 May 1997 | on 15 Oct 2023
| educational services, namely conducting courses, seminars, lectures an... Class 041 Class 041 Education and Entertainment Services "CE" | | | SE-AWMA The College for Financial Planning Institutes Corporation
90531793 17 Feb 2021 | on 07 Jun 2022
| educational services, namely, providing courses in the fields of finan... Class 041 Class 041 Education and Entertainment Services educational services, namely, providing courses in the fields of finance in the sports and entertainment industry and financial planning in the areas of asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement in the sports and entertainment industry | | | SE-AWMA SPORTS & ENTERTAINMENT ACCREDITED WEALTH MANAGEMENT ADVISOR The College for Financial Planning Institutes Corporation
90466421 14 Jan 2021 | on 24 May 2022
| Educational services, namely, providing courses in the fields of finan... Class 041 Class 041 Education and Entertainment Services Educational services, namely, providing courses in the fields of finance in the sports and entertainment industry and financial planning in the areas of asset management, asset allocation, asset selection, investment performance and strategies, taxation of investment products, and retirement in the sports and entertainment industry | |