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  2. Principal Financial Group - Wikipedia

    en.wikipedia.org/wiki/Principal_Financial_Group

    US$ 16.125 Billion (Fiscal Year Ended December 31, 2021) [1] Number of employees. ~18,600 (As of December 31, 2022) [1] Subsidiaries. Principal Mutual Fund. Website. principal .com. Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, U.S.

  3. Certified Financial Planner Board of Standards - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial...

    Certified Financial Planner Board of Standards, Inc., is an American 501(c)(6) nonprofit organization that sets and upholds standards for financial planning. It administers Certified Financial Planner certification - which is widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical ...

  4. How Principal Financial’s CIO tackles the tech debt problem ...

    www.aol.com/finance/principal-financial-cio...

    The 145-year-old insurance company has needed a lot of tech investment lately to tear down the walls between its many business units.

  5. Chartered Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Planner

    The Chartered Financial Planner is a qualification for professional financial planners and financial advisers awarded by the Chartered Insurance Institute.. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom, it is a widely accepted 'gold standard' within the profession.

  6. Your Guide to Free CFP Ethics CE Courses - AOL

    www.aol.com/finance/guide-free-cfp-ethics-ce...

    Your Guide to Free CFP Ethics CE Courses. Rebecca Lake. October 2, 2023 at 8:08 AM. Financial advisors completing their ethics continuing education course. Certified financial planners are subject ...

  7. Financial Industry Regulatory Authority - Wikipedia

    en.wikipedia.org/wiki/Financial_Industry...

    The Financial Industry Regulatory Authority is the largest independent regulator for all securities firms doing business in the United States. FINRA's mission is to protect investors by making sure the United States securities industry operates fairly and honestly. As of October 2023, FINRA oversaw 3,394 brokerage firms, 149,887 branch offices ...

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