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  2. Leo Tilman - Wikipedia

    en.wikipedia.org/wiki/Leo_Tilman

    Leo M. Tilman (born 1971) is an American financier, author, and a leading authority on strategy, risk intelligence, and finance. He is a long-time advisor to companies, governments, and investors around the world who currently serves as CEO of Tilman & Company, a global strategic advisory firm. Tilman was formerly an executive at BlackRock, [1 ...

  3. Susan Langley - Wikipedia

    en.wikipedia.org/wiki/Susan_Langley

    Website. www.ajg.com. Dame Susan Carol Langley DBE ( née Walford; born 2 July 1963), is a British insurance and risk manager, who since 2015 chairs Arthur J Gallagher Holdings (UK) Ltd. [1] Elected since 2018 as Alderwoman for Aldgate Ward, on 28 September 2023, Dame Susan became Aldermanic Sheriff of London for 2023/24. [2]

  4. National Association of Personal Financial Advisors - Wikipedia

    en.wikipedia.org/wiki/National_association_of...

    napfa .org. National Association of Personal Financial Advisors ( NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes ...

  5. 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 ...

  6. 10 Best Brokerage Accounts and Online Trading Platforms ... - AOL

    www.aol.com/finance/10-best-brokerage-accounts...

    Access to financial advisors and other products beyond online trading. ... Merrill Edge is the online brokerage side of venerable Merrill Lynch, now a Bank of America company. ... No professional ...

  7. Do Financial Advisors Need to Work With a Coach? - AOL

    www.aol.com/finance/financial-advisors-coach...

    November 27, 2023 at 9:57 AM. Financial advisors working with a coach. Achieving your goals as a financial advisor may be easier when you have someone to guide you along the path. That's where ...

  8. 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 ...

  9. International Association of Financial Executives Institutes

    en.wikipedia.org/wiki/International_Association...

    The International Association of Financial Executives Institutes ( IAFEI) is the premier global society of financial executives. Founded in 1969, it connects financial executives around the world with a global membership of more than 15,000 senior level finance executives, mainly chief financial officers across 18 national institutes.