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  2. Venable LLP - Wikipedia

    en.wikipedia.org/wiki/Venable_LLP

    Venable LLP is an American law firm headquartered in Washington, D.C. It is the largest law firm in the state of Maryland. Founded in 1900 by Richard Venable in Baltimore, Venable operates 13 offices across the United States and employs about 850 professionals specializing in regulatory, litigation, corporate, and investigations matters.

  3. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    The International Certificate in Corporate Finance (ICCF) [27] is a professional designation for employees in corporate finance, covering financial analysis, valuation and decision making. The program comprises three 6-week online courses, three major cases studies, and a 2 hour final exam.

  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. Do I need a financial advisor? When you should consider ... - AOL

    www.aol.com/finance/financial-advisor-consider...

    Financial professionals can be paid in a few different ways: fee-only, commission-based or a mix of both. A fee-only financial advisor means you pay someone for services rendered and they aren’t ...

  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. What Are Variable Annuities and Who Can Sell Them? - AOL

    www.aol.com/variable-annuities-sell-them...

    Unlike fixed and indexed annuities, variable annuities allow investors to choose investments and bear the risks associated with those investments. Essentially, they offer more potential for growth ...

  8. Certified Treasury Professional - Wikipedia

    en.wikipedia.org/.../Certified_Treasury_Professional

    The Certified Treasury Professional ( CTP) is a certification awarded by the Association for Financial Professionals (AFP) of Bethesda, Maryland to individuals who meet eligibility criteria and demonstrate current competency standards measured through the CTP examination. More than 30,000 individuals have earned the credential.

  9. Roth IRA conversion: Here’s everything you need to know ...

    www.aol.com/finance/roth-ira-conversion...

    Reach out to both the new and old financial institutions to see what they need to make the conversion to the new account. This step may be easier if you’re simply opening a new account at the ...