ABFP ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL
Filed: September 20, 2019
Educational services, namely, providing courses, seminars and workshops in the field of behavioral finance in the areas…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 88624413
ABFP
Filed: September 24, 2019
Educational services, namely, providing courses, seminars and workshops in the field of behavioral finance in the areas…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 88628541
ABFP
Filed: September 25, 2019
Providing financial services with respect to financial planning process, goal setting, asset management, risk management…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 88630135
WMS WEALTH MANAGEMENT SPECIALIST
Filed: October 2, 2020
Educational services, namely, providing courses, seminars, and workshops in the field of wealth management and financial…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 90231960
SE-AWMA SPORTS & ENTERTAINMENT ACCREDITED WEALTH MANAGEMENT ADVISOR
Filed: January 14, 2021
Educational services, namely, providing courses in the fields of finance in the sports and entertainment industry and financial…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 90466421
SE-AWMA
Filed: February 17, 2021
educational services, namely, providing courses in the fields of finance in the sports and entertainment industry and financial…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 90531793
SE-AWMA
Filed: February 17, 2021
providing services in the fields of finance in the sports and entertainment industry and financial planning in the areas…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 90532063
SE-AWMA
Filed: March 1, 2022
Providing financial services in the nature of financing services in the sports and entertainment industry and financial…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 97289131
AAMS
Filed: October 25, 2023
Providing services in the fields of finance and financial planning in the areas of asset management, investment performance…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 98239959
ADPA
Filed: October 25, 2023
Providing services in the fields of finance and financial planning in the areas of wealth transfers, federal taxation, investments…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 98239961
APMA
Filed: October 25, 2023
Providing services in the fields of finance and financial planning in the areas of investment risk and return analysis,…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 98239965
AWMA
Filed: October 25, 2023
Providing services in the fields of finance and financial planning in the areas of wealth management, behavioral finance…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 98240087
QPFE QUALIFIED PERSONAL FINANCE EDUCATOR
Filed: January 26, 2024
Educational services, namely, providing courses, seminars, and non-downloadable webinars in the field of financial literacy…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 98377441
QPFE
Filed: January 26, 2024
Educational services, namely, providing courses, seminars, and non-downloadable webinars in the field of financial literacy…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 98378063
QPFE
Filed: February 2, 2024
Providing educational services for high school students in the field of financial literacy in the areas of personal finance…
Owned by: The College for Financial Planning Institutes Corporation
Serial Number: 98388097
