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National Association of Personal Financial Advisors
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21	PRIMERICA FINANCIAL SERVICES Financial Advisor Sacramento, CA Advisors help their clients identify and plan for short-term and long-term goals. Helping clients plan for retirement, education expense, and general investme Add to Reading List Source URL: students.gsm.ucdavis.edu Language: English - Date: 2011-08-04 18:24:21 Business Financial adviser Money Financial Advisor Financial planner National Association of Personal Financial Advisors Finance Investment Financial economics
22	Pursuit of a Financial Advisor Field Guide THE PURSUIT BEGINS Finding qualified, independent Add to Reading List Source URL: www.napfa.org Language: English - Date: 2011-02-18 14:38:12 Financial services National Association of Personal Financial Advisors Financial adviser Registered Investment Advisor Financial planner Investment Policy Statement Independent Financial Adviser Investment Advisor Certified Financial Planner Finance Business Money
23	CFPB Logo 3-D Stacked-Short Add to Reading List Source URL: financialplanningcoalition.com Language: English - Date: 2014-10-23 15:41:16 Financial services Business Financial planner Certified Financial Planner Board of Standards Financial adviser Certified Financial Planner Financial Planning Association National Association of Personal Financial Advisors Dodd–Frank Wall Street Reform and Consumer Protection Act Professional certification in finance Finance Personal finance
24	National Association of Personal Financial Advisors Compensation and Fee Declaration The purpose of this document is to provide full and specific disclosure as to how the financial planner and the planning firm will be Add to Reading List Source URL: www.napfa.org Language: English - Date: 2015-01-21 14:29:34 Money Financial adviser National Association of Personal Financial Advisors Financial planner Annuity Fee Contingent fee Independent Financial Adviser Finance Business Law
25	Interview Questions Choosing a Financial Professional Choosing a Financial Professional web.extension.uiuc.edu/financialpro Add to Reading List Source URL: web.extension.illinois.edu Language: English - Date: 2008-10-28 10:05:56 Investment Financial planner Money Personal finance Professional certification in finance National Association of Personal Financial Advisors Certified Financial Planner Finance Business Financial adviser
26	`FOR IMMEDIATE RELEASE Contact: Rebecca Howard[removed]ext[removed]removed] NAPFA Statement on Discontinuance of 2% Exception for Members By Geoffrey Brown, CEO, National Association of Personal Financial Advi Add to Reading List Source URL: origin.library.constantcontact.com Language: English Certified Financial Planner Board of Standards Money Financial adviser Finance National Association of Personal Financial Advisors Business
27	THE SEC MUST ACT – A UNIFORM FIDUCIARY STANDARD FOR PROVIDING INVESTMENT ADVICE IS NEEDED TO PROTECT INVESTORS FROM HARM Members of “Friends of Fiduciary” Renew Call for SEC to Move Forward with a Rulemaking; Major Add to Reading List Source URL: www.napfa.org Language: English - Date: 2014-04-15 16:01:08 Investment Business Late-2000s financial crisis Financial adviser Fiduciary U.S. Securities and Exchange Commission Dodd–Frank Wall Street Reform and Consumer Protection Act National Association of Personal Financial Advisors Registered Investment Advisor Finance Law Financial economics
28	FOR IMMEDIATE RELEASE June 18, 2014 Contact: Carolyn Sofman[removed]; [removed] Add to Reading List Source URL: www.napfa.org Language: English - Date: 2014-06-20 09:33:12 Business Money National Association of Personal Financial Advisors Financial Planning Association Certified Financial Planner Board of Standards Financial adviser Financial planner Certified Financial Planner Registered Investment Advisor Personal finance Professional certification in finance Finance
29	FOR IMMEDIATE RELEASE: Jessica Weeg [removed[removed] Add to Reading List Source URL: www.napfa.org Language: English - Date: 2013-01-24 13:58:31 Economics National Association of Personal Financial Advisors Business Kiplinger Financial planner Financial adviser Financial literacy Pension Retirement Finance Personal finance Investment
30	Consumer Federation of America Fund Democracy, Inc. Certified Financial Planner Board of Standards Financial Planning Association National Association of Personal Financial Advisors Add to Reading List Source URL: www.consumerfed.org Language: English - Date: 2014-11-24 09:52:38 Business Financial services Corporate crime U.S. Securities and Exchange Commission Financial adviser Dodd–Frank Wall Street Reform and Consumer Protection Act Fiduciary Collective investment scheme Short Financial economics Finance Investment