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2. California Department of Financial Protection and Innovation

   en.wikipedia.org/wiki/California_Department_of...

   The California Consumer Financial Protection Law (CCFPL) gave the DFPI expanded enforcement powers to protect California consumers from unfair, deceptive, or abusive practices committed by unlicensed financial services or products; COVID-19 pandemic-inspired scams; and a regulatory retreat by some federal agencies, most notably the Consumer ...

3. This Is How Financial Advisors Get New Clients in 2023 - AOL

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

   The post Best Referral Sources for Financial Advisors (2023) appeared first on SmartReads by SmartAsset. This Is How Financial Advisors Get New Clients in 2023 Skip to main content

4. How Financial Advisors Can Develop a New Service Offering - AOL

   www.aol.com/financial-advisors-develop-offering...

   Planning and research lie at the heart of how to develop a new service offering. If you’re unsure where to start, consider asking for help. A business development consultant can help you ...

5. Why Most Financial Advisors Are Doing More Client Outreach - AOL

   www.aol.com/why-most-financial-advisors-doing...

   Like most client-facing businesses, financial advisory firms tend to have a strong focus on marketing. Those promotional strategies often serve to both engage current clients and expand their ...

6. Certified Financial Planner Board of Standards - Wikipedia

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

   CFP Board Center for Financial Planning's mission is to advance competent and ethical financial planning and expand CFP professional diversity for the benefit of the public. [9] CFP Board Center for Financial Planning develops and implements programs and initiatives in three priority areas: [10]

7. UCLA Anderson School of Management - Wikipedia

   en.wikipedia.org/wiki/UCLA_Anderson_School_of...

   The John E. Anderson Graduate School of Management [1] (branded as UCLA Anderson) is the graduate business school at the University of California, Los Angeles.The school offers MBA (full-time, part-time, executive), Post Graduate Program for Executives (PGPX), Financial Engineering, Business Analytics, and PhD degrees.