Skip to main content
  • Subscribe
  • Register
  • Sign in
  • Membership
  • Events
  • Knowledge Center
  • About
  • Subscribe
  • Register
  • Sign in
  • Add
  • Holly Deaton
    Dan Moisand Takes the Reins as Chair of the CFP Board
    He will head the organization in charge of the most popular certification for financial advisors as it launches a first-ever comprehensive review of its competency standards.
    Holly Deaton January 10, 2023

    Contact Info

    New York
    1270 Avenue of the Americas, Suite 1100
    New York, NY 10020
    P: +1 212 224 3300

    London
    4 Bouverie Street
    London EC4Y 8AX
    P: +44 207 779 8888

    Hong Kong
    Unit 2488, 24/F
    Lee Garden One,
    33 Hysan Avenue
    Causeway Bay, Hong Kong
    P: +852 2912 8001

    Corporate

    About Us

    Leadership Team

    Careers

    II Press Room

    Digital

    Masthead

    Thought Leadership

    Display Advertising

    Reprints

    FAQs

    Events

    Events Calendar

    Memberships

    Subscription

    Subscribe to Premium

    Register

    Register for Free Account

    Newsletters

    Sign up for II newsletters

    © 2025 Institutional Investor LLC. All material subject to strictly enforced copyright laws. Please read our Terms & Conditions, Modern Slavery Act Transparency Statement, Accessibility Statement and Privacy Policy before using the site.

    LinkedIn
    X
    Bluesky

    4.15.05 build:2026-02-06   Login