EL

Erin Lewis

Chief Operating Officer

Financial Planning Standards Board Ltd.

Boulder, Colorado


Contact Information

Email
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Company Information

Company
Financial Planning Standards Board Ltd.
Industry
financial services
Employees
61.0
Seniority
C suite
Annual Revenue
31435000.0

Technologies

Cloudflare DNS Sendgrid Constant Contact Outlook CloudFlare Hosting Microsoft Office 365 Gravity Forms Shutterstock Google Maps Facebook Login (Connect) Facebook Custom Audiences Google Font API Google Maps (Non Paid Users) Mobile Friendly Google Analytics reCAPTCHA Stripe Linkedin Marketing Solutions Google Tag Manager Woo Commerce Apache YouTube Bootstrap Framework Facebook Widget Manticore WordPress.org

Keywords

cfp certification financial planning standards creation curriculum development direct certification thought leadership financial literacy certified financial planner professional standards fiduciary standard financial advice financial capability global network professional ethics consumer protection financial planning profession standards development knowledge sharing financial planners financial planning education public awareness advocacy resources financial planning certification investment advisor financial planning association financial planning body market integrity client duty of care collaborative regulation certification requirements global excellence financial planning guidelines financial planning strategy fpsb affiliates professional organization financial literacy initiatives financial planning tools professional development financial planning community financial planning frameworks financial futures ce credits advocate financial interests ethical standards financial planning practices financial advisor roles financial regulations financial planning trends consumer confidence financial education programs global financial education financial planning policies global standards certification programs competency client relationships financial analysis investment strategies international network research guidelines nonprofit organization professional excellence educational pathways diversity & inclusion civic & social services regulatory compliance best practices global footprint stakeholder engagement

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