GS0411: Educational services, namely, offering programs and courses of study in the field of finance; educational testing services, namely, developing and administering educational professional certification tests for personal financial planners
GS0421: Development of voluntary standards for personal financial planning; testing, analysis, and evaluation of the knowledge, skills and abilities of personal financial planners to the order and specification of certification board; accreditation services, namely, developing accreditation standards for personal financial planning organizations and financial institutions to the order and specification of others; testing, analysis and evaluation of personal financial planning service providers to determine conformity with established accreditation standards
Case File Event Statements
2/7/2023 - 2 years ago
29 - ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPONDType:MAB2
2/7/2023 - 2 years ago
28 - ABANDONMENT NOTICE MAILED - FAILURE TO RESPONDType:MAB2
2/7/2023 - 2 years ago
27 - ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSEType:ABN2
9/16/2022 - 2 years ago
26 - WITHDRAWAL OF ATTORNEY GRANTEDType:WOAG
9/16/2022 - 2 years ago
25 - TEAS WITHDRAWAL OF ATTORNEY RECEIVEDType:WOAR