Middle East Investment Summit 2017 Broadens Professional Connections

Middle East Investment Summit pic
Middle East Investment Summit
Image: terrapinn.com

An independent fee-based investment firm in Indianapolis, Indiana, Sheaff Brock Investment Advisors provides investment portfolio management services for high net worth clients. Sheaff Brock has multiple staff professionals active in the Chartered Alternative Investment Analyst (CAIA) Association, which will serve as an education partner for the Middle East Investment Summit 2017.

The summit will meet the needs of end-investors in the Middle East and enable industry professionals to connect with some of the top financial market authorities and fund managers. Activities include a variety of round table discussions, fund strategy sessions, and “1-2-1” partnering meetings that explore critical topics in the investment industry and address key challenges. Programming is also spread across three international brands, and attendees can build their professional relationships through informal networking receptions.

Attendees may choose between individual and group booking and the cost of registration includes networking activities, lunch and refreshments, a cocktail party, and passes to both days of the conference. Additionally, industry professionals can choose from a number of sponsorship packages that deliver opportunities for developing key relationships, educating investors and asset managers, and promoting their brand.

The Middle East Investment Summit 2017 will take place on May 22 and May 23 at the Ritz Carlton DIFC in Dubai.


The Road to Becoming a Certified Financial Planner (CFP)

Certified Financial Planner pic
Certified Financial Planner
Image: cfp.net

Sheaff Brock is a fee-only independent investment firm specializing in portfolio management for high net-worth individuals located in Indianapolis. There are currently five Certified Financial Planners (CFP), one CFA, and one CPA working for Sheaff Brock.

The Certified Financial Planner Board of Standards, Inc., is responsible for conferring the CFP designation. A CFP must pass a comprehensive initial exam and complete continuing education classes annually to remain certified.

Becoming a CFP demands that a candidate meets the requirements in four different areas: education, CFP exam, work experience, and ethics.

First, the candidate must hold a bachelor’s degree from a college or university accredited by the U.S. Department of Education. Secondly, the candidate must have completed the financial planning courses deemed necessary by the CFP Board. This coursework can be waived if the candidate holds other credentials such as CFA, CPA, or graduate degree in business.

The CFP exam has 170 multiple-choice questions. It is taken on a computer and lasts three days. Topics on the exam include but are not limited to financial planning, taxes, insurance, estate planning, and retirement.

The candidate must have three years of verified full-time industry experience (two years of apprenticeship is allowed under strict evaluation and requirements). In addition, the board conducts an extensive background check, and the candidate must disclose all relevant financial and professional information on a regular basis.