- Education
- Training and Education
Sites
- This section provides you with links to
education materials for the financial professional. The sites offer
programs for professional designations, certifications, licenses and
continuing education requirements.
-
- AAA Learning - Stock
broker and futures broker training. Become a CFP®, continuing education and
insurance training free CFP® ethics course online. Series 3 series 7 Internet
training and computer training available! jobs employment free placement.
Broker jobs trading jobs stock broker training education jobs. NASD Courses.
- AIMR - CFA Program -
An international organization offering CFA exam
preparation through workshops, seminars, study guides and program
viewbooks.
- The American College - An independent,
accredited, nonprofit educational institution that provides graduate and
professional education, primarily on a distance self-study basis, to
individuals in the field of financial services and insurance.
- American Investment Training - Series 7
exam training and all NASD examination license training. AIT specializes in
Series 7 stockbroker test training. Our school offers all NASD exam home study
courses and training classes. We offer free broker career
assistance
- College for Financial Planning - Provider of
financial education, with programs leading to the Certified Financial Planner
designation, and many others.
- CFA Exam Study Tools from Allen
Resources - Chartered Financial Analyst Exam preparation by Allen
Resources, providing software, video tapes, audio tapes, written study guides,
flash cards and books for the CFA exam
- CFA Review Program - Prepare for the CFA exam
level I,II and III with an AIMR approved review program. Live lectures on the
common body of knowledge.
- Harrington Education Center - A
financial services school. Provides pre-licensing and continuing education for
the finance and insurance industry.
- JKE CFA Exam Reviews - Provides exam review
materials and courses for the CFA exam prepared by CFA Charterholders.
- Kaplan CPA Exam Review Course -
Offers online and live courses to prepare for the CPA exam.
- National Association of Investment
Professionals- The National Association of Investment Professionals is a
not-for-profit membership organization. NAIP’s mission is to provide
practical, timely, and top-quality services and educational materials to our
members that will enhance their image, promote their interests with
regulators, help grow their business, and make them more competent to serve
the investing public. Their philosophy is that investment professionals are an
important part of investment planning and execution
- National Tax Training School - Federal
Income Tax Courses, nationally accredited and highly successful home-study
training programs and Continuing Professional Education CPE
Courses.
- New York Institute of Finance - We proudly
announce comprehensive offerings of banking programs designed for commercial
bankers and other financial services professionals.
- Rigos Professional Education Programs -
Offers live review courses for the CPA, CMA and CFM exams. Material also
available in self-study format.
-
-
- Sedona Institute - Securities encyclopedia
and courseware CD for Windows 95/98/NT. Covers securities, NASD Series,
insurance, real estate
- Securities Training Network -
Examination preparation for the securities industry
- Synerex. Inc. - Online continuing
education program for the securities industry.
- Business Newsletters
- Private
Labeled Newsletters
- The following companies produce
newsletters that can be “private labeled” for investment executives to mail to
their customers to give them advice and information about investing,
budgeting, managing money and planning for retirement.
-
- ICGNews.com - newsletters that are private
labeled and sold to brokers to distribute to clients.
-
- Business Magazines and
Journals
- Periodicals Offered Online
-
- This section is provided to help you gain easy access
to the many publications involved in the world of business and investing. The sites offer contact and
subscription information. Many of them also have searchable databases into their
current and archived
material.
-
- Asset Finance
International - The only leasing and securitization magazine in the world.
- Bank
Investment Marketing - Insights and analysis for Bank Securities and
Insurance professionals.
- Barrons - Dow
Jones weekly print publication is online here. Premier publication for long
term investors in larger firms and funds.
- BusinessWeek.com
- The world's most widely read business publication
- Buyside.com - A
comprehensive site for the institutional and savvy investor.
- Economist - An
authoritative British weekly magazine covering politics, economics and
international affairs.
- Financial
Times - World business newspaper.
- Financial
Planning Magazine - With a
circulation of over 100,000, Financial Planning magazine is the premier news
and advertising publication in the financial planning community.
- Forbes.com -
Forbes magazine online.
- Fortune.com -
Biweekly magazine and home of the Fortune 500. Business, investment, career,
management and small business information.
- Global
Telecoms Business - Wireless and Internet interviews and articles.
- Harvard Business Review -
Brings its readers original research and firsthand perspectives from leading
business thinkers around the world.
- INC. com - Offers
resources for small and start-up Internet business entrepreneurs including
online buying and selling advice, marketing and advertising tips and tools, as
well as customer service and public relations information.
- Individual
Investor Online - Financial research and small cap stock analysis for
personal portfolio management.
- Insurance &
Technology - Magazine providing insight into insurance & technology.
- Institutional
Investor - Institutional Investor is required reading for the top
decision-makers in the worlds leading financial institutions.
- Investment Advisor
- Dow Jones publication for investment advisors.
- Journal of
Derivatives - Offers the latest derivative innovations bridging the gap
between academic theory and practical application.
- Kiplinger -
Investing, personal finance, calculators and financial advice.
- Money.com - Full of
information from Money magazine as well as financial calculators and plenty of
financial links and reference information.
- Online
Investor Magazine - The investing search engine.
- Project Finance
Magazine - Provides strategic information, news, forecasts, and trend
analysis on the project finance markets.
- RedHerring.com -
One of the main tech/ investor publications for entrepreneurs and the venture
capital community in Silicon Valley.
- Registered
Representative - The site
contains industry news, discussion forums, and how to information for
financial professionals.
- Research
Magazine - All a broker needs to succeed.
- SmartMoney -
SmartMoney has daily stock and mutual fund recommendations, hourly market
updates, personal finance investing research tools and advice, and
up-to-the-minute stock and mutual fund quotes and charts.
- Technology
Review - MIT's magazine of innovation.
- Upside.com -
Technology business news, analysis and research.
- Wall Street Journal -
Dow Jones online version of Wall Street Journal.
- Wall Street
&Technology - Information Technology for the securities and investment
markets.
- Worth.com -
Provides expert views on money, markets, and the culture of finance with tips
and tools to grow money.
- Full Service Broker/Dealers
- Multiple Service Investment Companies
-
- This section provides you with links to the websites of
full service brokerage firms offering a wide array of investment
banking,
- securities trading and research services.
-
- A. G. Edwards & Sons - Full service
brokerage firm with a reputation for individual flexibility and a hundred
years of service.
- Banc of America
Securities - A full service investment bank and brokerage firm. The
company provides research, sales and trading in equity and fixed income
markets and other advisory and corporate finance services.
- Bear Stearns
- A worldwide investment banking and securities trading and brokerage firm.
- Credit Suisse First
Boston - A full service brokerage and investment firm.
- D.A. Davidson &
Company - Offers full service investment management with offices in
Montana, Wyoming, Idaho, Utah, Washington and Oregon.
- Deutsche Bank
Alex Brown - Investment banking and brokerage services.
- Donaldson,
Lufkin & Jenrette - Value added and customized solutions for
individuals and institutional investors around the globe.
- Edward Jones
- Offers individualized service with risk level based on each person's needs
and goals. Serving the United States, Canada, and the United Kingdom.
- Ferris, Baker &
Watts - The largest full-service investment banking firm headquartered in
Washington, DC.
- First Albany
Corp. - A full service bank providing personal and business banking from
branches throughout New York and beyond.
- First Security Van
Kasper - Through its banking and nonbank operations, First Security
provides a wide range of financial services.
- Frank Russell
Company - Offers investment planning services and diversified funds to
individual and institutional investors in more than 30 countries.
- Goldman Sachs -
Investment banking.
- Gruntal & Co.
- Full-service investment advice and services firm.
- Hambrecht
& Quist - An investment banking firm focused on growth companies and
growth investors.
- HD Brous &
Co. - Is a member of NYSE, NASD, MSRB and SIPC.
- Herzog Heine
Geduld - Provides full-service brokerage services to individual investors,
accommodating all investment objectives for personal, business and retirement
accounts.
- Hilliard Lyons -
A broker-dealer among the larger entities in the financial services industry.
- Janney Montgomery
Scott - The Janney Montgomery Scott Website contains information about
their firm, as well as useful information concerning various topics in the
financial world.
- Jefferies &
Company - An institutional brokerage and investment bank for middle market
growth companies.
- Joseph Charles
& Associates - A full service investment banking and securities
brokerage.
- Legg Mason -
Advising investors for over a century.
- Lehman Brothers -
Investment bank and brokerage house.
- Merrill Lynch - A
leading global financial management and advisory company.
- M.H. Meyerson
& Company - A full service brokerage and investment firm.
- Morgan Stanley Dean
Witter - Global financial services firm and a market leader in securities,
asset management and credit services.
- Paine
Webber - Full-service securities firm. The EDGE is their new online
section.
- Parker/Hunter - Their mission is to
help individuals, institutions and corporations identify financial
opportunities, meet their financial needs and attain their financial
objectives by providing professional and appropriate advice, investments and
service.
- Prudential
Securities - Offers a wide variety of investing information, including
daily market commentaries.
- Raymond James &
Associates - Providing individual investors, corporations and
municipalities with investment, financial planning, investment banking, asset
management, banking and trust services.
- Robert W. Baird &
Co. - Investment banking professionals.
- Robertson Stephens -
An international investment banking and investment management firm
specializing in growth companies.
- Salomon Smith
Barney - Brokerage and investment firm.
- Scott &
Stringfellow - a full service regional brokerage and investment firm.
- SG Cowen - The U.S.
broker-dealer subsidiary of SG providing securities and investment banking
services.
- Sutro & Co. -
Divisions include a Private Client group, a Equity Capital Markets group, and
a Fixed Income Group focused on servicing Corporate and Individual clients on
the west coast.
- Tucker
Anthony - Offers quotes, news, charts, helpful investment information,
financial planning, calculators, and account access for Tucker Anthony
clients.
- US Bancorp Piper
Jaffray - Provides a full range of investment products and services to
individual, institutions and businesses.
- Volpe Brown
Whelan & Co. - An SF-Based investment banking firm dedicated to
serving leading growth companies in the areas of health care and technology.
- William Blair &
Company - Focus on early-stage venture capital, growth equity, and
leveraged equity recapitalizations and management buyouts across a broad range
of industries.
- Financial Professionals
- Resources
for the Financial Professional
-
- This section provides you with links to a wide array of information for the financial
professional. You will find helpful information on education,
- professional designations and certifications, taxation,
estates, appraisals, investments, the law and much more. This
the one-stop link for all of your professional service needs.
-
- Advisor
Works - A password-protected web site open only to Professional Investment
Advisors. Our goal is to create a mutually beneficial environment for
colleagues in order to support members in their practices and foster a higher
standard of professionalism.
- Alternative Investment
Management Association - A forum for managed futures, hedge funds, and
currency management.
- American Arbitration
Association - Dispute resolution services worldwide.
- The American
College - An independent, accredited, nonprofit educational institution
that provides graduate and professional education, primarily on a distance
self-study basis, to individuals seeking career growth in the field of
financial services and insurance.
- American Association of
Individual Investors - Specializes in providing education in the area of
stock investing, mutual funds, portfolio management and retirement planning.
- American Bar
Association - The ABA's Lawlink, a legal research jump station.
- American Institute of
CPAs - With over 330,000 members, the AICPA is the premier national
professional association for CPA's in the United States.
- American Savings
Education Council - Their goal is to make saving and planning a vital
concern of Americans and in the economic interests of employers.
- American Society
of Appraisers - Organization of appraisal associates.
- Association for
Investment Management and Research - Supplying the benefits and services
that investment professionals need to advance their careers.
- Bank Securities
Association - The nation's leading trade association dedicated to serving
the needs of those responsible for marketing securities, insurance and other
investment products through commercial banks, trust companies, savings
institutions, and credit unions.
- PSA: The Bond Market
Trade Association - Represents securities firms and banks that underwrite,
trade and sell debt securities, both domestically and internationally.
- Certified Financial
Planner Board of Standards, Inc. - Your online resource for information
about CFP licensees and the financial planning profession.
- College for Financial
Planning - Has delivered the highest quality educational programs, courses
and materials to financial professionals.
- Employee Benefit
Research Institute - The only nonprofit, nonpartisan organization
committed exclusively to data dissemination, policy research, and education on
economic security and employee benefits.
- Financial Planning
Interactive - Helping financial advisors plan better futures.
- Financial Planning
Association - The Financial
Planning Association is the membership organization for the financial planning
community.
- Family Firm Institute
- An international professional organization dedicated to assisting family
firms by increasing the interdisciplinary skills and knowledge of family
business advisors, educators, researchers and consultants.
- Internal Revenue
Service - The IRS website for forms, instructions, publications,
regulations and other stuff.
- Institute of Certified
Fund Specialists - The Certified Fund Specialist and Board Certified
designation programs cover a broad range of disciplines, including mutual
funds, securities, insurance, and estate planning.
- Institute for
Investment Management Consultants - Offers the CIMC professional
designation.
- Insurance Information
Institute - Recognized by the media, governments, regulatory
organizations, universities and the public as a primary source of information,
analysis and referral concerning insurance.
- International
Association of Registered Financial Consultants - Incorporated in 1994 by
a group of financial planners who felt that there was a need for a
professional membership organization filling certain needs.
- Investment Company
Institute - Seeks to enhance public understanding of the investment
company business, to serve the public interest by encouraging adherence to the
highest ethical standards by all segments of the industry, and to promote the
interests of fund shareholders.
- Investor
Protection Trust - Dedicated to Noncommercial Investor education.
- National Association of
Enrolled Agents - The association is dedicated to helping its members
maintain the highest level of knowledge, skills and professionalism in all
areas of taxation, so that their members may most effectively represent the
needs of their clients.
- National Association of
Insurance Commissioners - The organization of insurance regulators from
the 50 states, the District of Columbia and the four US territories.
- National
Association of Investors Corporation - The NAIC is a nonprofit, largely
volunteer organization dedicated to investment education.
- National Association of
Personal Financial Advisors - NAPFA has helped Fee-Only planners and other
Fee-Only professionals enhance their skills, market their services, and gain a
voice with government and consumers alike.
- National Association
of Tax Practitioners - A nonprofit professional association dedicated to
excellence in taxation. NATP was
formed to serve professionals who work in all areas of tax practice. Members include CPAs, individual
practitioners, enrolled agents, accountants, attorneys, and financial
planners.
- National Investor
Relations Institute - NIRI is a professional association of corporate
officers and investor relations consultants responsible for communication
among corporate management, the investing public and the financial community.
- North American
Securities Administrators Association - The oldest international
organization devoted to investor protection.
- The Registered Financial
Planners Institute - Formed in 1983 to promote professionalism in
financial planning. Provides professional membership and designations.
- Society of Financial
Service Professionals - Formerly the American Society of CLU and ChFC with
over 32,000 members dedicated to helping individuals, families, and businesses
achieve financial security.
- Tax Analysts
Online - Worldwide Tax Information.
- US Chamber of
Commerce - The ultimate small business resource.
- World Financial
Planning Forum - Exists to facilitate the exchange of ideas that are of
common interest to noncommercial financial planning membership organizations
throughout the world.
- WORLD NEWS
- Current Event, Sports, Entertainment & Weather
News
-
- This section provides you with links to the most current news available on the web. Here you will find the latest news headlines, stories, commentary,
sports news, entertainment news and weather forecasts.
-
- General
- BBC News -
International news from the British Broadcasting Corporation
- CNN Interactive -
Cable News Network. Sky/Cable.
- Reuters News
Online - Reuters news coverage and links to AP and other coverage.
- Fox News Channel
- Online site of Rupert Murdoch's cable news network.
- The Wire - Breaking
news from The Associated Press
- US News Online -
U.S.News and World Report
- World News
Report - The Mighty Informatron News Network
- Live World News Report from the Mighty Informatron.
- Yahoo! Full Coverage -
Current News and background on current issues
-
- Sports
- AOL.COM Sports Web
Center - Read the latest sports news on AOL's Sports Web Center.
- CNN/SI from CNN and
Sports Illustrated - Sports News from Cable News Network(CNN) and Sports
Illustrated Magazine.
- ESPN Sportszone -
Information about all college and professional sports.
- 1stHeadlines - Sports
- a central location to easily
scan sports headlines and access news stories from the top newspaper,
broadcast and online news sources. 1stHeadlines is updated continuously, 24
hours a day.
- Broadcast.com: Sports Channel -
Listen to live and on-demand sports content.
- CBS SportsLine
- Exclusive sports coverage of NFL football, NBA basketball, NHL hockey, NCAA
college football games and world sports, too. Sports fans, keep up on the
latest sports statistics, scores, standings, transactions, team injury
reports, team schedules and much more.
- FOXsports -
Sports news from the Fox television network.
- The Sporting
News - Fans share center stage with stars in a passionate community.
All-interactive columnists, games, scores, photos, stats, inside information,
and lots more from the most trusted sports voice.
- USA
TODAY Sports - Front page
- World
Sports - Read international sports news, stats, and event information
around the world.
-
- Entertainment
- The Media World -
News and info on electronic media. Large link collection and message boards.
- 4Entertainment - Links to
entertainment news sources from 4anything.com.
- E!
Online Entertainment News - Up-to-the-minute on line entertainment news.
- EMOnline - Daily
news from Electronic Media news.
- Hollywood
Online - Movie and entertainment-industry news.
- TV
Guide - News and gossip page.
- UltimateTV
News Daily - News and resources about television.
- Variety Magazine
- The show business daily. Variety offers show business headlines, statistics,
and reviews, plus columnists Army Archerd, Michael Fleming, and Variety editor
Peter Bart.
-
- Weather
- The Weather
Channel - Weather.com offers forecasts for over 1600 cities worldwide as
well as numerous radar and satellite maps. Also includes the latest weather
news stories and allergy information.
- ABC Weather - Covers
US, Canadian weather, and international weather. Features include forecast,
current conditions, summary, national radar, and weather warnings.
- Absolute
Weather - Free national and local extended Weather forecasts for your
community or the world. Free local weather forecast can be e-mailed to you
daily and there are tons of custom weather charts & features that you can
customize to your preferences.
- AccuWeather -
Weather information for around the world and in your area, including radar and
satellite images and 5-day forecasts for 43,000 U.S. locations.
- CNN Weather -
Comprehensive weather news from around the world, updated frequently.
- Weather USA -
Five day weather forecasts for over 400 cities and national weather maps.
-
- Initial
Public Offerings
- Pending
and Current Equity Financing
-
- This
section provides our readers with links to sites that cover the IPO markets.
You can find company profiles, scheduled offerings, price ranges,
commentary and analysis on the companies going public.
-
- Alert
IPO - Ostman's Alert-IPO! offers quotes and charts, news, company
profiles, EDGAR filings, aftermarket performance data, trading alerts,
bull/bear rankings, an underwriter directory and a calendar.
- Hoovers
Online IPO Central - IPO Central provides quotes and charts, news,
filing and pricings, company capsules, aftermarket performance data, an IPO
scorecard, an underwriter directory, a Beginner's Guide to IPO Investing, a
calendar, a weekly e-mail update, FAQs and a searchable database.
Subscription required for full access.
- IPO.com
- Offers online IPOs and private placements. Includes quotes and charts,
news, filings and pricings, company profiles, press releases, prospectuses,
an underwriter directory, a calendar and a weekly newsletter. Registration
required for full access.
- Yahoo
Finance Initial Public Offerings - presents quotes and charts, news,
filings and pricings, company profiles, aftermarket performance data,
insider trading information, an underwriter directory, a calendar, message
boards and a Web site directory.