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Financial Advisor IQ Leadership Council

The council is a community of advisors focused on growing their clientele and sharing input that fuels research to help professionals strengthen their practices.

To qualify, advisors must meet certain basic qualifications: they must manage or advise on at least $50 million in assets, have three or more years of experience as a financial advisor/broker, maintain an excellent compliance record, and express a desire to engage with industry issues.

(Neither the advisors nor their parent firms pay any fees to the Financial Times or its FT Specialist subsidiary in exchange for inclusion in this community.)


CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC (CFP BOARD)

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: Education, Examination, Experience and Ethics.

Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.


CFA INSTITUTE

CFA Institute is a global community of more than 145,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.

For more information, please visit: www.CFAInstitute.org


THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS (NAEPC)

The National Association of Estate Planners & Councils was formed in 1962 and incorporated in 1963 as a non-profit business league by 13 estate planning leaders from nine councils. The association’s core belief is that the team concept of estate planning best serves the client. Each program, benefit and service is developed with this single value in mind.

The NAEPC boasts over 260-member estate planning councils and provides services to their estimated 29,0000 individual members. In addition, the association has nearly 1,800 active Accredited Estate Planner® designees with representation in nearly every state of the country. Professional are typically within the accounting, insurance, legal, trust services or financial planning fields, all with a focus on estate planning.

All individuals obtaining the AEP designation must demonstrate a continued commitment to the team approach to estate planning and adhere to a strict code of ethics.


ESTATE PLANNING COUNCIL OF NEW YORK CITY, INC.

The Estate Planning Council of New York City is an interdisciplinary organization for professionals involved in estate planning. Since its inception in 1959, the Council’s primary objective has been to provide a better understanding of the services performed by attorneys, life underwriters, trust officers, accountants, and others substantially involved in estate planning and to promote cooperation among them.

Our meetings provide a medium for discussion of various, up-to-date estate planning topics of common interest. In addition to the excellent educational information and technical content, our meetings afford our members the opportunity to network, meet old friends and make new ones within the greater New York City professional community.


FORBES FINANCE COUNCIL

Forbes Finance Council is an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.

Forbes Finance Council members are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com.

Forbes Councils combines an innovative, high-touch approach to community management perfected by the team behind Young Entrepreneur Council (YEC) with the extensive resources and global reach of Forbes. As a result, Forbes Council members get access to the people, benefits and expertise they need to grow their businesses — and a dedicated member concierge who acts as an extension of their own team, providing personalized one-on-one support.

For more information about Forbes Finance Council, visit www.ForbesFinancecouncil.com


HERITAGE AUCTIONS

Heritage Auctions is the largest collectibles auctioneer and third largest auction house in the world, as well as the largest auction house founded in the US. Our loyal and growing number of online bidder-members are a testament to the usefulness of our website (HA.com), our reputation for professional business practices and our vast expertise in the field of art and collectibles.

For more information, please visit: www.HA.com

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, or membership in any professional organization, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Magnus is engaged, or continues to be engaged, to provide investment advisory services.