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Social and Behavioral Sciences Commons

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Family, Life Course, and Society

Journal of Financial Therapy

Financial advising

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Full-Text Articles in Social and Behavioral Sciences

Book Review: Cfp Board Financial Planning Competency Handbook, Jorge Ruiz-Menjivar Jul 2015

Book Review: Cfp Board Financial Planning Competency Handbook, Jorge Ruiz-Menjivar

Journal of Financial Therapy

The CFP Board Financial Planning Competency Handbook (2013) is reviewed as a resource that extends beyond financial planning to other helping professionals who work with money related issues.


Practitioner Profile: An Interview With Andrea Vining, Andrea Vining Jul 2015

Practitioner Profile: An Interview With Andrea Vining, Andrea Vining

Journal of Financial Therapy

Andrea Vining is a Financial Advisor at Morgan Stanley in Pasadena, California who was named to the Firm’s Pacesetter’s Club in 2015, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service. She holds a Bachelor of Arts degree in Literature from the University of California at Santa Cruz and her interest in the arts is personal and life-long. She studied Jewelry Design & Fabrication at the Gemological Institute of America in Carlsbad, CA and is also a certified bench jeweler. She and her colleagues are passionate …