Fidelity Corporate Actions Solutions

The Boston Institute of Finance (BIF) offers industry-leading Certified Financial Planner (CFP) education and exam preparation designed to help financial professionals achieve certification efficiently. With programs that are CFP Board-approved, students can choose from self-paced or instructor-led coursework, enabling them to complete their education in under eight months. BIF's exam prep, featuring an 8-week progressive study schedule, focuses on maximizing retention through concise materials and experienced instructors who are CFP professionals. With a commitment to value and support, BIF has successfully guided over 32,000 graduates in their pursuit of career success in the financial services industry. Generated from the website

Spruceview Capital Partners is a privately held global asset management firm based in Boston, MA, specializing in customized multi-asset portfolios and the management of alternative asset classes. With a focus on personalized investment strategies, the firm aligns its decisions with clients' specific portfolio and risk management needs, offering a range of engagement options from comprehensive fiduciary services to bespoke solutions. The team at Spruceview brings extensive expertise in institutional asset management, covering investments, governance standards, and risk management. Their proprietary processes, developed over decades, enable them to identify niche opportunities and achieve clients' investment goals effectively. Generated from the website

ISITC is a collaborative organization that empowers its members to influence the securities transaction process through engagement with industry participants. With a membership comprising over 2,000 professionals from various sectors of the finance industry, ISITC focuses on enhancing operational efficiency and reducing capital market risk. The organization facilitates working groups, forums, and committees that develop market practices and industry standards aimed at promoting straight-through processing within global securities operations. By fostering knowledge sharing and collaboration, ISITC drives innovation and efficiency across the securities industry. Generated from the website