Skip to content
CFD Adviser Portal
Search
Search
Home
Adviser News
Calendar
2025
2025 CFD Holidays
2025 Designs Fee Schedule
2025 Important Dates
2025 Investments Commissions Schedule
2024
2024 CFD Holidays
2024 Designs Fee Schedule
2024 Important Dates
2024 Investments Commissions Schedule
Referrals
Team CFD
Mass Affluent Study Group
CFD Networkshop
Virtual Assistant Program
CFD Conferences
2025 CFD Spring Conference Materials
2024 CFD Fall Conference Materials
2024 CFD Spring Conference Materials
2023 CFD Fall Conference Materials
2023 CFD Spring Conference Materials
2022 CFD Fall Conference Materials
Paul Kingsman via Ash
Archives
Adviser Map
Knowledge Portal
Knowledge Base
Forms Library
Blotters 2.0
cfd Investments Supervisory Procedures
Creative Financial Designs Supervisory Procedures
Direct Relationships
Docupace Training
Doing Business with Charles Schwab through Creative Financial Designs
Investments Processing Manual
Marketing Library
NFS Resources
Rules and Regulations
Designs
Front Page
Services
About
Resources
Communications
Equity Investments Write-Ups
Investments Strategy Architecture (ISA)
Brokerage Mgmt Snapshot Report
Brokerage Management Fact Sheet
Self-Directed Fact Sheet
Variable Annuity Fact Sheet
Web Links
Sycamore
Annuity Report
Albridge
ASH Brokerage
Black Diamond
Docupace
Commissions Dashboard
DST Vision
Keeper
KnowBe4
Entreda
Fin Pro
Microsoft Office365 Webmail
QuestCE
Redtail
Riskalyze
Wealthscape
Tools
Brokerage Management Fee Calculator
Brokerage Management Strategy Guide
Business Value Calculator
Current Investment Expense Ratio Calculator
Investment Bucket Illustrator
Investor Profile Questionnaire
Financial Calculators
Contact Us
Account
Login
Logout
My Links
Change Password
Password Reset
CFD Shop
Upcoming Events
Sycamore Commissions
RICP Designation and Study Group Offered By Ash Brokerage
What's New
News and Production 2025
What's New
News and Production June 9, 2025
June 9, 2025
Mark Atkins
Weekly Market Review 2025
What's New
Weekly Market Review – Week ending 6/6/2025
June 9, 2025
Mark Atkins
Designs Weekly Performance Report 2025
What's New
Designs Weekly Performance Report – June 6, 2025
June 9, 2025
Mark Atkins
News and Production 2025
What's New
News and Production May 30, 2025
June 3, 2025
Mark Atkins
Weekly Market Review 2025
What's New
Weekly Market Review – Week ending 5/30/2025
June 2, 2025
Mark Atkins
Weekly Top 10
Weekly Top 10
Weekly Top 10 for June 2-5, 2025
June 10, 2025
Mark Atkins
Adviser of the Month
Adviser of the Month
Adviser of the Month – April 2025
May 1, 2025
Mark Atkins
