Represented by a trio or duo of letters after a name, financial designations indicate the education/training and specialization of an industry professional. Common certifications for financial ...

Clients seek out advisors they can trust to be professional, competent, and effective. They want to know that their financial advisor is not only experienced but also highly knowledgeable in the areas ...

You can identify the specialization of a financial advisor through the certifications that they hold. When looking for a financial professional, understanding the key differences between a CFP and a ...

Due to pervasive financial abuse of America's senior citizens, the Certified Financial Planner Board of Standards is urging the adoption of a set of standards for financial planning designations. A ...

The rules and requirements for how to become a financial advisor can be murky, but that shouldn’t deter you from pursuing ...

Overview: CFA and FRM remain highly valued as financial institutions navigate increasingly complex markets.CPA and CFP certifications continue to support career ...

Wealth managers proudly display a long list of designations and degrees after their signatures — CFP, MBA, CPA, CFA, etc. — and deservedly so, considering the effort involved in achieving those titles ...

When it comes to professional development, financial advisors have many options. Today’s learner can watch three-minute “how-to” videos, engage in microlearning, peruse articles, attend webinars or ...

It’s important to understand that a designation or title is not the same as a certification or license. The requirements for having a title range from rigorous to nothing. Why do people spend more ...

Are more disclosure rules on the horizon for advisors? The Consumer Financial Protection Bureau recommended in a report released Thursday that advisors should be required to disclose information ...