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 ...

Financial planning designations play a crucial role in ensuring that professionals who offer financial planning services possess the necessary knowledge, skills, and ethical standards. These ...

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 ...

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 ...

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 ...

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 ...

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 ...

When it comes to professional certifications, there's no shortage of niche options for financial advisors eager to skill up. Processing Content The CFP Board's Certified Financial Planner mark — ...

Financial advisors with some experience in their field often pursue the ChFC to broaden and deepen their practice, as the coursework touches on many modern financial planning topics. According to The ...

Time to dig into the alphabet soup better known as financial advisor designations. They say that an investment in knowledge pays the best interest. But they also say that time equals money. So if a ...

In 2010, Congress passed the Dodd-Frank Wall Street Reform and Consumer Protection Act which created the Financial Stability Oversight Council (FSOC) and empowered it to designate non-bank financial ...

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 ...