In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner’s name. It’s no different with financial advisers, who use ...

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 ...

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 ...

The Financial Planning Association commends the Massachusetts Securities Division in its latest effort to protect elderly investors from fraudulent and abusive sales practices. The Division has ...

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 ...

The retirement income certified professional (RICP) and certified financial planner (CFP) are two certifications for financial advisors. Here’s how they differ, in terms of training and professional ...

As advisors seek to advance their careers, there are myriad financial designations and certifications to pursue. Knowing where to invest their time and money is critical to success. This is crucial ...

PHILADELPHIA, March 22, 2021 /PRNewswire-PRWeb/ — Geoffrey Passehl, CLU(R), ChFC(R), CASL(R), RICP(R), founder of Passehl Financial Services, has earned the Wealth Management Certified Professional(R) ...

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 ...

Discover essential financial planner interview questions and effective tips to impress your interviewer. Navigate your career path with confidence and clarity.