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 ...

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 ...

Earn your Chartered Financial Risk Engineer (CFRE) designation from the renowned NY Institute of Finance. Enhance your career and salary prospects.

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 alphabet soup confusion faced by investors has led the Securities and Exchange Commission and the North American Securities Administrators Association to issue a note about the plethora of ...

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 ...

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 ...

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 ...

Financial advisors are not all regulated in the same way. Investment advisors have different regulatory standards to meet than financial planners, insurance agents and registered financial ...