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 ...

Discover four key certifications for financial advisors specializing in the financial needs of seniors, and learn how they enhance expertise in retirement and estate planning.

Discover the CFA, CFP, and CPA certifications that enhance career prospects and deliver strong ROI in finance. Learn which path aligns with your career goals.

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 ...

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 ...

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 ...

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.

More than 1,600 financial advisors have rushed to register for a new tax-planning certification, hoping to add to their skill sets as wealth and taxes become more intertwined. Historically, advisors ...

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 ...