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The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.
December 26 -
Addressing the imbalance in the industry is a strategic imperative.
December 20TD Ameritrade Institutional -
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An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.
December 11 -
Find out where this year's programs fall on the map.
November 30 -
The board is calling for public comment on a variety of changes and released FAQs for planners about new standards of conduct taking effect next year.
November 27 -
The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.
October 23 -
Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.
October 16 -
Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.
October 1 -
In my view, the organization puts its own growth ahead of enforcing its certificants’ fiduciary standards. This holds us back from being seen as a true profession.
September 24