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“If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.July 2
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One of the certifying organizations has taken a Netflix-like approach to advisor education.June 26
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With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of themJune 22
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Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.June 16
Owner and founder of Financial Planning Hawaii, and co-founder of client-facing software maker Nest Egg Guru.
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“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.June 16
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At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn’t a profession at all.November 1
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Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.September 13
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We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.July 15
Founder & Managing DirectorCruz Consulting Group
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Once selected, the chapters will begin a two-year centralized testing process.July 11
