Career advancement

Here are prep techniques and resources for candidates taking a test that can seem daunting.

Financial advisors can help the country’s increasingly diverse population, but we must fully realize our vision of recruiting more young and racially diverse talent.

“If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.

One of the certifying organizations has taken a Netflix-like approach to advisor education.

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 them

Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.

“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.

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.

Submit now for Bank Investment Consultant’s annual ranking of the best of the best in bank wealth management.

Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.

We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.

Once selected, the chapters will begin a two-year centralized testing process.

A young advisor put her faith in letters and numbers until a client set her straight.

What advisory firms need to know about getting the most out of their team.

While seeking input on how to better nationally integrate operations, the FPA has scrapped the idea of wrapping all chapters into a single legal entity — for now.

There are some surprising similarities between the manufacturing industry and a planning career. Here's what you need to know before you start either one.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.

The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.

"I would go home at night and question if I added value to anyone’s life that day," writes Ashley Folkes. "The answer was usually no."