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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 -
One of the certifying organizations has taken a Netflix-like approach to advisor education.
June 26 -
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
June 22 -
Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.
June 16 -
“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 -
Submit now for Bank Investment Consultant’s annual ranking of the best of the best in bank wealth management.
October 15 -
Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.
September 13 -
We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.
July 15Cruz Consulting Group