Certifications and licensing

One of the largest professional designation and training schools launched a program to award free tuition to at least 25 students in the next year.

“The face of our industry is typically not me,” says the Vanguard and DFA veteran. “I thought about how many young people that I could inspire. So I raised my hand.”

Which bank wealth management execs are at the top of their game, and how are they coping in the age of coronavirus?

I don't need outside credentials to bolster my credibility — I have my own.

These shortcomings were primarily due to “systemic, longstanding, governance-level weaknesses,” a new report says.

A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.

A task force will issue recommendations to shore up the disciplinary process ahead of the board's November meeting. Here’s what advisors need to know.

Rather than learn from the mistakes exposed regarding false listings of advisors’ “fee-only” status, the board doubled down on looking the other way.

The certifying body says it will no longer rely on advisors’ reports and it is convening a new task force to modernize enforcement.

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

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

The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.

The issuing organization is working to expand the number of firms allowing the certified kingdom advisor title to be used in marketing materials.

Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.

Changes to how the group educates advisors is just one of the many transformations in the offing.

Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.

The 11,000-member organization will operate as the Investments & Wealth Institute.

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

You may know more than you think. Here's a great way to test yourself.