Continuing education

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

Financial Planning's latest continuing education quiz offers subscribers the chance to earn credit while staying on top of industry news.

The value of a modern industry event lies in the connections and actionable insights they offer, an IWI study finds.

Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?

From LPL Financial's legal challenges to a continuing education scam that involved more than 60 brokers, these are the stories our readers flocked to in 2024.

Amplified Planning is expanding beyond the Externship into a new four-month course and a monthly subscription service for outsourced professional development.

Top items include the fallout of a massive continuing education cheating scheme, UBS' pay cuts for producers across the organization and more.

Brokers from 15 firms have been suspended, fined and sometimes — but rarely — fired in a sweep that stretches back to 2022.

The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.