Continuing education

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.

Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

The program allows candidates to complete the certification program online, asynchronously and in half the time it takes to complete the standard program.

Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.

CFAs' knowledge of investments is on another level — which is why the designation is so hard to get. Here's why it can be worth it.