Continuing education

Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.

Some planners and firms are taking action to address impending retirements. Here's why opening more pathways into the field matters to every company in wealth management.

Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.

For clients who care about social impact in their portfolios or financial plans, this relatively young designation can help an advisor deliver more value.

From new certifications to better health, here are the goals wealth managers have set for themselves this year.

Demand is growing for the certified private wealth advisor credential, which has been around for 15 years and helps advisors cater to high net worth clients.

The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

From AAI to WMS, there are 242 designations for financial professionals. Here's a quick primer on the most important ones — and how to get them.

The popular subreddit is set to hit 16K users as a wave of young advisors goes online in search of honest opinions and advice.

There are important nuances to note in the relatively straightforward requirements of the rule.