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.

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.