Continuing education

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.

The Institute for the Fiduciary Standard launched a virtual leadership class that teaches planners about the history of the profession and the key topics shaping it today.

The challenges of studying for three notably difficult tests can pay off for financial planners — especially in today's competitive environment.

There are several opportunities for a workforce to upskill and reskill, and create added value for employers and employees alike.

Eighty-seven percent of mentors and mentees feel empowered by those relationships and have developed greater confidence at work.

A new SE-AWMA designation has added a ninth module or standalone class for professionals working with high net worth clients.

The growing and varying areas of study are rising in adoption across the industry, long after pioneers first dispelled the myth that investing is just about numbers.