Continuing education

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.

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.

After pandemic disruptions, the percentage of candidates passing the difficult exam is back to normal levels, the CFA Institute said.

A College for Financial Planning analysis suggests encouraging aspiring planners to pursue financial designations other than the CFP could lead to more women and people of color entering the industry.

When a spouse needs long-term institutionalization, it may preserve assets for the healthy partner and for heirs — but there are downsides.

Instead of trying to tax diversify between traditional and Roth retirement accounts, taxpayers can consider trying to ‘Roth optimize’ exactly when to add dollars to tax-free Roth accounts.

Debating the pros and cons of the CFA vs an MBA.

ABLE accounts make it feasible for the disabled individual to express what they would like to do — and what they would like for themselves.