Continuing education

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.