Continuing education

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.

Besides the low pass rates, Jared Dillian argues that the certification doesn't make better advisors.

The COVID-19 pandemic is taking some of the blame for the low scores.

The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

Financial advisor Hannah Moore and more than 60 presenters are expanding access to instruction and networking for aspiring and underrepresented advisors.