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.

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.

The change will affect continuing education immediately and certification examinations starting in March 2022.

The ongoing coronavirus pandemic has scrambled normal wealth management operations.

Candidates will be allowed “two tissues” while testing at home and are advised to have bed linen handy.

“If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.