Continuing education

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.

One of the certifying organizations has taken a Netflix-like approach to advisor education.

Bruce K. Lee left the brokerage world where cheating on continuing education requirements can be a "career killer."

I had a strong opinion. Then our reporting changed my mind.

At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn’t a profession at all.