Continuing education

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.

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.

More than 11,000 advisors have earned the education provider’s AIF designation.

A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.

There are some surprising similarities between the manufacturing industry and a planning career. Here's what you need to know before you start either one.