Continuing education

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.

The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.

Find out where this year's programs fall on the map.

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

The issuing organization is working to expand the number of firms allowing the certified kingdom advisor title to be used in marketing materials.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

Training programs may seem expensive, but they cost just pennies compared to the expense of losing talent and hiring replacements.

Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.

It will host public forums in nearly two dozen cities over the next 16 months.

Brod will step in just after the board's controversial new code of ethics and standards takes effect in 2020.

Five members of the network will receive the scholarship each cycle.

Many planners see this exam as a must-have credential. Want to ace it? Have a plan.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.