Professional development

Based on the “forced experiment” of its remote periodic examinations of broker-dealers, the onsite portion “may not be necessary,” Robert Cook said.

Financial advisor Lazetta Rainey Braxton describes tangible methods for opening minds and advisory practices.

Financial advisors can help the country’s increasingly diverse population, but we must fully realize our vision of recruiting more young and racially diverse talent.

Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.

The ongoing coronavirus pandemic has scrambled normal wealth management operations.

One of the largest professional designation and training schools launched a program to award free tuition to at least 25 students in the next year.

As one of the fewer than 1,400 black CFPs, I hope to be a gateway to economic empowerment and generational wealth for the African-American community, writes planner and contributor Zaneilia Harris.

Amid coronavirus-imposed lockdowns, the firm will retool and retrain approximately 3,000 young advisors.

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

“The face of our industry is typically not me,” says the Vanguard and DFA veteran. “I thought about how many young people that I could inspire. So I raised my hand.”

“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.

The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.

“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.

It's been hard for me to find mentors, and I've stopped attending most industry conferences.

Planner Lazetta Braxton explains what allies can do to reduce the fear and heartbreak that comes from working in a predominately white profession.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

Now is not the time to disconnect from supportive networks of other advisors.