Professional development

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.

My training in virology, laboratory pathology and emergency medicine gives me a different perspective of how to manage our society’s new path forward, writes M.D. and planner Carolyn McClanahan.

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.

It’s one of several ways that the firm is working to keep growth plans on track.

With clients at home in pajamas, It’s time to go virtual.

Which bank wealth management execs are at the top of their game, and how are they coping in the age of coronavirus?

It has taken me eight years of conscious work to be able to discuss this topic so frankly.