In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner’s name. It’s no different with financial advisers, who use ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.

Due to pervasive financial abuse of America's senior citizens, the Certified Financial Planner Board of Standards is urging the adoption of a set of standards for financial planning designations. A ...

Clients seek out advisors they can trust to be professional, competent, and effective. They want to know that their financial advisor is not only experienced but also highly knowledgeable in the areas ...

It’s important to understand that a designation or title is not the same as a certification or license. The requirements for having a title range from rigorous to nothing. Why do people spend more ...

The retirement income certified professional (RICP) and certified financial planner (CFP) are two certifications for financial advisors. Here’s how they differ, in terms of training and professional ...

The Financial Planning Association commends the Massachusetts Securities Division in its latest effort to protect elderly investors from fraudulent and abusive sales practices. The Division has ...

PHILADELPHIA, March 22, 2021 /PRNewswire-PRWeb/ — Geoffrey Passehl, CLU(R), ChFC(R), CASL(R), RICP(R), founder of Passehl Financial Services, has earned the Wealth Management Certified Professional(R) ...

Discover top professional designations in forex trading to enhance skills, manage risk, and advance your career. Ideal for aspiring traders seeking success.

In 2010, Congress passed the Dodd-Frank Wall Street Reform and Consumer Protection Act which created the Financial Stability Oversight Council (FSOC) and empowered it to designate non-bank financial ...