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 flexible financial analyst training and certifications to enhance your career in a dynamic industry. Explore ...

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 ...

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 ...

With a retirement crisis looming, the financial services industry needs to work toward one consistent set of rules, ...

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 ...

Let's take a look at a few key things employers and investors consider before looking for someone to deliver financial consulting services. As a financial professional who has been practicing for over ...

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) ...