Ameriprise Financial has partnered with Dalton Education to create a certification designed for those who assist members of the military and veterans.
The Certified Military Financial Advisor certification will be earned through a mix of training and learning development modules typically completed over the course of 40 to 50 hours, Ameriprise said in a press release Tuesday.
The course work will provide a deep understanding of the unique life circumstances and the benefits available to veterans, active-duty military personnel, reservists, National Guard members and their families.
The certification will be available exclusively to Ameriprise advisers through June 2024. From then on, the certification will be available to all qualifying advisers industrywide.
The financial advice industry has been facing inquiries into its cash sweep programs for years now.
Investor money allegedly went to strip clubs, exotic cars, and landscaping
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains