Results for "designations"

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NAPFA's CFP-only move puts CFP Board in hot seat

December 4, 2012

NAPFA is attempting to cut through the clutter of advice credentials by requiring new members to be certified financial planners. That, in turn, has put the spotlight on the granter of that designation, the Certified Financial Planner Board...

Financial advisers: To MBA or not to MBA?

November 6, 2012

You have an undergraduate degree in financial planning … now what? The following interview with Derek Klock, assistant professor of practice in the finance department of the Pamplin College of Business at Virginia Tech University, and Jon...

College CEO blasts FPA's incoming boss

August 26, 2012

The American College's chief executive has taken the Financial Planning Association's incoming chief executive, Lauren M. Schadle, to task about comments she made in advocating the certified financial planner designation. In an interview with...

Welcome to the job: American College CEO blasts new FPA boss

August 23, 2012

The American College's chief executive took the Financial Planning Association's incoming CEO, Lauren M. Schadle, to task about comments she made in advocating the certified financial planner designation. In an interview with InvestmentNews...

Ratings needed for endless list of adviser certifications: CFP Board

August 21, 2012

The government should create a ratings system for the more than 140 different financial certifications and designations available, as part of an effort to help older Americans find a financial adviser they can trust, according to the Certified...

New credential focuses on families with special needs children

November 21, 2010

The Massachusetts Mutual Life Insurance Co. and the American College have created the chartered special needs consultant designation for financial planners who have been specially trained to assist families with special needs children. The designation,...

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