Displaying 6 results
CFP Board sees record participation at March exam
The community of certified financial planners is closing in on a milestone.
What’s in an acronym? Advisors name their favorite designations
Advisor views designations as a 'layering process' that you can build on once you have a better understanding of client-specific needs.
CFP Board overhauls its sanctions and certification rules
The professional body for financial planners says it's making changes to maintain fairness while serving the public’s best interest.
CFP Board unveils scholarship for aspiring women planners
The scholarship was created by Peggy Ruhlin, a certified financial planner with a lengthy career in wealth management.
NAPA launches pioneering retirement income program for advisors
First-of-its-kind course aims to help advisors articulate the value of retirement income solutions to complement 401(k) plans.
Edward Jones paying for advisors’ high-level credentials
Change is afoot at the brokerage firm, which reportedly is reimbursing its advisors for the cost of certifications offered by the Investments & Wealth Institute.
