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More than 900 students, career changers and current practitioners are enrolled in the eight-week program.
Advisers who enroll in the program will be qualified as experts in digital assets, says RIADAC founder Ric Edelman.
It's not easy to keep up with the credits you need under normal circumstances, and the pandemic has made it even harder.
Candidates will have the choice of taking the test in person or via remote proctoring in November as well.
The National Association of Registered Social Security Analysts' program qualifies for CFP and CPA continuing education credits.
The Center for Board Certified Fiduciaries, a public benefit corporation, is seeking to affiliate with one or more universities to offer the fiduciary curriculum. The board also will certify fiduciary professionals in one of 10 areas of specialization.
The CFP exam will again include a remote proctoring option for eligible candidates.
The head of Oakwood Capital Advisors says ethics is high on the agenda for the coming year.
Financial professionals holding the certified financial planner designation hit an all-time high in 2020. The number of women with CFPs increased by 3.1%, to 20,633, and the number of Black and Hispanic CFPs rose to a total of 3,688, a 12.6% increase over 2019. Blacks and Hispanics still represent just a fraction of CFPs.
From shoulder pads to financial advisers — how the NFL Players Association protects its members from fraudsters
Roughly 2,000 NFL players need the extra layer of financial protection the union's adviser program provides
NASAA model rule would require IARs to complete CE to close the regulatory gap with brokers
Clients don't have perfect information, even when they're selecting an adviser.
CFP Board, FSI oppose new law prohibiting use of terms "certification" or "registration" for credentials not approved by state.
The American College of Financial Services seeks to help advisers up their value-add to clients.
Focus on life planning to teach softer skills that advisers need, like client coaching.
Connecticut team manages $230 million in client assets.
Will the significant expense for the large audience result in a home run or a strikeout for its branding campaign?
The partnership will enable IMCA members to earn the Certified Investment Management Analyst certification online.
Breakfast with Benjamin REITs soon will have their own classification on the S&P 500 and other major indices.
Additional hoops to jump through to show regulators they are fiduciaries have fee-only advisers worried.
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