Designations

Displaying 100 results

Topic

FPA launches second virtual externship program

More than 900 students, career changers and current practitioners are enrolled in the eight-week program.

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RIA Digital Assets Council launches certificate in blockchain, Bitcoin

Advisers who enroll in the program will be qualified as experts in digital assets, says RIADAC founder Ric Edelman.

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Tips for earning continuing education credits in a virtual environment

It's not easy to keep up with the credits you need under normal circumstances, and the pandemic has made it even harder.

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CFB Board says July CFP exam can be taken remotely

Candidates will have the choice of taking the test in person or via remote proctoring in November as well.

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New option for Social Security training

The National Association of Registered Social Security Analysts' program qualifies for CFP and CPA continuing education credits.

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Advocates promote graduate degree, certification in fiduciary leadership

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.

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CFP Board schedules exam for March

The CFP exam will again include a remote proctoring option for eligible candidates.

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Douglas King starts term as chair of CFP Board

The head of Oakwood Capital Advisors says ethics is high on the agenda for the coming year.

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Number of female, Black and Hispanic CFPs increases

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.

Topic

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

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Advisers want CFP continuing education to count toward state requirements

NASAA model rule would require IARs to complete CE to close the regulatory gap with brokers

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Bounded rationality: The realistic choice

Clients don't have perfect information, even when they're selecting an adviser.

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Missouri lawmaker says don’t worry, law won’t curb use of CFP designation

CFP Board, FSI oppose new law prohibiting use of terms "certification" or "registration" for credentials not approved by state.

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New adviser credential hones accumulation skills

The American College of Financial Services seeks to help advisers up their value-add to clients.

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New master’s degree to teach advisers financial life planning skills

Focus on life planning to teach softer skills that advisers need, like client coaching.

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Raymond James scores a duo from Wells Fargo Advisors

Connecticut team manages $230 million in client assets.

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CFP Board swings for fences with World Series ads

Will the significant expense for the large audience result in a home run or a strikeout for its branding campaign?

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IMCA and Yale team up to offer the group’s trademark accreditation

The partnership will enable IMCA members to earn the Certified Investment Management Analyst certification online.

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REITs to get own classification on major indices

Breakfast with Benjamin REITs soon will have their own classification on the S&P 500 and other major indices.

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DOL fiduciary rule compliance a worry for fee-only financial planners

Additional hoops to jump through to show regulators they are fiduciaries have fee-only advisers worried.