Discover the significance of financial certifications like CFA, CFP, and CPA. Learn how they represent expertise and assistance in finding a qualified finance professional.

In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner’s name. It’s no different with financial advisers, who use ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.

Clients seek out advisors they can trust to be professional, competent, and effective. They want to know that their financial advisor is not only experienced but also highly knowledgeable in the areas ...

Due to pervasive financial abuse of America's senior citizens, the Certified Financial Planner Board of Standards is urging the adoption of a set of standards for financial planning designations. A ...

The retirement income certified professional (RICP) and certified financial planner (CFP) are two certifications for financial advisors. Here’s how they differ, in terms of training and professional ...

The Financial Planning Association commends the Massachusetts Securities Division in its latest effort to protect elderly investors from fraudulent and abusive sales practices. The Division has ...

Let's take a look at a few key things employers and investors consider before looking for someone to deliver financial consulting services. As a financial professional who has been practicing for over ...

PHILADELPHIA, March 22, 2021 /PRNewswire-PRWeb/ — Geoffrey Passehl, CLU(R), ChFC(R), CASL(R), RICP(R), founder of Passehl Financial Services, has earned the Wealth Management Certified Professional(R) ...

In 2010, Congress passed the Dodd-Frank Wall Street Reform and Consumer Protection Act which created the Financial Stability Oversight Council (FSOC) and empowered it to designate non-bank financial ...