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 ...

Professionals in many industries tout their education and professional experience as a way to demonstrate their expertise and set themselves apart. The financial industry is a prime example, with ...

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 ...

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 ...

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 ...

It’s important to understand that a designation or title is not the same as a certification or license. The requirements for having a title range from rigorous to nothing. Why do people spend more ...

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 ...

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) ...