The College for Financial Planning has partnered with BlackRock to introduce a certification for financial advisors who are ...
A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...
The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...
CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...
Some social media financial influencers excel at explaining complex concepts to their audiences, said New York Times reporter ...
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I’m 70 and retired with a $40K annual income and $200K in CDs. But will it last? Who can help me figure this out?“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...
Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...
The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...
There are a lot of different ways to increase your financial success, including strategies for making money, saving money, ...
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