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Financial Planning
August 1, 2006
Donald Jay Korn |
Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need.   |
Registered Rep.
May 1, 2005
Kristen French |
Go to the Head of the Class This financial advisor and winner of an Outstanding Broker Award for 2005 loves learning, and his clients love him for it. |
Financial Planning
November 1, 2011
Danielle Reed |
Financial Planning Education 101: 10 Standout Schools A closer look at ten notable schools for with financial planning programs. |
Investment Advisor
December 2007 |
The Certification Advantage Many different designations have been designed to aid advisors in servicing elderly clients correctly. Read on about three common certifications. |
Financial Planning
February 1, 2005
Ed McCarthy |
The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession. |
The Motley Fool
March 3, 2004 |
Alphabet Soup of Advisors What are all those fancy acronyms embossed on financial advisors' letterheads? While these designations don't ensure that the person does good work, they do say the person has had some training and experience, and perhaps a lot of it. |
Financial Planning
August 1, 2007
David E. Adler |
Quest for Knowledge Continuing education is a must for financial planners trying to stay ahead of the client curve. A look at CE trends and current requirements will help you chart your course. |
Financial Planning
November 1, 2012
Ann Marsh |
25 Great Schools For Future Financial Planners The academic landscape for financial planning is shifting rapidly. Here s where to find the next generation of advisors. |
Investment Advisor
March 2008 |
Certified You might want to investigate acquiring these designations to increase your knowledge and expertise of serving elderly clients. |
Financial Advisor
February 2012
Jim McConville |
CFP Online The whole world seems to be moving online, including programs to earn the certified financial planner designation. |
Investment Advisor
September 2005
Kathleen M. McBride |
Building a Brilliant Career Larry Barton of The American College offers words of wisdom on how to be a successful financial advisor. |
Registered Rep.
June 1, 2004
Allen Plummer |
Over the Top There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning all about it. |
The Motley Fool
July 21, 2005 |
Varieties of Financial Advisors If you're in the market for a financial advisor, you've probably been confused by all the different credentials that various pros have. To help you decipher those fancy clusters of letters embossed on letterheads, we spell out the most common -- and not-so-common -- credentials here. |
Registered Rep.
August 17, 2011
Jerry Gleeson |
CFP Registrations Spike Ahead of New Course Mandate The Certified Financial Planner Board of Standards has decided that applicants for the coveted CFP mark must take a controversial 45-hour "capstone" course, starting next year, before being allowed to sit for the certification exam. |
Registered Rep.
February 1, 2003
Will Leitch |
The Acrimony Over Acronyms Faced with a full hand of acronyms to describe their various certifications and designations, brokers are showing them off, confusing clients. For this reason, the notion of a universal designation -- akin to the CPA in the accounting profession -- is gaining momentum. |
Financial Advisor
February 2007
Ray Fazzi |
Raising The Bar More schools offer degree programs in finanical planning while academic standards for CFP licensees rise. |
BusinessWeek
February 26, 2007
Lauren Young |
Financial Pedigrees--Or Blarney? A guide to decoding the dizzying array of acronyms on your financial adviser's business card. |
Registered Rep.
May 1, 2004
John Churchill |
Helping Advisors Cope with Aging, (Their Clients) Reps now have another designation to pin to their names. The American College of Bryn Mawr, PA has unveiled its newest specializaion: Chartered Advisor for Senior Living (CASL). |
Investment Advisor
March 2009
Kara P. Stapleton |
Group Think News about the FPA, American College, CFP Board, and IMCA. |
Registered Rep.
April 27, 2011
Kristen French |
CIMA Aims High: Seeks to Replace Series 7, 65 As Industry Standard The Investment Management Consultants Association announced Wednesday that its popular CIMA certification is now accredited by the American National Standards Institute, making it the first of the major wealth management designations to meet international ISO standards. |
Financial Planning
January 1, 2011
Donna Mitchell |
Spreading the News After being educated about the requirements for a CFP and the approach these planners take in offering financial advice, consumers say they are more likely to seek out a CFP for help with managing their money. |
Registered Rep.
March 18, 2010
Jerry Gleeson |
New CFP Curriculum Daunts Instructors The Certified Financial Planner designation is about to become more challenging to obtain. |
Registered Rep.
April 1, 2007 |
When Achievement is Bull State regulators are moving to ban certain designations from marketing materials to better protect seniors. Financial advisors using senior designations to con seniors are often caught too late. |
Financial Advisor
February 2009
Sherri Scordo |
Frontline News Broker-Dealer View On Regulation... Tax (Saving) Season Is Here... Credit Crisis May Hurt Wealth Management... ChFC Requirements Get Tougher... |
Financial Planning
November 1, 2012
Scott Wenger |
Editor's View: The Nation's Top Financial Planning Schools A catalog of some of the nation's top financial planning schools is a resource for both planners-to-be and today s advisors |
Registered Rep.
August 8, 2014
Megan Leonhardt |
CFP's Financial Planning Programs Struggle To Find Students The number of CFP Board-registered financial planning programs are on the rise, but schools say student enrollment and completion of the designation are still major challenges. |
Financial Planning
August 1, 2008
Donald Jay Korn |
Labels Under Fire Regulators are making it clear that advisors who use the word "senior" or various synonyms to transact business unethically are squarely in their sights. |
The Motley Fool
October 27, 2007
Elizabeth Brokamp |
Making Sense of Financial Credentials Shouldn't you know who's handling your money? |
Financial Planning
January 1, 2006 |
2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc. |
Registered Rep.
May 1, 2006
Barry Rehfeld |
Alphabet Soup There are ways for reps to become authentic financial advisors, like the courses offered by continuing education groups and it seems that many advisors are, in fact, taking them. With designations proliferating like ragweed, they have come under fire from a number of public officials lately. |
Registered Rep.
December 1, 2006
John Churchill |
Of Two Minds An internecine argument at the FPA gets to the heart of one of the industry's more vexing problems: Should brokers be able to position themselves as financial planners? |
Financial Planning
April 1, 2005
Jeffrey H. Rattiner |
Dig Deep to Climb High To stay competitive, financial planners need to increase their technical know-how. |
Financial Planning
May 1, 2005
Ed McCarthy |
Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change? |
The Motley Fool
April 30, 2010
Dayana Yochim |
4 Questions Only the Best Money Pros Can Answer How to find an advisor who gives sound advice, not advice that just sounds good. |
Financial Advisor
February 2012 |
IMCA Boosts 2011 Membership The Investment Management Consultants Association's stepped-up efforts to attract new members paid dividends in 2011, with overall membership up 7% for the year. |
Financial Advisor
June 2004 |
Letters To The Editor Advisors Should Evaluate Annuities... Clearing Up Confusion... |
Job Journal
August 24, 2003
Julia Hollister |
Careers in Finance Explore the world of finance, and you may find an offer you can't refuse |
Registered Rep.
April 11, 2014
Diana Britton |
Is the CFP Board Losing Credibility in the Eyes of Advisors? WealthManagement.com surveyed 321 CFP holders and found that one-third believe the recent scandals detract from the perceived value of the designation. |
Registered Rep.
March 9, 2007
Christina Mucciolo |
What's In a Name? If You Are a Fiduciary, a Lot. But Are CFP Certificants Fiduciaries? Financial planners who hold the Certified Financial Planning designation have been tussling with the CFP Board, which controls the CFP designation, over the designation's ethical standards. |
On Wall Street
May 1, 2011 |
Five Questions With Sean Walters Sean Walters of the Investment Management Consultants Association shares his thoughts on the industry and credentialing programs. |
Financial Advisor
April 2004
David Diesslin |
CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards. |
Financial Advisor
December 2010
Jeff Schlegel |
Opening The Doors The industry needs to attract younger advisors, but do opportunities exist? |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
The Motley Fool
December 14, 2010
Dayana Yochim |
How to Tell Your Advisor's Real Agenda This four-step background check will reveal whether you're about to get sound advice, or advice that just sounds good. |
Financial Planning
November 1, 2007
Kathy Gevlin |
How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant. |
Financial Planning
January 1, 2007 |
Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc. |
Financial Advisor
May 2004 |
Frontline News Saving for college costs through 529 plans is a strategy that's gotten a lot of attention from advisors and their clients during the past few years. Lately, however, the investment vehicles are undergoing a different type of scrutiny: investigations by regulators. |
Financial Advisor
January 2005 |
Letters to the Editor Judging Risk Tolerance... Major Issues Are Missed... |
Job Journal
January 20, 2008 |
Accelerate your Earning Potential If your New Year's resolutions to earn more money and advance your career are unfulfilled year after year, it's time to take action to improve your attractiveness to employers, both current and potential. Here's how. |
Financial Planning
January 1, 2005 |
Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc. |
