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Company: Institute of Advanced Financial Planners

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Young female hands tablet with red and blue charts analyze concept calculation

“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson

succession planning

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

  • By: Katie Keir
  • September 24, 2021 September 24, 2021
  • 15:29
closeup of sheet of paper filled with calculations with pencil

The organization is recognizing the education and skills that CFAs already possess

  • By: IE Staff
  • October 5, 2020 October 15, 2020
  • 11:40
mature woman with tablet

A tax expert at the IAFP symposium discussed the factors to consider

This year’s theme was “Making Financial Planning a Recognized Profession”

  • By: IE Staff
  • June 6, 2019 October 17, 2019
  • 13:53

The similarity of Advocis’ IAFE could create confusion

New name of relaunched CLU could create confusion with IAFP, ruling states

Women in Capital Markets honours three professionals at annual awards luncheon

Bryce Cross has now won in this competition for the second time in its short three-year history

Mandeville, Smart Money introduce WealthPort service

The third annual competition requires students to prepare a document and video on whether robo-advisors will help clients’ meet their financial planning needs

The IAFP focuses in on increasing its membership

The institute, which grants the RFP designation, is dealing with challenges related to declining membership due to retirement and competition