Obtaining professional designations will help advisors offer greater value-added services in the years ahead
The Certified Financial Planner Board of Standards says senior investors are particularly vulnerable to confusion about professional designations.
The Certificate in Investment Performance Measurement is the only professional designation dedicated to investment performance analysis
Knowledge Bureau to provide the education component of the RPA designation certification program
Only a minority of clients are aware of their financial advisor’s designations and ethical requirements
New research reveals investors’ trust in their financial advisors and confusion about the terms of their advisory relationships
Go for credentials that will add value – not just letters
Erika Penner had prided herself on being a generalist for years after she began her financial planning practice in 1998. But by 2006, Penner’s clients began to require more guidance in the post-retirement portion of their plans, so Penner began looking for ways to hone her skills in retirement-income planning. “I was dealing with a […]
Rather than rules, regulators could establish guidelines to promote clarity
In the global economy, it pays to have credentials that are accepted in other countries