Graduation of first CSWP students an important milestone in the professionalization of financial advice
Credential offers advisors opportunity to become experts
Designation helps advisors and their credit unions gain a greater share of wallet
Designations that deal with divorce, elder planning can give your practice a unique value proposition
A brief guide to financial services qualifications for advisors
Business schools recognized for curriculum closely tied to professional practice
Despite the volatile markets, advisors are placing a greater focus on obtaining key designations (includes chart)
Alternative investment designation gives advisors a better understanding of strategies and how they work
The Institute of Advanced Financial Planners (IAFP) has for the second time successfully defended its Registered Financial Planner (R.F.P.) certification mark. This time it was from infringement by an organization planning to launch the U.S.-based RFC designation in Canada. After correspondence with the IAFP, the newly formed Canadian office of the International Association of Registered […]
The North American Securities Administrators Association announced that its membership has approved a new model rule prohibiting the misleading use of senior and retiree designations.The model rule prohibits the misleading use of senior and retiree designations while also providing a means by which a securities administrator may recognize the use of certain designations conferred by […]