In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner’s name. It’s no different with financial advisers, who use ...

How do I save for retirement and pay down debt at the same time? What are the right investments to help me retire early? What’s the best way to leave a legacy for my family and favorite charities, and ...

It’s important to understand that a designation or title is not the same as a certification or license. The requirements for having a title range from rigorous to nothing. Why do people spend more ...

In 2010, Congress passed the Dodd-Frank Wall Street Reform and Consumer Protection Act which created the Financial Stability Oversight Council (FSOC) and empowered it to designate non-bank financial ...

When it comes to professional development, financial advisors have many options. Today’s learner can watch three-minute “how-to” videos, engage in microlearning, peruse articles, attend webinars or ...

The retirement income certified professional (RICP) and certified financial planner (CFP) are two certifications for financial advisors. Here’s how they differ, in terms of training and professional ...

To grow your career in accounting or finance, consider boosting your knowledge and credibility with these certifications.

The alphabet soup confusion faced by investors has led the Securities and Exchange Commission and the North American Securities Administrators Association to issue a note about the plethora of ...

If you are looking for professional help with your money, it helps to know the difference between a financial counselor and a ...

As advisors seek to advance their careers, there are myriad financial designations and certifications to pursue. Knowing where to invest their time and money is critical to success.

More than 1,600 financial advisors have rushed to register for a new tax-planning certification, hoping to add to their skill sets as wealth and taxes become more intertwined. Historically, advisors ...

Due to pervasive financial abuse of America's senior citizens, the Certified Financial Planner Board of Standards is urging the adoption of a set of standards for financial planning designations. A ...