Discover top financial designations, their requirements, and how they can boost your career in financial services. Get ...

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 ...

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 ...

Clients seek out advisors they can trust to be professional, competent, and effective. They want to know that their financial advisor is not only experienced but also highly knowledgeable in the areas ...

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 ...

So, you are ready to consult a certified financial expert who can help you manage and grow your money to achieve your financial goals. But you have noticed that people in the field have ...

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 ...

Wealth managers proudly display a long list of designations and degrees after their signatures — CFP, MBA, CPA, CFA, etc. — and deservedly so, considering the effort involved in achieving those titles ...

Are more disclosure rules on the horizon for advisors? The Consumer Financial Protection Bureau recommended in a report released Thursday that advisors should be required to disclose information ...