On top of that, clients probably do not know one designation from another, according to Jerry Schreck, senior vice president for advisor education and training at Osaic Financial Services, a $700 ...
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.
Financial services advertisers must navigate platform certifications, disclosures and targeting restrictions while creating ...
What is CFP Certification, and why is it considered the gold standard in financial planning? The CERTIFIED FINANCIAL PLANNER ...
Over 4,000 Certified Financial Planners (CFPs®) were added nationwide in 2024, bringing the current total up to 103,093. Meanwhile, the number of CFPs® in some states can also shift when ...
M&A presents an attractive growth driver and we plan to pursue companies with complimentary solutions,' says Peter Tsang, ...
The $10.5 million the State of Louisiana provided to help people pay for job training and industry certifications ran out six months ahead of schedule.
College for Financial Planning—a Kaplan Company launches ETFs & Portfolio Construction Certificate Program in collaboration w/iShares® by BlackRock.
Mike Foster, the grants provide financial support for students looking ... community and technical colleges and a handful of other training programs the state Board of Regents has approved.