Each of these designations carries its own set of skills and expertise, making it crucial for investors to discern the differences when seeking who is best suited to provide financial advice. Kelly ...

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 ...

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 ...

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 ...

Most advisors earn professional designations to show their qualifications, but how do they choose which ones to pursue? The financial industry has dozens of designations, which can be confusing for ...

It iseasy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Association of Financial Advisers ...

Many advisors were encouraged to earn several professional designations to showcase their financial expertise at the start of their careers. But some are now opting out of the alphabet soup of ...