There is no certification to become a financial advisor, but there is to become a certified financial planner. To get that you'll need to complete coursework on financial planning through a CFP ...

The Investments and Wealth Institute's updates – covering investor psychology family dynamics, and other areas – are set to ...

Don't be afraid to ask your adviser if they're keeping up with industry developments and their own training. How else can you ...

Earning the "certified retirement financial adviser" credential does involve financial training, but it's a self-study or four-day course and only requires passing a 100-question multiple-choice exam.

"Advisors who hold all three Institute certifications ... more likely than non-certified advisors to implement family governance programs, educate heirs on financial management, and develop ...

If you're an estate planner—or need one—learn about these certifications Reviewed by Margaret James Fact checked by Vikki ...

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...

When selecting an adviser, make sure you understand their training and experience and ... Chief Executive Officer, Certified Financial Planner Board of Standards, Inc. (CFP Board) Kevin R.

"In fact, our recent study with CEG Insights found that teams with CPWA-certified advisors ... The CPWA certification is an advanced professional certification for financial planners and wealth ...

Mollie Kaiser, an accomplished financial advisor at Strategic View Advisors, contributes invaluable guidance to clients and ...