CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

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.

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 would be well served, especially when they are relatively new to the industry, to start with earning a broad-based certification, such as the CFP or ChFC (Chartered Financial Consultant) ...

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Ask about their credentials, make sure they’re a fiduciary and figure out exactly how they get paid. Remember, choosing a financial advisor is like choosing a doctor, only for your money.

The type of advisor that is better for you depends on what your financial needs are. For core investing and planning advice, ...

Planners with these designations at least have a proven level of competency within financial planning and investing. For more see What kind of credentials should a planner have? To come up with ...

The College for Financial Planning has partnered with BlackRock to introduce a certification for financial advisors who are ...

Financial advisors and accountants are both financial professionals who assist clients with different aspects of their financial lives. While both jobs involve financial analysis, there are ...

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service ...

Advisors would be well served, especially when they are relatively new to the industry, to start with earning a broad-based certification, such as the CFP or ChFC (Chartered Financial Consultant ...