Jan 23, 2012
By Diana Britton
A majority of advisors are marketing themselves as financial “planners,” even though they really don’t provide comprehensive planning services, according to a recent Cerulli Associates report. By adopting the nomenclature, they are hoping they can stay competitive amid the growing trend towards more holistic, one-stop-shops of financial services. ...
Mar 18, 2010
By Jerry Gleeson
The Certified Financial Planner designation is about to become more challenging to obtain. The Board of Standards this month approved a new prerequisite for its two-day certification exam: a 45-hour capstone course on financial planning. But representatives of the three largest CFP education programs—The American College, the College for Financial Planning, and Kaplan University—balked at the proposal....
Nov 1, 2006
Halah Touryalai
Sarah Teslik, CEO of the Certified Financial Planner Board, which monitors and supports the widely used CFP designation, announced in mid-October that...
May 1, 2006
By Jennifer Popovec
Advisors who add a real estate license to their portfolio of skills may stand a better chance of keeping clients happy at home...
May 1, 2006
By Barry Rehfeld
Professional designations are proliferating. Too many seem more devoted to marketing than anything else....
May 1, 2005
By Kristen French
Financial advisor Eric Park loves learning, and his clients love him for it. ...
Mar 1, 2005
By Will Leitch
A.G. Edwards is not the first brokerage firm to encourage its brokers to continue their educations, but the firm has come up with a novel twist: Its continuing education classes now qualify for college credits....
Oct 1, 2004
By Matt Oechsli
To advisors who would ask, Do I need a personal coach? I respond, Michael Jordan had one, and Tiger Woods employs one. Even the best financial advisor...
Jun 1, 2004
BY ALLEN PLUMMER
There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning...
May 1, 2004
John Churchill
Reps now have another designation to pin to their names, and it couldn't come at a better time. As the U.S. population continues to age, the American...
Jan 1, 2003
By David A. Gaffen and David A. Geracioti
For James Gorman, head of Merrill Lynch's U.S. and global private client group, the largest brokerage operation in the world, the question of what financial...
Nov 1, 2002
By Michelle Leder
It hasn't been an easy introduction to the brokerage business for Jody Carmack, let alone any of his classmates who started training at Edward Jones in...
May 1, 2002
By David A. Gaffen
Putting CFP, CIMA, ChFC, AEP etc. after your name may not matter for the book you have, but it matters for the book you want....
May 1, 2002
By Anne Field
So, you've decided it's time to move up to a new professional designation. How do you go about it—and keep your day job?...
