Erika Penner had prided herself on being a generalist for years after she began her financial planning practice in 1998. But by 2006, Penner’s clients began to require more guidance in the post-retirement portion of their plans, so Penner began looking for ways to hone her skills in retirement-income planning. “I was dealing with a […]
Rather than rules, regulators could establish guidelines to promote clarity
In the global economy, it pays to have credentials that are accepted in other countries
Graduation of first CSWP students an important milestone in the professionalization of financial advice
Credential offers advisors opportunity to become experts
Designation helps advisors and their credit unions gain a greater share of wallet
Designations that deal with divorce, elder planning can give your practice a unique value proposition
A brief guide to financial services qualifications for advisors
Business schools recognized for curriculum closely tied to professional practice
Despite the volatile markets, advisors are placing a greater focus on obtaining key designations (includes chart)