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.

High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial ... Steps to Certification The CPWA® certification program requires that candidates ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

It’s no different with financial ... advisers and thus the quality of financial advice for consumers. Instead, we’ve seen an influx of credentials with weak ethical and competency requirements ...

Certified financial planners ... evaluate the educational and regulatory requirements. But above all, consider where your heart lies. Being a financial advisor requires technical knowledge ...

The Advisor Certification Program is a multi-level program that covers five proficiency areas, aligned with the Global Community for Academic Advising’s Core Competencies Model and framework (NACADA, ...