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, ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

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

High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial planning background ... the pre-study educational component. Steps to Certification ...

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 ...

It's a mark of an advisor's ... A CFP is a financial professional who has met the training and experience requirements of the CFP Board, passed the CFP certification exam and committed to the ...

These are people with postgraduate qualifications who are trained to look at a client’s financial needs holistically and ...