August 01, 2012
CFPs Add Value, Are More Productive: StudyFinancial advisors who carry the CFP designation add value to their firms, are more productive and provide a higher level of client satisfaction, according to the results of a new study from Aite Group.
January 31, 2012
IMCA Brings CIMA Certification Program to Chicago’s Booth Business SchoolIMCA CEO Sean Walters says competition has grown among education providers for credentialing programs, and he predicts closer regulatory scrutiny will reduce the number of certifications.
January 18, 2012
CFP Board Mulls Changes to Disciplinary Approach on BankruptciesThe Certified Financial Planner Board of Standards announced Wednesday that its seeking comments by Feb. 17 on whether to modify the way the Board handles bankruptcy filings by CFPs.
October 31, 2011
Carr Develops Caregiver Certification ProgramAn elder law lawyer and ordained minister hopes to pass what she has learned about aiding the elderly on to others.
October 31, 2011
Carr Develops Caregiver Certification ProgramAn elder law lawyer and ordained minister hopes to pass what she has learned about aiding the elderly on to others.
August 29, 2011
CFP Board Proposes Changes to ‘Experience Requirement,’ Disciplinary RulesThe CFP Board is seeking comments on proposed amendments to its experience requirement for initial CFP certification as well as revisions to its Disciplinary Rules and Procedures.
June 17, 2011
AHIP 2012 Medicare Advantage and Part D Certification Not Supported on Popular BrowsersIf you went on the www.medicareonlinetraining.com website and saw this, you are not alone.
June 17, 2011
Insurance Product Training: June 20th - June 27thDo you need insurance product training?
June 17, 2011
Insurance Product Training: June 20th - June 27thDo you need insurance product training?
May 11, 2011
Reg S-P Update: SEC Allows CFP Board to Disclose Applicants’ RecordsThe SEC's no-action letter will allow advisors and BDs to share customer complaint information with the CFP Board beyond the old two-year window.