Courses taught using web conferencing software
Investors and financial institutions place higher premium on experience, expertise and credentials
Program aims to help planners achieve the RFP designation
Obtaining professional designations will help advisors offer greater value-added services in the years ahead
The Certified Financial Planner Board of Standards says senior investors are particularly vulnerable to confusion about professional designations.
The Certificate in Investment Performance Measurement is the only professional designation dedicated to investment performance analysis
Knowledge Bureau to provide the education component of the RPA designation certification program
Only a minority of clients are aware of their financial advisor’s designations and ethical requirements
New research reveals investors’ trust in their financial advisors and confusion about the terms of their advisory relationships
Go for credentials that will add value – not just letters