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The 15 Top-Ranked Online Certificate Programs for the CFP Exam

In response, we present the first qualitative ranking of the nation’s online CFP programs. (This ranking is limited to online, instructor-led programs. In a previous article, we evaluated degree-granting on-campus programs for financial planning.) There are two conventional paths for completing the educational requirements to sit for the CFP examination. One calls for enrolling in a college or university accredited by the CFP Board, passing a minimum of six courses covering the core topics in financial planning and demonstrating proficiency in integrating all the lessons by completing a capstone course. This path appeals to traditional students exploring career-entry points into financial services as they earn their undergraduate or graduate degrees. ....

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What is a financial planner? | Financial Planning

What is a financial planner? | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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How to be a trusted adviser - InvestmentNews

How to be a trusted adviser
Professional relationships are evolving. Consumers no longer want an expert proxy making decisions for them, they want a problem-solving partner who can guide them.
April 29, 2021
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The world was very different when financial planning was born than it is today. When the first class of certified financial planners graduated in 1973, clients’ life road map was clear: They went to college or learned a trade, bought a house, had 2.4 kids, worked for a company that did the saving for them in a defined-benefit plan and retired on a pension at age 65.
Today, some people retire at 40 while others work willingly at 75. More and more people semi-retire and pursue things they’ve always wanted to do. People change jobs at a frequency measured in years, rather than decades. And the way that families look and function has shifted just as dramatically over the decades. ....

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Seven Advisors from Mercer Advisors Named to the 2021 Forbes Top Women Wealth Advisors List

Seven Advisors from Mercer Advisors Named to the 2021 Forbes Top Women Wealth Advisors List
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Julianne Andrews, Jennifer Baick, Jessica Caruso, Laura Combs, Judith McGee, Cathy Miller, and Tracey Turko all recognized for offering exemplary service in a year of unprecedented challenges by industry leading financial magazine
Women now hold over 50% of client-facing roles at the firm, significantly higher than the industry average and we are extremely proud of these seven outstanding financial professionals.
DENVER (PRWEB)
April 26, 2021
Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that seven senior wealth advisors were named to the Forbes Top Women Wealth Advisors’ List. Each advisor, selected by SHOOK Research, is chosen based on qualitative and quantitative criteria, including: in-person interviews; industry ....

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Eileen Sharkey remembered as legendary financial planning pioneer

Eileen Sharkey remembered as legendary financial planning pioneer
Sharkey leaves a solid legacy as a mentor, friend, colleague, educator and staunch proponent of quality financial advice.
April 26, 2021
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The financial planning industry is mourning the passing of Eileen Sharkey, one of the industry’s pioneers, who leaves a solid legacy as a mentor, friend, colleague, educator and staunch proponent of quality financial advice.
Sharkey, co-founder of the Denver, Colorado-based financial planning firm Sharkey Howes & Javer, died April 19 due to recently developed medical complications, according to a statement from the firm.
She was 75 and is survived by her husband Jim Darling. ....

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