New education offerings will help candidates prepare to write the Canadian Investment Regulatory Exam and the Retail Securities Exam -- Features include personalized learning pathways, interactive ...

Advisors can maintain professional certifications while keeping up to date on important issues in tax planning, compliance ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...

Discover what sets the Chartered Financial Consultant (ChFC) designation apart, including course details, industry benefits, and continuing education requirements.

Jimmy 'MrBeast' Donaldson has 460 million subscribers.

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

The awards were presented during the 2025 AFCPE Symposium, which welcomed more than 700 in-person and virtual attendees. "We are honored to celebrate this year's AFCPE Award recipients," said Rachael ...

Four years ago, when the National Collegiate Athletic Association began allowing name, image and likeness pay for student athletes, financial advisor Pat Brown heard from his alma mater. The onetime ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.