The rules and requirements for how to become a financial advisor can be murky, but that shouldn’t deter you from pursuing ...

The CFP exam is a computerized six-hour, 170-question beast of an exam designed to test your ability to apply a range of ...

The Financial Advisor Training Institute announces a new milestone in guaranteeing a base salary of $50,000 for graduates of the program while bolstering a 85% success rate and a 100% placement rate.

As wealth management firms compete for top financial advisor talent and confront the need to recruit aspiring professionals, one company launched its potential solution to those problems. "To me, it ...

Charitable Impact today announced the launch of Introduction to Donor-Advised Funds, a CIRO-accredited continuing education (CE) course designed to teach financial advisors how to integrate charitable ...

In the more than two decades she has been in financial services, Katrina Lessard has had her share of industry coaching and training. But nothing comes close to what she has experienced with The Elite ...

Advisor training isn’t a glamorous topic, but it’s critical to the success of wealth management businesses. Well-trained advisors and staff create a positive client experience, which makes for ...

Training programs help keep young advisors in a profession where the failure rate is notoriously high.

Legislation that would allow the use of funds from 529 college savings plans to finance education and training for professional designations — including financial advisor credentials — is attracting ...