The CFA designation is considered to be the key certification for investment professionals. Find out what the CFA signifies for candidates and investors.

In professions like medicine, law and accounting, you will commonly see professional credentials — MD, JD, CPA — after a practitioner’s name. It’s no different with financial advisers, who ...

As advisors seek to advance their careers, there are myriad financial designations and certifications to pursue. Knowing where to invest their time and money is critical to success.

There are dozens of financial adviser credentials and designations, far too many to digest. But if you’re going to shop for a professional adviser within this trillion-dollar industry ...

Financial advisors can live and die by the letters following their name on their business card. The professional designations and certifications you hold often say more about you to clients than ...

As Steeno puts it, "Just about anyone can call themselves a financial planner." To ensure you're choosing an experienced and knowledgeable professional, look for professional designations such as ...

Some clients, however, develop long-term professional relationships with their CPA that can be just as personal as their relationship with a financial advisor. In terms of designations ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...