Blog

FINRA Outlines New Suitability Requirements

By Michael Sorrow

The date of July 9, 2012, marks the implementation of new FINRA rules governing the suitability requirements of brokers under Rule 2111. While many see this as the first foray into a new set of regulations and harmonization of the true fiduciary standards that RIA’s must meet, these new rules and standards push brokers to…

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NOTICE: CFP Program Annual Course Updates

By Dan Madden, CFP®

In the next 6 days, we will be introducing updates to both the Estate Planning and Retirement Planning courses, in that order.  The updates will center on 2012 inflation adjustments. To ensure your success, if you are close to taking an exam, you will see an “Updates for the Course Midterm/Final Exam” link above the…

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CFP Board Promoting the CFP® Certification

By Dan Madden, CFP®

In the past few years, through extensive research, the CFP Board identified a need to better educate the general public about the need for financial planning and the unique advantages that can be provided by CFP certificants. In response to this need, the CFP Board has undertaken a large advertising and awareness effort to inform…

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CFP Board Changes Bankruptcy Rules

By Michael Sorrow

With the difficult economic situation the last few years, bankruptcy filings for CFP professionals have been on the rise.  Historically, the CFP Board has had strict guidelines limiting anyone who has filed bankruptcy from getting the CFP certification.  However, effective July 1, 2012, the CFP Board is implementing a new bankruptcy rule applicable to all…

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We All Learn Differently

By Dan Madden, CFP®

Styles of Learning: Online vs. In-class Visual vs. Auditory Self-paced vs. Scheduled In our normal conversations with both prospective students and current students, it is abundantly clear that we all learn in different ways.  That was brought very clearly to my attention in two phone calls I had one afternoon.  The first student, whom we…

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CFP Board Changes Experience Requirement

By Michael Sorrow

The CFP Board has recently altered a key component to CFP certification – the experience requirement. Previously, those seeking CFP certification were required to gain three (3) years of relevant financial planning experience prior to the CFP Board of Standards issuing the CFP marks. On September 1, 2012, the Board will now recognize two (2)…

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Top Cities for Finance Jobs

By Dan Madden, CFP®

Even in this difficult market, the demand for qualified financial professionals doesn’t change.  Both the consumer and firm are continually seeking individuals who can bring proven knowledge and application – the kind found in the CFP® Certification. And if you happen to be living in or near any of the 10 cities listed in a recent…

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Job Outlook for CFP Professionals

By Michael Sorrow

The CFP certification continues to gain ground as a standard in the financial services industry for not only those already in the financial services business, but career changers as well. Within the past week, the U.S. Department of Labor and Statistics updated their Occupational Outlook Handbook noting an extremely positive job outlook for Financial Planners.…

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Benefits of Accelerated Online CFP Programs

By Dan Madden, CFP®

With any new endeavor, there is always the question of whether or not you’re qualified.  It’s no different when beginning the CFP® Certification process.  For all of the career changers, or even those who only have experience in one of the major areas, there’s a concern that you’ll need some kind of base of knowledge regarding…

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