InvestmentSense

2020 served as a new Renaissance for learning & development. But like all periods of great expansion, there are opportunists whose efforts degrade the field, rather than improve it.

2020 served as a new Renaissance for learning & development. But like all periods of great expansion, there are opportunists whose efforts degrade the field, rather than improve it. This article is part 1 of three series that addresses best practices if you are developing and delivering credentialed solutions for professionals, and what to watch for if you are seeking professional development.

Continuing education is important not only to our industry but to consumers. Our industry is constantly changing, we have seen the industry evolve over the last 70 years greatly; from new technologies, and products to portfolio management theories. Continuing education is necessary for our industry and for financial advice professional to stay current with the latest developments, skills, and new technologies. Not only that, studies have shown that continuing education can boost confidence and...

Recently, The Wall Street Journal criticized the Certified Financial Planner Board of Standards (CFP Board) regarding the integrity of their search directory for CFP^® professionals that resulted in a lot of commentary and confusion. As a certifying body like the CFP^® Board, the Investments & Wealth Institute would like to clarify some misconceptions brought to light by the article.

Meet—and exceed—client expectations by utilizing a variety of tools and strategies to add value, rather than just working harder.