FPA Forms Advocacy Council for Members
By Janet LevauxThe Financial Planning Association wants advisors to have a "strong voice" with regulatory and certifying bodies.
April 27, 2015
IMCA Launches Online Behavioral Finance ProgramThe program will be delivered by noted behavioral finance experts like Dan Ariely.
February 11, 2015
IMCA to Offer Online Courses With MIT Sloan for CIMA CertificationProgram joins business schools at Penn, Chicago and Carnegie Mellon in offering educational component for CIMA candidates.
December 16, 2014
CFP Board Calls First Computer-Based Exams a ‘Success’CFP Board CEO Kevin Keller congratulates those who passed what he called a very rigorous exam.
December 02, 2014
Special needs account bill includes PEO provisionA certified PEO would be able to take full responsibility for paying a client's employment taxes.
September 16, 2014
Clients Demand More Certifications, So Advisors Seek Them: IMCAThe largest group of CIMA applicants for the first half of 2014 was independent advisors, IMCA CEO Sean Walters and Chairman John Nersesian said.
September 16, 2014
New Digital Currency Council to Establish Best PracticesThe former CEO of the Institute for Private Investors has just launched the Digital Currency Council.
August 28, 2014
CFP Board Hires Loper to 'Strengthen' CFP MarkJohn Loper will be director of corporate relations, playing a key role in encouraging top firms' "preference for and investment in CFP certification."