Education

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  1. Articles

    Social Security training course covers program nuts and bolts

    Course covers finer points of Windfall Elimination Provision calculations, but needs more emphasis on claiming strategies.

  2. Articles

    CFP Board moves to strengthen academic underpinning of planning profession

    Group plans a business school-based doctoral program and a journal, and is considering a research facility.

  1. Articles

    How to help minority financial planning students get jobs

    Advisers can help the financial services industry boost its historically poor ethnic diversity even without making those hires themselves. Minority financial planning students need help polishing their communications skills, according to Luke Dean, director of William Paterson University's

  2. Articles

    College saving programs make changes as assets continue to rise

    College savings plans continue to be popular with investors, and sponsors of the nearly 100 different Section 529 plans offered in the U.S. are tweaking fees and other features to attract assets.

  3. Articles

    CFP board navigates rough seas

    Roiled by controversies over compensation disclosure and an attempt to offer its own continuing-education programs, the CFP board is forced to adjust.

  4. Articles

    Florida advisers sue CFP Board

    Husband and wife balk over a disciplinary case the board raised for using the term “fee-only” to describe their compensation.

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    How financially literate are investors?

    How do investors stack up when it comes to financial literacy? Advisers might be surprised to learn which questions had potential investors most at a loss.

  6. Articles

    CFP Board extends reach with massive online course

    The organization behind the Certified Financial Planner credential is teaming with a university to offer the course in 2014

  7. Articles

    Risk management, alts among increased focus of IMCA exams

    IMCA updates curricula of CIMA program to enhance coverage of risk management, alternative investments, behavioral finance and fiduciary responsibilities.

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    6 most common ways Americans fund college

    % Costs Paid in 2013: 5% % Costs Paid in 2012: 4% % Costs Paid in 2011: 4% (Source: Sallie Mae's national study on how Americans pay for college) Advertisement

  9. Articles

    Calif., Mass., N.J. residents best at finances

    Financial literacy is a hot topic. But a new survey shows that residents in many states still have plenty to learn about handling their money. Residents of California, Massachusetts and New Jersey are the best at that, according to a study on money management fundamentals released last week by the

  10. Articles

    Residents in these three states worst at money matters

    Finra survey reveals drop in national financial literacy; 'something wrong with this picture.'

  11. Articles

    CFP Board to launch marketing campaign to increase certificants by 5%

    New $1-million initiative, financed by operating funds, complements public awareness effort.

  12. Articles

    No C-E change as CFP Board scraps controversial plan

    Proposal would have hiked continuing-education requirements for registrants; no shortage of comments.

  13. Articles

    Advisers irked by American College's jumping on Goldfarb news

    CEO Barton calls it "sad day" for CFP Board; critics note College lacks similar disciplinary process.

  @IN Wire

Mar 07 10:29PM
10 professions that need the most coffee to survive - I Love Coffee http://t.co/3XfZW17f0c
Mar 07 10:00PM
"J.P. Morgan Securities goes on recruiting offensive" http://t.co/Ag4rX0oR04 good read

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