Browsing Tag
Designations
9 posts
Big Firms Help CFP Professional Ranks Top 100,000 Threshold
CFP Board says leading financial firms championed growth of Certified Financial Planner ranks with a record 6,541 new certificants in 2024
FTX Meltdown Doesn’t Alter Crypto 401k Prediction: Ric Edelman
‘If all you ever do is look at bitcoin’s price, you’d swear that it’s a tulip bulb or a Beanie Baby,’ Edelman said
Retirement Income Planning: Consumers Want It, Advisors Want to Learn More About It
New research from The American College of Financial Services reveals consumers and advisors are aligned on the need for this specialized service
First Advisor-Focused Behavioral Finance Designation Debuts
We’re big believers in the merits of behavioral finance here at 401k Specialist, so we were intrigued to…
Fi360 Earns Accreditation for AIF Designation
The AIF is now accredited. Fi360 announced Tuesday that its Accredited Investment Fiduciary (AIF) designation has been …well,…
SPARK, TRAU Combine 401k Training Programs
The SPARK Institute and TRAU (The Retirement Advisor University) announced Friday that they’ve agreed to combine their industry…
Wade Pfau to Head RICP Designation at The American College
In a move that should come as little surprise to anyone familiar with Wade D. Pfau, Ph.D., CFA,…
Celebrate Compliant Times, Come On: It’s National Fiduciary Day!
It’s like Christmas coming early! Less than a year after National Fiduciary Day last March 22, today –…
Chartered Retirement Plans Specialist Designation Updated (For Good Reason)
Get with the times, at least with the education and designations 401k advisors choose to better serve plan…