The Amercian College of Financial Service’s Jared Trexler explains why a focus on advisors’ needs led to multiple 2025 ...

Financial planners and advisors can now take Financial Planning's October continuing education quiz online. Advisors who answer at least eight of the 10 questions correctly can submit the quiz for one ...

FP's general knowledge continuing education quiz is aimed at keeping advisors current on timely, important issues in wealth management — and helping them maintain professional certification.

The term “financial advisor” isn’t regulated, so it’s important to be careful about who you take advice from. While credentials can be a good starting point for choosing a financial advisor, it’s just ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...