When it comes to professional certifications, there’s no shortage of niche options for financial advisors eager…
Tag: Certifications and licensing
Former CFA Institute executive charged with embezzling millions
The CFA Institute’s former chief marketing officer was charged with embezzling nearly $5 million from the…
CFP Board launches expedited bankruptcy, misdemeanor reviews
New procedural rules announced last week by the CFP Board, set to take effect May 23,…