Tag: Continuing Education

The courses, approved by the North American Securities Administration Association, will provide investment advisory representatives with training on best compliance practices, investment products and ethics.

The increase in gender and racial diversity among CFP professionals supports the board’s goal of increasing public access to competent and ethical financial planning.

Mentoring relationships can bring a host of benefits to young advisers, according to LIMRA research.

Worksite wellness education can help employees ease economic stress and counteract these distractions.

Merrill Lynch and the University of Southern California Leonard Davis School of Gerontology announced a training program that provides insight into the opportunities and challenges of increasing longevity.

The Internal Revenue Service (IRS) will host a webinar about defined benefit plan issues on September 18.

Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the fiduciary duty to understand how their service providers’ Web offerings match the competitions’.

A new report urges U.S. retirement plan regulators to examine and emulate other countries’ efforts to improve employee spend-down options for post-retirement years.

When compared with their spouses, married men are 58% more likely to be a couple’s primary contact with a financial adviser.

A new poll reveals employers who sponsor equity compensation plans have an important part to play in educating employees.

It’s National Save for Retirement Week, and ING U.S. is using the event to promote a multimedia customer education campaign ending October 26.

Mutual fund data was made available on Zephyr Associate Inc.’s website for investment professionals globally, StyleAdvisor.com.

A support tool and program suite for advisers from Schwab Retirement Business Service combines investment management tools, and fiduciary and plan design training.

The Guardian Insurance & Annuity Company Inc. (GIAC) unveiled a website to help plan sponsors and plan participants navigate the 401(k) marketplace.