Financial advisors seem to fall into two schools of thought regarding the way they present their designations. There’s the minimalist approach, in which advisors pursue relevant credentials to enhance ...

I've always thought that if you really knew what you needed to know to pick the right financial adviser, you probably wouldn't need one. While there are plenty of investors who navigate the stock and ...

Two things are clear from the results of this year’s Account Managers’ Report Card: education remains a priority for banks and credit unions, and designations have become less a choice and more a ...

The Financial Services Regulatory Authority of Ontario (FSRA) has approved another credential under the province’s title protection regime. The personal financial planner (PFP) designation has been ...