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Dodging ridicule and winning 'wary' support, the College For Financial Planning will accredit advisors who learn to convince investors to take their advice seriously

After Covid-19 chased investors out of the market at the exact wrong time, the Kaplan-owned company made its move to advance managing emotions as a sanctioned skill in financial planning -- despite too many letters in the alphabet soup already

Author Lisa Shidler November 25, 2020 at 1:40 AM
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David Mannaioni: Many clients in passive portfolios still bailed on the market in the COVID decline this spring only to miss out on the recovery this summer.

Related Moves

Why FINRA's late appearance into smoothie-throwing broker James Iannazzo's life might be rough

It's been about 11 months since Merrill Lynch fired him, and the CFP Board stripped him of the CFP mark; attracting the SRO's attention means more woes.

December 29, 2022 at 1:05 AM

Skip Schweiss exit from TD Ameritrade means the RIA custody business lost its most visible corporate-paid advocate -- for the moment

TD's now ex-managing director of advisor advocacy is set to become the FPA president, but most peers agree the 58-year-old is poised to 'write his ticket' with another custodian or national RIA

August 5, 2020 at 9:33 PM


Mentioned in this article:

The College for Financial Planning

Top Executive: John Sears




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