Thomas Lavrakas is a financial writer and editor with more than 20 years of experience in equity research, life insurance, US and international politics and journalism. He has worked for Standard ...

Financial certifications demonstrate a professional’s expertise in the financial services industry, whether the focus is on accounting, financial planning or investing. These certifications typically ...

A proliferation of financial designations has flooded the professional marketplace. The need for greater specialization brings an increased granularity to the profession and the evolution of financial ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

When you’re looking for a financial advisor, you’ll see any number of certifications and credentials listed on the business cards and websites of prospective candidates. From CPAs to CFAs, ChFCs to ...

If you're an estate planner—or need one—learn about these certifications Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit ...

SAN MATEO, Calif.--(BUSINESS WIRE)-- Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced the launch of the online course “AI in Financial Services.” ...

If you want to out-earn your rival advisors, you've got to out-learn them first. That's the bottom line from a new report by the Investments and Wealth Institute, which broke down how advisors with ...

Wake Forest University will open a professional hub for financial services and fintech in uptown Charlotte, it announced Feb. 28. The program comes via a partnership with Kaplan, an education services ...

The financial industry is packed with acronyms that can easily overwhelm consumers. The Financial Industry Regulatory Authority, or FINRA, lists 242 professional designations for financial ...