A good financial advisor can get you to stick to your long-term plan when things get rough. Here are 5 different types to ...

"A private wealth manager will address more complex client ... advanced portfolio tax management," says Nathan Imboden, a certified financial planner who serves as vice president and personal ...

These courses will also prepare you to sit for the Certified Government Financial Manager (CGFM) exam sponsored by the Association of Government Accountants. If you decide to matriculate later on, ...

There is no certification to become a financial advisor, but there is to become a certified financial planner. To get that you'll need to complete coursework on financial planning through a CFP ...

A Certified Financial Planner (CFP) is a trade-industry designation for advisors and other professionals in the financial field. CFPs must have a certain amount of experience, pass a rigorous exam ...

The portfolio manager narrows those ideas down to the ... chartered alternative investment analyst, certified financial planner or other certification. The ability to conduct quantitative analysis ...

Earning the "certified retirement financial adviser" credential does involve financial training, but it's a self-study or four-day course and only requires passing a 100-question multiple-choice exam.

These can include other FINRA exams, such as the Series 6 or Series 7, and credentials, such as the certified financial planner (CFP) or certified financial advisor (CFA). In fact, many states ...