NOTE: Due to recent changes in CFP Board requirements, past online continuing education exams may differ from printed exams.
by H. Kent Baker, Ph.D., CFA, CMA; and Victor Ricciardi, APC
Understanding fundamental human tendencies can help financial planners and advisers recognize behaviors that may interfere with clients achieving their long-term goals.
by Niko Karvounis
Millennials are a legitimate consumer class that’s reaching the age where they acknowledge that acquiring financial advice is becoming a necessity. Learn how to reach them.
by Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBC; and Wade D. Pfau, Ph.D., CFA
When retirements begin in overvalued market environments, an accelerated rising equity glide path shows potential to provide downside risk protection for retirees.