article thumbnail

How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update

Nerd's Eye View

To earn the CFP marks, candidates must fulfill four key requirements: Education (holding a bachelor's degree and completing the required coursework through a CFP Board registered program), Exam (passing the 170-question CFP exam), Experience (gaining hands-on experience providing financial advice to the public), and Ethics (acting as a fiduciary).

CFP 237
article thumbnail

Trends in Educational Attainment in the U.S. Labor Force

Calculated Risk

The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through April 2025. Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.5% labor force by educational attainment since 1992. Here is some data on the U.S.

Education 162
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Cornerstones to Growth: Referrals and Education

Wealth Management

Bradshaw Rogers Financial Partners prioritize client satisfaction through social events, educational events and regular portfolio updates.

Education 246
article thumbnail

NAIFA advocacy meets growing demand for financial literacy education

NAIFA Advisor Today

That powerful statistic should prompt action from policymakers, educators, and communities nationwide. According to a 2024 report by Tyton Partners and Next Gen Personal Finance, just one personal finance course in high school can translate into a lifetime benefit of nearly $100,000.

article thumbnail

FLX Networks’ New Program Aims to Educate Advisors on Closed-End Funds

Wealth Management

However the market remains under-served when it comes to education and thought leadership. Closed-end funds can help advisors achieve alpha for their clients, said FLX's CEO.

Education 289
article thumbnail

Performance Wealth Launches Trio of Education Initiatives

Wealth Management

billion AUM firm has launched programs providing education and support to recently retired individuals, next-gen investors and student athletes. Since mid-May, the $2.4

Education 246
article thumbnail

Alternatives Education Is Essential For Financial Planners

Wealth Management

Addressing these concerns requires collaborative educational efforts the industry. Planners and clients face challenges and concerns regarding liquidity, fund structures, tax implications, and fees associated with alternative investments.

Education 246