article thumbnail

CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?

Nerd's Eye View

Given the substantial risk that CFP Board’s increase in certification fees is funding the marketing efforts of product manufacturers, there are steps that CFP Board can take to ensure that fee increases are actually supporting the long-term expansion in the number of financial planners. Read More.

CFP 246
article thumbnail

Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

Ethics 245
Insiders

Sign Up for our Newsletter

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

article thumbnail

Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

Education 246
article thumbnail

The Market For “Lemons” In Financial Advice: How Higher Standards Can Lower Costs And Increase Access To Advice

Nerd's Eye View

In his paper, Akerlof suggests three strategies that could be used to counteract the effects of quality uncertainty and increase consumer confidence: licensing, quality guarantees, and branding.

article thumbnail

21 High Paying Medical Jobs Without A Degree To Explore

Clever Girl Finance

Educational requirements: High school diploma or your GED and a patient care technician certificate. If you want to be a paramedic, then training, passing exams, and getting licensed as a paramedic is required. You might also be required to conduct healths coaching sessions and pass a certification exam.

Medical 80
article thumbnail

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Investment adviser representatives (IARs) who charge clients fees are also required to take their licensing exams, among many other legal requirements. .

article thumbnail

The 16 Best Jobs For Moms With No Degree

Clever Girl Finance

However, bear in mind that doing so may require obtaining specific licenses depending on which state you live in. Requirements: Love for taking care of children Licenses if opening own daycare center 2. Requirements: Strong communication skills Some employers may require sales associate certifications 4.