Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

License requirements to work as a financial advisor vary widely. Generally, depending on your practice, you will most likely need to take either the Series 6 or Series 7 exams as well as the Series 63 ...

Discover whether obtaining a securities license is worth the effort for financial planners. Learn about the benefits and ...

With five years of experience as a writer and editor in the higher education and career development space, Ilana has a passion for creating accessible, relevant content that demystifies the higher-ed ...

Explore how financial advisors and financial planners differ.

Myles Clements was only a year or so into his career as a financial advisor when he decided to become a chartered retirement planning counselor, or CRPC. "When you're coming out of college, you have a ...

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A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

As lawyers seek new ways to build their businesses, some are obtaining financial credentials. The ranks of certified financial planners are swelling nationwide, but the number of lawyers so designated ...