Professional Education Articles

  1. Accredited Financial Counselor: An Introduction

    This designation is highly relevant as it allows you to help the middle- and lower-income population in America.
  2. The Future Of Sales Brokers

    The role of the sales broker, as a purely transaction-based salesperson, is changing. Find out what's next for this industry.
  3. A Look At Accounting Careers

    More than just crunching numbers, this career blends detective work with trouble shooting.
  4. The Series 79 Exam: What It Is And When You Need It

    If you're getting into the field of investment banking, you'll need to know all about the Series 79.
  5. The Executor's Checklist: 7 Things To Do Before They Die

    Being an executor comes with a lot of responsibility, and these tips will reduce the complications that can come with the job.
  6. How To Become A Self-Taught Finance Expert

    A wealth of information is at your fingertips, and getting started is easy.
  7. Introduction To The Series 65 Exam

    The Series 65 is required in many states in order to be a fee-based advisor. Find out what it is and whether you need it.
  8. Advisors: Tips For Providing For Older Clients

    Make sure the needs of baby boomers and their parents are met - if not exceeded.
  9. Alternatives To Business School

    Universities don't have a monopoly on information - advance in your career without going back to school.
  10. Financial Analyst Training & Designation Programs

    Time to upgrade your financial skills? These designations are flexible and adaptable to the changing marketplace.
  11. Working In Finance: 5 Forex Careers

    The forex markets can be both exciting and lucrative. Find out what jobs exist in this space and how to get them.
  12. 7 Financial Advisor Red Flags

    Not all financial advisors are equally competent. When in doubt, watch out for these warning signs.
  13. Forex Careers: 5 Professional Designations

    There are no strictly forex programs, but there are still some advanced education alternatives for forex traders.
  14. A Guide To Careers In Accounting Information Systems

    We provide an overview of the types of AIS jobs available, and the education and training requirements to enter this field.
  15. 4 Things To Consider Before Becoming An Estate Executor

    Executing a will takes more work than you might think. Make sure you are up to the task before agreeing to be an executor.
  16. Investing Tips For DINKs

    It sounds like an insult, but many count being a DINK as a financial advantage.
  17. The Series 3 Exam: Creating A Career With Commodities

    The Series 3 exam is the quickest way to diversify sales and add futures to your investing options.
  18. Become A Certified Financial Divorce Analyst

    Use your financial knowledge to help people preserve their financial integrity after a failed marriage.
  19. Banker Or Broker: Which Career Is Right For You?

    Bankers and stock brokers may share similar traits, but there are many differences between the two professions.
  20. An Introduction To The CFA Designation

    The CFA designation is seen as the key certification for investment professionals. Find out what the CFA signifies for candidates and investors.
  21. The Alphabet Soup Of Financial Certifications

    We decode the meaning of the many letters that can follow the names of financial professionals.
  22. Your Portfolio: Time To Cash In?

    The rise and fall of the stock market makes many investors unsure of when to sell their shares. Learn the key factors to consider before liquidating your portfolio.
  23. Hotshots Needed For Commodity Trading Advisor Positions

    If you can multi-task and you enjoy a good challenge, this lucrative career could be a perfect fit.
  24. 5 Questions To Ask Your Potential Financial Advisor

    If you are looking for a financial advisor, you'll need to know the questions to ask in order to fully understand your financial situation and plan.
  25. The Basics Of CFP Designation Maintenance

    The workload doesn't end with your exam. Find out how to keep up your CFP credential.
  26. Top 10 Investments For Baby Boomers

    Find out which investments are most likely to help you achieve your post-work income goals.
  27. Why You Never Hear From Your Financial Planner

    If your financial planner is calling you too often, something might be wrong.
  28. Broker Or Trader: Which Career Is Right For You?

    Find out how to decide between these two financial professions.
  29. Dispelling 5 Myths About Financial Planners

    Raise your returns or lower your losses; these often misunderstood specialists can help guide you.
  30. Tips For Passing The Series 6 Exam

    Find out what you can do during the test to make sure you get a passing score.
  31. Choosing A Tax Preparer

    There are many people and companies that can file your taxes. Find out what each has to offer, and which is right for you.
  32. Major Career Exam? There's An App For That!

    If your smartphone addiction is standing between you and your career goals, check out some of these popular career prep apps.
  33. Earn Big Bucks With A Specialized Financial Career

    Choosing to specialize may be easier for you and more beneficial to your clients.
  34. Audit Stories You Won't Believe

    Take comfort: Even if you do get audited, you'll have an easier time that these unlucky taxpayers.
  35. Breaking Down Financial Securities Licenses

    Find out which exam you need to begin your career as an investment professional.
  36. 5 Stocks Analysts Hate

    Investors often focus on stocks analysts like, but the stocks they hate also have a story to tell.
  37. Do You Need A Financial Advisor?

    Not everyone needs a professional. Find out how to make the call.
  38. Money Can't Buy Happiness, But What About World Series Championships?

    A lot of teams have invested big bucks into winning the World Series. Find out which teams spent the most, and which got the biggest payoff.
  39. Preparing For A Career As A Portfolio Manager

    Find out what it takes to win a spot in one of the most coveted financial careers.
  40. Are You A Disciplined Investor?

    Don't let "financial porn" steer you away from a sensible, long-term approach to investing.
  41. Want A Hot Job? Follow The Money

    The economy is still struggling, yes. But that doesn't mean there aren't some high-demand jobs in finance still out there.
  42. Tips For Resolving Disputes With Your Financial Advisor

    Before you blame your advisor for your losses, be sure you know your rights and responsibilities.
  43. IT Security Auditing

    Find out about this promising career that can match IT with business studies.
  44. Top 6 Ways To Recession-Proof Your Job

    In a recession, financial industry personnel are often hit hard. Find out how to avoid getting the ax.
  45. Myth Of The Week: Millionaires Don't Have To Worry About Money

    Michael Jackson carried an air of aristocracy even among the most elite celebrities, but although he lived like a king, he died in debt.
  46. Helping Your Clients Face The Financial Reality Of Retirement

    Altering retirement plans is tough, but when the retiree is unprepared, it's very necessary.
  47. On This Day In Finance: June 11 - CFA Day

    On this day in 1947, the association of investment professionals was formed.
  48. Academic Careers In Finance

    Working nine months a year and earning a six-digit salary might seem like the high life, but these jobs are not easy to come by.
  49. Find The Right Financial Advisor

    Learn how to weed out those who are just out to make a quick buck.
  50. Sizing Up A Career As A Ratings Analyst

    This competitive field is lucrative, but do you have what it takes to score this job?
  51. Making Sense Of The Tax Code

    If tax rules and regulations are Greek to you, read on to learn how to decipher them.
  52. 10 Steps To A Career In Hedge Funds

    Experience and hard work go a long way toward securing a position in this challenging field.
  53. What You Get When You Pay For Investment Services

    There are three value components in investing. Can you save money by doing some of them yourself?
  54. Solving Mixed Options Problems On The Series 7

    Learn to ace the questions that involve both options contracts and stock positions.
  55. Municipal Bond Tips For The Series 7 Exam

    Learn to distinguish between general obligation and revenue bonds to ace this test.
  56. Full-Service Brokerage Or DIY?

    Determine what you are getting for your fees and commissions and how to get your money's worth.
  57. Examining A Career As An Auditor

    Stricter government regulations have put auditing professionals in demand.
  58. Uncovering A Career In Forensic Accounting

    Does a job as a financial sleuth sound interesting to you? Dig in to learn more.
  59. 6 Proven Tips For Series 6 Success

    These techniques can help you pass this test without the added stress.
  60. Financial Planners: Specialize In Seniors

    Find out how this demographic has all the needs to keep your firm busy year-round.
  61. An Inside Look At Internal Auditors

    Find out why these number crunchers are part of every chief officer's dream team.
  62. Get Technical With A CMT Certification

    Develop the skills you need to trade on your own or to become a technical analyst.
  63. Lead The Charge With Product Development

    If you like to keep your finger on the pulse of the market, this could be the career for you.
  64. Sales Director Career Provides Daily Challenge

    Find out what you need to do to close the deal on this investment management position.
  65. Acquire A Career In Mergers

    This exciting sector demands a lot from its advisors. Are you up for it?
  66. Analyzing A Career In Credit Analysis

    If you're a number-cruncher and responsibility doesn't scare you, this could be the job for you.
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