Insights
Five Questions with Eric Ludwig, CFP®
Hear from The College's new director for the Retirement Income Certified Professional® (RICP®) Program and co-director of the American College Center for Retirement Income.
May 26, 2023
Research
What Do Clients Want from Financial Advisors?
Advisors believe they know what their clients want. But research often finds a gap between client expectations and advisors’ assumptions. This can result in unsatisfied clients and client turnover.
March 01, 2022
Insights
WMCP® vs CFP® Certification
The Wealth Management Certified Professional® (WMCP®) is a designation that proves your ability to manage money and provide sound financial advice. The qualification was developed by The American…
November 09, 2021