Tag: Continuing Education

The publisher of the websites myStockOptions.com and myNQDC.com expanded its continuing education offerings for retirement planning professionals.     

A majority of advisers (93%) surveyed said they felt the need for more education on retirement income planning.  

UBS Investment Bank is introducing a Securities Research app compatible with iPhone, iPad and iPod Touch devices.

Relying on a financial adviser outside the plan was the preference for 37.5% of the roughly 6,000 plan sponsor respondents to PLANSPONSOR’s annual Defined Contribution...

Nationwide Financial is hosting a conference call Monday to help retirement plan advisers get ahead of upcoming retirement plan regulation and legislative changes, such as fee disclosure.

401(k) Rekon announced three one-day symposiums targeting retirement plan advisers who spend less than 50% of their time managing retirement plans.

401(k) Rekon, a recently launched research provider for retirement plan advisers, is hosting its first symposium.

Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online. 

In an effort to grow in the mid-market space, ING's U.S. Retirement Services operations launched a series of educational roundtable discussions for mid-market retirement plan consultants and registered...

Prudential is hosting a free Webinar to help financial planners manage investor concerns about the impact of the recent stock market meltdown on their retirement portfolios.

DWS Investments launched new and enhanced educational tools about structured products, designed to meet the educational needs of both financial advisers and individual investors.

Retirement Plan Advisory Group (RPAG), an affiliate of 401(k) Advisors, announced the launch of its latest offering for adviser members.

The American Society of Pension Professionals&Actuaries (ASPPA) has begun offering education, including a new credential and certificate program, for professionals who specialize in the tax-exempt and governmental retirement...

The Chartered Financial Consultant (ChFC) designation will require a total of nine college-level courses for students starting the program on or after October 1, 2009.

The U.S. Small Business Administration is offering entrepreneurs free online training and other resources to assist them in more effectively managing their firms in the current economy.

Advisor Products, Inc., which makes Web sites, client newsletters, and brochures for financial advisers, is offering free series of Webinars about the financial crisis for advisers.

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