Tag: Training

Pacific Life Goes on the Road

Insurance and investment services provider Pacific Life unveiled a new strategy to educate financial advisers on opportunities and best practices for winning clients in the small to medium-sized business arena.

Designation Aims to Reassure Consumers

The American College of Financial Services created the Financial Services Certified Professional (FSCP) designation, which seeks to help advisers understand client concerns.

SEC Releases 2013 Exam Priorities

Among its exam priorities, the Securities Exchange Commission (SEC) listed sales practices, fraud, and compliance for advisers registered as broker/dealers.

NFP, CEFEX in Strategic Relationship

National Financial Partners Corp. said it would begin providing resources for advisers to gain certification from the Centre for Fiduciary Excellence (CEFEX).