Featured in Financial Planning: How Advisors Should Choose Certifications That Create Real Client Value
Jeffrey Czajka • June 30, 2026
Article Title: Ready to get a retirement certification? Consider these factors
Summary:
Featured in Financial Planning, I discussed why advisors should align advanced certifications with their target market and specialization. Whether serving retirees, business owners, executives, or other niche client segments, advisors create the greatest return on their educational investment when they select credentials that strengthen their expertise in the areas most relevant to the clients they serve.
Citation:
Source: Financial Planning
Publication Date: 6/30/26
Link to Original Article: https://www.financial-planning.com/news/ready-for-a-retirement-certification-consider-these-factors
Headline: Why RIA buyers are seeking relatively young leadership - and vice versa
Headline: Clients may value certifications more than they understand them