Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

How is a prospective financial planner supposed to determine which of the now 179 CFP Board-accredited financial planning programs offers the best preparation for success? The results of the FPA ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Expecting its largest cohort yet, The 2026 Externship introduces a new mobile learning platform, two new major technology partners, and two real client case studies that bring complex planning ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company, which is accredited by the Higher Learning Commission, has launched an ETFs & Portfolio Construction ...

Which schools offer the best on-campus, degree-granting programs that prepare students for careers in financial planning? About 330 four-year colleges and universities in the U.S. offer on-campus ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. Processing Content But for many advisors, that value proposition is insufficient ...

Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...

Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

Siamack Shojai, dean, William Paterson University’s Cotsakos College of Business, accepts “Heart of Financial Planning” award from Diane DeOliveira, president, Financial Planning Association, New ...

Financial planning involves a lot of elements. For a growing share of advisors, managing investments isn't one of them. Processing Content The use of mutual fund wrap programs — a unique type of fund ...

When discussing what drove their interest in a career path in wealth management, University of Delaware seniors Natalie Radebaugh and Giacomo D’Alessandro both said it combined their two passions: ...