In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

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 ...

Almost 20 years ago, Saundra Davis witnessed an exchange between a volunteer financial advisor and his pro bono client that showed why "words matter so much," she said. "With the most earnest voice ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

Matt is the CEO & co-founder of Origin, where he is working to solve employees’ number one source of stress: money. Amid economic volatility and rapid technological change, access to financial ...

For those thinking about changing careers by breaking into wealth management and becoming a financial advisor, the opportunity is there. Processing Content Tens of thousands of advisors will retire ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...