Fi360, a Broadridge Company, selected the College as the official education provider. The College for Financial Planning—a Kaplan Company—has launched an Accredited Investment Fiduciary training ...

A holistic financial plan goes beyond—here’s how to approach it.

For more than 15 years, Karie Swanson has worked in the utility industry. During that time, she has earned a bachelor’s degree in business management with a concentration on human resources and is in ...

As wealth management firms compete for top financial advisor talent and confront the need to recruit aspiring professionals, one company launched its potential solution to those problems. "To me, it ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

Now in its sixth year, The Externship offers an 8-week virtual experience designed to help college students, new advisors, and career changers succeed in the financial planning profession. DALLAS, ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

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 ...

When the COVID pandemic hit in 2020, the chaos spurred Hannah Moore to look inward and assess how she could really help. “We started looking around at the financial planning space and asking, ‘How can ...

While every financial plan and individual is unique, the core basis of how financial plans work is fairly similar. The good news is that there’s only a handful of data points that will really impact ...