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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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: ...

And now this month's news that BNY Mellon's Pershing will be debuting its own client referral program for RIAs as yet another example of how the biggest RIA custodians are going all-in on offering ...