A unique online training program for aspiring financial planners is now taking applications for its 2024 session. The Externship, which is set to run from June 3 to July 26, is entering its fifth year ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

Want to take more control of your finances but don’t know where to start? It might feel overwhelming, but it doesn’t have to ...

The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

How a former Texas A&M student's parents' financial struggles inspired him to build a career in financial planning and give ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

The College for Financial Planning has introduced a Spanish-language edition of its Financial Paraplanner Qualified Professional designation program, aiming to enhance services for Hispanic investors.

NAPFA does not define the legal fiduciary standard for the public, nor should it attempt to. What NAPFA can do, and what it was formed to do, is to clearly define, promote, and defend the fee-only ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...