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 ...

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 ...

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 ...

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 new “Conquest Ready” course provides users with practical skills and hands-on experience using Conquest’s financial planning platform. Conquest Planning Inc. (“Conquest”), a technology platform ...

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.

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 ...

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 ...