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 ...

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, ...

Few financial advisors today set out to work in wealth management. Many will say they simply "fell into" the industry, one that long operated as a Wild West of titles and credentials, blurring the ...

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 ...

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 ...

$175M investment expands equity ownership to all financial planners, reinforcing client-first mission and advancing a human-driven, technology-aided future for financial planning These enhancements ...

And now this month's news that BNY Mellon's Pershing will be debuting its own client referral program for RIAs as yet another ...

Which schools offer the best on-campus, degree-granting programs that prepare students for careers in financial planning? About 330 four-year colleges and universities in the U.S. offer on-campus ...

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 ...

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: ...