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 ...

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 ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

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 ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

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 ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

Kat Tretina is a freelance writer based in Orlando, FL. She specializes in helping people finance their education and manage debt. Kat Tretina is a freelance writer based in Orlando, FL. She ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...