Fi360, a Broadridge Company, selected the College as the official education provider. The College for Financial Planning—a Kaplan Company—has launched an Accredited Investment Fiduciary training ...

("Osaic"), one of the nation's largest providers of wealth management strategies, today announced enhancements to its Wealth Advisor Academy and Financial Planning Jump Start programs through ...

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

Now in its sixth year, The Externship offers an 8-week virtual experience designed to help college students, new advisors, and career changers succeed in the financial planning profession. DALLAS, ...

Hannah Moore, owner of Richardson, Tex. wealth management firm Guiding Wealth, didn’t set out to build an online training ...

Smaller advisory practices that are eager to bulk up their teams but unable to set aside the time and tap into the other resources it takes to train them just got a new possible solution. In addition ...

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 ...

Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...

Ph.D. in Financial Planning, Finance, Business Administration, or Economics Official transcript from a regionally-accredited college or university showing conferral of doctoral degree International ...

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 holistic financial plan goes beyond—here’s how to approach it.