Without that help, the future of the nation's nearly 200 academic financial planning programs is questionable. So, too, is their ability to help replace the industry's legions of retiring financial ...

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 ...

Iris offers AI-driven planning insights across the RightCapital platform, developed to save time and enhance planning ...

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 ...

Amplified Planning, the advisor training provider led by award-winning financial planner Hannah Moore, has expanded its offerings with two new programs to equip newer advisors for career success. The ...

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 ...

The College for Financial Planning—a Kaplan Company is launching the Professional Generational Wealth Transfer Advisor ...

As colleges and universities start the new school year, the student debt bomb could be leading to growing enrollments in college-level financial advisory courses and programs, the CFP Board’s director ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...

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 ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...