Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

Explore how financial advisors and financial planners differ.

WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans ...

A couple explains why hiring a financial planner delivers peace of mind, better decisions, organization and confidence in ...

This MBA program is specifically designed for financial planners with an active CFP ® license. With just eight courses you can earn your MBA degree and accelerate your career. Let us know you're ...

CPA financial planners who understand how psychological factors influence decision-making can better work with clients and operate their practices more effectively. That’s the view of Michael E.

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 ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...