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 ...

The Certificate in Personal Financial Planning is available to undergraduate students who are not enrolled in the Personal Financial Planning Track. The certificate, which includes coursework ...

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 ...

The Investment and Wealth Institute’s oldest certificate program is still its most popular, but the institute’s training for advisors wanting to attract wealthy clients is rising quickly as more ...

New two-hour professional development program helps financial advisory firms build team-wide confidence in philanthropic planning conversations. This is a defining moment for the advisory profession.