CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial ...

Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...

Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...

In the world of professional wealth management, the term "financial influencer" is unlikely to conjure many positive feelings. But for advisors, ignoring these often popular creators could mean ...

Now is the time to talk with high-net-worth clients about using the temporarily doubled estate and gift tax exclusion before its sunset in 2026, Bob Keebler, CPA/PFS, stressed in a webcast. Unmarried, ...

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 ...

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...