Financial Planning's latest continuing education quiz offers subscribers the chance to earn credit, sharpen professional ...

A unique online training program for aspiring financial planners is now taking applications for its 2024 session. The Externship, which is set to run from June 3 to July 26, is entering its fifth ...

The role of a financial advisor extends beyond investment management; clients rely on their advisors to provide strategies ...

Exceptional financial planners have extensive education, training, certifications and previous experience, and apply that knowledge in your favor. Here’s everything you need to know before ...

A certified financial planner, or CFP, is a financial professional who has met the rigorous education, training and ethical standards set by the CFP Board.

When you start your search for a financial advisor, you’ll quickly notice a string of initials following their name. Two of ...

Licensed financial planners adhere to strict ethical standards, providing peace of mind that your financial future is in trustworthy hands. 3. Comprehensive financial planning ...