JERSEY CITY, N.J.--(BUSINESS WIRE)--Running a financial planning practice isn’t just about portfolio construction or the intricacies of personal finance: there are subtle people skills, new software ...

The College for Financial Planning—a Kaplan Company is announcing new undergraduate certificate offerings designed as a powerful on-ramp for career-entry professionals seeking foundational expertise ...

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...

When does financial education and planning for a 401(k) participant turn to individual wealth management? Practitioners discuss best practices for when education becomes fee-based advisement. Market ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Exploring the interaction between retirement, education, and real estate is vital in financial planning especially for women. Early and ongoing financial education is crucial for managing both current ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

For many recent college graduates and young adults, personal finances are a source of anxiety. Rising tuition costs have led ...

MUMBAI: Recognising the need for structured education in financial planning, a number of educational institutions in Mumbai are stepping forward with specialised programmes that blend academic ...