Financial planning and wealth management have always been a rapidly evolving space where more than analytical ability is required. An adept financial planner should be adaptable, versatile, passionate ...

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 ...

(StatePoint) Financial planning may be a lucrative profession in a growing sector, but it’s also well-suited for those who love helping others. Here are six reasons why becoming a CERTIFIED FINANCIAL ...

The financial planning profession is emerging as a strong match for what many women seek in a career, according to new research from CFP Board. Yet, despite the profession’s appeal and growing ...

Avi Deutsch is a managing director at Robertson Stephens, where he advises on portfolio management, financial planning and social impact investing. Deutsch especially enjoys working with tech ...

Stephen Maggard, a financial advisor with Abacus Planning Group in Columbia, South Carolina, was an Army officer who transitioned to financial planning in 2019 after taking some CFP classes. And now ...

When someone imagines a career in financial services, a financial planner is usually the first career type they think of. But the financial services industry needs more than just planners, a pair of ...

The Fortune 500 company is ramping up a training pipeline to staff the next generation of advisors.

Navigating the decision between a career as a CPA and a financial advisor is pivotal for many in the finance sector. This choice is more than just a job—it’s about selecting a path that aligns with ...

Can your doctor also be your financial planner? In this episode, Jean Chatzky sits down with Dr. Carolyn McClanahan a ...