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 ...

Ph.D. in Financial Planning, Finance, Business Administration, or Economics Official transcript from a regionally-accredited college or university showing conferral of doctoral degree International ...

Liz Simmons is an education staff writer at Forbes Advisor. She has written about higher education and career development for various online publications since 2016. She earned a master’s degree in ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

RightCapital removes the most time-intensive aspect of transitioning to a new financial planning provider SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial ...

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 ...

As colleges and universities start the new school year, the student debt bomb could be leading to growing enrollments in college-level financial advisory courses and programs, the CFP Board’s director ...

With a new planning platform set for 2026, Advyzon seeks to streamline workflows for RIAs by integrating financial planning, ...

After serving as interim chief, the longtime FPA leader is officially stepping up amid a period of change for the association ...

Financial advisors must increase their capacity to work with more clients. However, while the demand for financial advisory services continues to grow, the supply of advisors delivering those services ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Working Americans are facing unprecedented financial stress. Inflation, increased consumer ...