The Denver-based Financial Planning Association has partnered with College Aid Pro, a college planning software developer headquartered in Dublin, Ohio, to offer financial advisors a certificate ...

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 ...

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company, which is accredited by the Higher Learning Commission, has launched an ETFs & Portfolio Construction ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

Sarson Funds is an independent provider of blockchain technology and cryptocurrency marketing and educational services. The firm serves the Financial Professional community and their clients by ...

The Investment and Wealth Institute’s oldest certificate program is still its most popular, but the institute’s training for advisors wanting to attract wealthy clients is rising quickly as more ...

The Financial Planning Association is offering a new certification program to equip advisors with the skills necessary to avoid cybersecurity pitfalls. The Cybersecurity for Financial Planners program ...

Learn about the Certified Insolvency & Restructuring Advisor (CIRA) certification, its requirements, benefits, and how it enhances skills for financial advising in insolvency.

Cecilia is a freelance writer, content marketing strategist and author covering education, technology and energy. She is a current contributor to the Forbes Advisor education vertical and holds a ...