Few financial advisors today set out to work in wealth management. Many will say they simply "fell into" the industry, one that long operated as a Wild West of titles and credentials, blurring the ...

Amplified Planning, the advisor training provider led by award-winning financial planner Hannah Moore, has expanded its offerings with two new programs to equip newer advisors for career success. The ...

The Woodbury School of Business at Utah Valley University is nationally known for the way it prepares students to work in the financial planning industry through the UVU Personal Financial Planning ...

Without that help, the future of the nation's nearly 200 academic financial planning programs is questionable. So, too, is their ability to help replace the industry's legions of retiring financial ...

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 ...

RightCapital, based in Shelton, Conn., is giving students enrolled in personal financial planning programs at 20 large universities nationwide free subscriptions to its award-winning software. The ...

Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. Processing Content But for many advisors, that value proposition is insufficient ...

Siamack Shojai, dean, William Paterson University’s Cotsakos College of Business, accepts “Heart of Financial Planning” award from Diane DeOliveira, president, Financial Planning Association, New ...