Now in its sixth year, The Externship offers an 8-week virtual experience designed to help college students, new advisors, and career changers succeed in the financial planning profession. DALLAS, ...

Fi360, a Broadridge Company, selected the College as the official education provider. The College for Financial Planning—a Kaplan Company—has launched an Accredited Investment Fiduciary training ...

For more than 15 years, Karie Swanson has worked in the utility industry. During that time, she has earned a bachelor’s degree in business management with a concentration on human resources and is in ...

Discover essential steps to start your own financial planning firm successfully and navigate the challenges for a rewarding career in financial services.

Discover the significance of financial certifications like CFA, CFP, and CPA. Learn how they represent expertise and assistance in finding a qualified finance professional.

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

Jeramie Bizzle is a web producer for CBS Chicago. Jeramie began working with CBS Chicago as an intern in 2017 and returned as a full-time Web Producer in 2021. He has previously written for the Austin ...