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, ...

Charles Schwab gift helps to establish Texas A&M’s Aggie Financial Planning Clinic, providing hands-on student training and ...

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 ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

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 ...

With more than 4 out of 10 financial advisors aged 55 or older, a large wealth manager rolled out a new training program aimed at the next generation of independent advisors. Ameriprise’s Associate ...

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 ...

Hannah Moore, owner of Richardson, Tex. wealth management firm Guiding Wealth, didn’t set out to build an online training program for new financial planners. But back in 2020, as the pandemic forced ...