Why a 39-Year-Old Advisor Is Already Training the Next Generation of Advisors
Bogart Wealth launched Advisor Growth Track, a homegrown training program that introduces young advisors to all phases of the ...
California Lutheran University17y
Online MBA in Financial Planning
Already have your CFP? Track 2 replaces foundation-level financial planning courses with both advanced-level courses and interdisciplinary studies. Eligibility to sit for the CFP® Exam only; designed ...
University of Delaware8y
Financial Planning and Wealth Management
The Lerner College’s financial planning major is built on a strong foundation of experiential learning. Financial planning courses utilize the latest software to keep students at the forefront of ...
Santa Clara University10mon
Certified Financial Planner Program
The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...
Forbes9d
Financial Planners Help Get Your Financial Life In Order
Commissions do not affect our editors' opinions or evaluations. A financial planner can help you chart a course for your financial life. From budgeting and saving, to managing taxes and leaving a ...
Financial Planning1d
'The threat is existential,' but these leaders are staying the course on DEI
Organizations that work toward boosting industry diversity say President Trump and other critics may be missing the moral and ...
The Rice Thresher2d
New financial literacy program funded by $3 million donation
The Stinebaugh Family Financial Literacy program was recently announced, following a $3 million donation. The program will ...
U.S. News & World Report3y
What's the Difference Between a ChFC and CFP?
Some traditional, accredited universities offer these courses as part of their finance and business degree programs. In addition to the core financial planning classes, students seeking a ChFC ...