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 ...

A career as a CPA financial planner is an alternative path for students who take an interest in taxation or consulting areas. Personal financial planning (PFP) involves a holistic approach to ...

To rank the on-campus, full-time, four-year programs of study for financial planning, we surveyed 109 of the 130 colleges and universities registered by the CFP Board. To be included, a program had to ...

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 ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

Myles Clements was only a year or so into his career as a financial advisor when he decided to become a chartered retirement planning counselor, or CRPC. "When you're coming out of college, you have a ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...