A unique online training program for aspiring financial planners is now taking applications for its 2024 session. The Externship, which is set to run from June 3 to July 26, is entering its fifth year ...

Brian O’Connell is a freelance writer based in Bucks County, Penn. A former Wall Street trader, he is the author of the books CNBC’s Creating Wealth and The Career Survival Guide. His work has ...

The certified financial planner, or CFP, designation is often considered the standard of excellence for financial planners. It's a mark of an advisor's commitment to providing the best holistic advice ...

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...

The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.

Financial planning can be the secret to a building a happy life, yet it's too often treated as just that — a secret. Only 21 states require some kind of personal finance curriculum for high school ...

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 ...