The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.
The Certificate in Personal Financial Planning is available to undergraduate students who are not enrolled in the Personal Financial Planning Track. The certificate, which includes coursework ...
CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company, which is accredited by the Higher Learning Commission, has launched an ETFs & Portfolio Construction ...
The Investment and Wealth Institute’s oldest certificate program is still its most popular, but the institute’s training for advisors wanting to attract wealthy clients is rising quickly as more ...
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 ...
The Advisor Certification Program is a multi-level program that covers five proficiency areas, aligned with the Global Community for Academic Advising’s Core Competencies Model and framework (NACADA, ...
New two-hour professional development program helps financial advisory firms build team-wide confidence in philanthropic planning conversations. This is a defining moment for the advisory profession.
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