Smart Import's new AI features enable advisors to create new and update existing financial plans faster than ever ...

The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. Processing Content But for many advisors, that value proposition is insufficient ...

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 ...

Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...

Which schools offer the best on-campus, degree-granting programs that prepare students for careers in financial planning? About 330 four-year colleges and universities in the U.S. offer on-campus ...

Financial planning involves a lot of elements. For a growing share of advisors, managing investments isn't one of them. Processing Content The use of mutual fund wrap programs — a unique type of fund ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company, which is accredited by the Higher Learning Commission, has become the latest institution of higher learning to ...

A financial advisor we know recently left his big brokerage firm to go independent — completely independent, as in setting up his own registered investment advisory firm. How is the technology search ...

PUEBLO, Colo. (KRDO) -- The City of Pueblo announced they are launching a new, free financial planning program. The program will focus on "legacy planning," helping people secure and come up with a ...