The Denver-based Financial Planning Association has partnered with College Aid Pro, a college planning software developer headquartered in Dublin, Ohio, to offer financial advisors a certificate ...

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 ...

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 ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

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 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, ...

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 ...