When you start your search for a financial advisor, you’ll quickly notice a string of initials following their name. Two of ...

The pursuit of one's certified financial planner (CFP) designation and the looming six-hour exam that serves as the adventure’s final hurdle has earned a reputation as one of the tougher tasks in the ...

Are you looking for flexibility and independence in your career, without sacrificing your earning potential? If so, then these three career fields are worth looking into: Real Estate As a real estate ...

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The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...

Maddie Dauby of Onyx Private Wealth has earned her CERTIFIED FINANCIAL PLANNER ® certification. The exam covers the following areas: Professional Conduct and Regulations, General Principles of ...

Serving with Purpose curriculum offers flexible formats and applied learning to help advisors support clients facing ...

Think you're set for retirement? A financial planner reveals 5 common mistakes that could cost you big in the next ...

Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to ...

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 ...