CFP Board announced that its Board of Directors has approved updated Competency Standards for CFP® certification.

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

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 ...

Craig Reid is the President and National Practice Leader of Retirement and Wealth at Marsh McLennan Agency (MMA), a subsidiary of Marsh. No one enjoys seeing their investments lose value. People are ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Suzanne is a content marketer, writer, and fact-checker. She holds a ...

Overview: Alfred State’s financial planning program has a 100% graduate placement rate with regional fee-based financial planning firms and major financial service industry giants. Students are ...

Domain Money reports on key Q1 strategies for 2026 financial success, focusing on goal-setting, retirement contributions, and planning for major expenses.

Senda, a provider of financial planning training for special educational needs and disabilities (Send), has launched a ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. There are some common financial goals ...